AI Chips Today – AMD and OpenAI Revolutionize AI Infrastructure Partnership

Recent developments in AI chip technology have seen a significant collaboration between AMD and OpenAI, focusing on the deployment of AMD’s GPUs for AI infrastructure. Under a new multi-year agreement, OpenAI will integrate 6 gigawatts of AMD Instinct GPUs, beginning with a 1-gigawatt deployment in the second half of 2026. This partnership highlights the combined expertise of AMD’s high-performance computing systems and OpenAI’s advancements in generative AI, aiming to accelerate the development of large-scale AI deployments. Such initiatives are poised to enhance the AI ecosystem by leveraging future generations of AMD technology and aligning strategic interests between the two companies.

In other market news, Advantest was a notable mover up 13.8% and ending trading at ¥17,855. Advantest is showcasing its latest AI and high-performance computing test solutions at SEMICON West 2025 in Phoenix, beginning tomorrow. Meanwhile, InnoScience (Suzhou) Technology Holding softened, down 4.4% to end the day at HK$87.80.

AMD’s strategic advancements could rapidly expand its AI-driven market share amid fierce competition click to read the full narrative on the company.

Don’t miss our Market Insights article, “The Bull and Bear Thesis on AI’s Decade of Disruption,” exploring the transformative potential and economic impacts of AI, including pivotal advances in AI chip technology.

• ASML Holding settled at €880.10 up 0.3%, not far from its 52-week high.

• NVIDIA ended the day at $187.62 down 0.7%, near its 52-week high. Two days ago, the company expanded its strategic collaboration with Fujitsu to create a full-stack AI infrastructure for industry-specific agents, enhancing competitiveness through AI.

• Intel ended the day at $36.83 down 1.3%, close to the 52-week high. On Monday, the company presented at the CSCMP EDGE 2025 Conference.

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