Subject


AMD


2025-10-15

[News] OpenAI Ramps Up Global Compute Power with NVIDIA, AMD, and Broadcom — Securing 26 GW of AI Infrastructure

In a rapid series of announcements over the past month, OpenAI has unveiled three landmark hardware partnerships that together amount to a staggering 26 gigawatts (GW) of AI compute capacity. The company has struck deals to: Co-develop 10 GW of custom AI accelerators with Broadcom Invest up ...

2025-10-14

[News] Broadcom Enters OCP’s ESUN Initiative After Exiting UALink Board; NVIDIA, AMD Added to OCP Board

According to TechNews, as AI-driven data centers continue to expand in both scale and energy consumption, the Open Compute Project (OCP) unveiled a series of key collaborations at its 2025 Global Summit. Notably, Broadcom—formerly a founding member of the UALink consortium—joined the initial gro...

2025-10-09

[Insights] NVIDIA Teams Up with Intel on x86 RTX SoCs — What Does This Mean for Its Arm-Based N1X?

Recently, NVIDIA invested $5 billion in Intel and announced plans to collaborate on developing x86-based RTX SoCs. According to Zhu Xi's column in TechNews, this raises questions about NVIDIA’s potential launch of  its first desktop-level Arm-based CPU, the N1X. Given the competitive dynamics ...

2025-10-08

[News] Samsung Reportedly to Supply HBM4 for AMD MI450 in OpenAI Deal, Taking On NVIDIA–SK hynix

In a major shake-up in the AI chip market, AMD has signed a multi-year deal with OpenAI to supply next-generation AI accelerators, potentially generating tens of billions in annual revenue and giving OpenAI the option to acquire up to 10% of Team Red. The impact goes beyond the two companies: accord...

2025-10-07

[News] OpenAI’s Multi-Billion AMD Deal Unpacked: Big Gains for Both, Along with TSMC and Taiwan’s ODMs

Just weeks after sealing a massive partnership with NVIDIA — which plans to invest up to $100 billion in the ChatGPT creator — OpenAI is now joining forces with Team Green’s biggest rival. According to Reuters and Tom’s Hardware, AMD has signed a multi-year deal to supply AI chips to OpenAI,...

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