OpenAI’s Hardware Leap: Investing in AMD
In Machines we Trust
In Machines we Trust
4.3 • 6 Ratings
🗓️ 8 October 2025
⏱️ 9 minutes
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Summary
OpenAI’s 10% investment in AMD marks a decisive step into chip manufacturing. This collaboration could make AI systems faster and more efficient. We examine how this move changes OpenAI’s long-term vision.
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Transcript
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| 0:00.0 | AMD has just made a deal to supply six gigawatts of compute to Open AI. |
| 0:07.0 | Now this is a chip deal worth billions of dollars, but I think it's fascinating for a lot of reasons, |
| 0:12.0 | because basically I think the strategy that OpenI and AMD have employed here to make this deal |
| 0:18.0 | is going to be the strategy Open AI uses to fund their insane amount of |
| 0:22.9 | basically this insane amount of money that they're going to need to build the compute necessary |
| 0:26.9 | for the next generation of open AI what they're planning on doing with robotics what they're planning |
| 0:31.2 | on doing with scaling up AI to do um there's just insane projects that need so much money and most people are |
| 0:38.7 | questioning where does all this money come from this is going to be the strategy that we cover |
| 0:42.8 | in the show today uh that they're doing with amd to roll this out and this is different this deal |
| 0:47.4 | right now this amd deal is different than what they've done with invidia um so this is quite quite |
| 0:53.2 | fascinating we're going to get into all of it. Before we do, |
| 0:55.7 | I wanted to say if you want to use this specific, if you want to use an AI platform to get |
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| 1:33.3 | All right, let's talk about AMD. |
| 1:36.3 | So this is a multi-year chip supply deal that's going to be happening. |
| 1:41.3 | It could generate tens of billions of dollars in revenue for AMD. |
| 1:46.2 | And before we get into even the what happened here, |
| 1:49.2 | I just want to tell you what happened to the AMD stock after this announcement. |
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