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Lisa Su Isn't Worried About AI Hype Fears, Says Big Bet With OpenAI Could Pay Off 'Tens Of Billions Of Dollars' — AMD Stock Spikes 1.5% After Hours
Yahoo Finance· 2025-10-07 20:31
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) extended their momentum in after-hours trading on Monday, rising 1.53% following a nearly 24% surge during the regular session. AMD CEO Lisa Su Dismisses AI Hype Concerns On Monday, AMD CEO Lisa Su said the AI boom is just beginning, dismissing concerns that the current investment surge is overblown. "I would say that's probably thinking too small. You h ...
AMD's $100 Billion OpenAI Deal Could Supercharge AI Chip Growth, Analyst Says, Projecting Massive Earnings Boost By 2030
Benzinga· 2025-10-07 15:46
Advanced Micro Devices’ (NASDAQ:AMD) multi-year partnership with OpenAI could generate over $100 billion in revenue over the next four to six years, as the chipmaker prepares to supply up to six gigawatts of computing capacity using its next-generation Instinct MI450X GPUs starting in late 2026.The deal strengthens AMD’s position in the AI hardware race against Nvidia (NASDAQ:NVDA) and Broadcom (NASDAQ:AVGO), with OpenAI’s massive infrastructure buildout expected to drive demand across the broader semicondu ...
OpenAI's AMD, Nvidia Deals Are Huge, But Execution Is Key, Says Brad Gerstner
Benzinga· 2025-10-07 12:19
Group 1 - Investor Brad Gerstner cautioned that OpenAI's recent partnerships with Nvidia and AMD are still announcements and not actual implementations, emphasizing that execution will determine success in the AI sector [1] - AMD has entered a deal with OpenAI to deploy up to 6 gigawatts of AMD Instinct GPU power for future infrastructure, with the rollout starting in late 2026 [2][3] - Under the agreement, AMD issued warrants for up to 160 million shares, which could generate "tens of billions in revenue" and be "highly accretive" to earnings [4] Group 2 - Nvidia announced a $100 billion partnership with OpenAI to deploy 10 gigawatts of Vera Rubin systems starting in the second half of 2026, with potential long-term revenue estimated between $300 billion to $500 billion [5] - The AI industry is facing a compute-constrained environment, highlighting the need for expanded chip partnerships to meet rising global demand for AI services [5][6] - AMD's stock has increased by 69% year-to-date, outperforming the Nasdaq 100 index, while Nvidia's stock has risen over 38% [7]
These 2 Artificial Intelligence Stocks Could Outperform the S&P 500 by 2030
Yahoo Finance· 2025-10-07 09:45
Key Points Nvidia’s annual product cadence is proving to be a major competitive edge. AMD is seeing significant wins for its EPYC CPUs and Instinct accelerators in the enterprise market. Both companies trade at premium valuations, which are justified by their fundamentals and future growth prospects. 10 stocks we like better than Nvidia › Artificial intelligence (AI) is fast becoming the backbone of global business. According to PwC, AI is expected to contribute nearly $15.7 trillion to global GDP ...
Super Micro Stock Soars After AMD's Big AI Deal With OpenAI
Yahoo Finance· 2025-10-06 18:10
Super Micro Computer (NASDAQ:SMCI) shares climbed Monday as investor enthusiasm for artificial intelligence continued to drive market momentum. The surge follows a landmark deal announced by Advanced Micro Devices (NASDAQ:AMD), which rose sharply in premarket trading, to supply OpenAI with up to 6 gigawatts of AMD Instinct graphics processing unit (GPU) power for the AI company's next-generation infrastructure. Super Micro, a key Original Equipment Manufacturer partner for AMD, integrates the chipmaker's ...
Nvidia plans to invest up to $100 billion in OpenAI as part of data center buildout
CNBC· 2025-09-22 16:22
Core Insights - Nvidia will invest $100 billion in OpenAI to support the development of extensive data centers utilizing Nvidia's AI chips [1][6] - OpenAI plans to deploy Nvidia systems that will require 10 gigawatts of power, indicating a significant scale of operations [2][4] - The partnership underscores the interdependence of OpenAI and Nvidia in driving the artificial intelligence sector [3][4] Investment Details - The first phase of Nvidia's investment is expected to be operational in the second half of 2026, utilizing next-generation Vera Rubin systems [6] - Nvidia's investment is part of a broader valuation of OpenAI at $500 billion, with other notable investors including Microsoft, SoftBank, and Thrive Capital [6][7] Market Impact - Nvidia's stock rose by 3% following the announcement of the investment [2] - OpenAI currently has 700 million active weekly users, indicating a growing demand for AI services [4] Strategic Partnerships - The partnership with Nvidia complements OpenAI's existing infrastructure collaborations with Microsoft, Oracle, and SoftBank [6][7] - OpenAI's CEO highlighted Nvidia and Microsoft as critical partners, emphasizing their roles as "passive" investors [7]