amd+openai

Core Insights - AMD has signed an agreement with OpenAI to deploy hundreds of thousands of AMD AI chips or GPUs starting in the second half of 2026, amounting to 6 gigawatts of power [1] - OpenAI plans to build a 1 gigawatt facility based on the upcoming MI450 series chips, which will start generating revenue next year [1] - The projected production capacity of 6 gigawatts translates to approximately 3 million chips, significantly exceeding Google's forecast of 220,000 TPU units for this year [1] - AMD's annual shipment is estimated to be less than 500,000 chips, with a revenue forecast of around $10 billion for this segment [1] - If AMD can secure the necessary production capacity, the potential revenue from OpenAI could reach $12.5 billion, nearly doubling previous analyst estimates of $15 billion [1] - OpenAI has a significant financial commitment, previously placing a $100 billion order with Oracle, which corresponds to approximately 240,000 units based on NV B200 cards [1] - OpenAI holds the option to purchase up to approximately 10% of AMD's shares [3]