Another week, another large -scale investment in chips by AI firm. In this week’s edition, Openai pledged to buy billions of dollars worth of AI AIA ACCERS, one of the semiconductor companies aimed at knocking NVIDIA from its GPU pedestal.
The agreement exposes Monday that Openi calls for the purchase of AMD AI AIA AII ACC, in the first five years, consisting of GPU, MI450, the next generation of AMD in the first gigwat, which was provided in the second half of 2026.
In exchange for chips, the Open will receive a warrant for 160 million shares of AMD Common Stock. Which represents about 10 % in the residual shares of AMD. On this news the company’s stock opened up to 33 %.
Open AI needs large -scale processors to train and estimate their big language models (LLMs), but have struggled to achieve a considerable extent. NVIDIA GPU and Grace Blackwell have become the preferential supplier for AI training with the Blackwell Line of Superichips, but it has failed to meet the unwanted market demands of the market.
Open has acquired AI ACCELIMS where it can get them. It uses the AMD MI300X and MI350X series chips, and has recently contracted with the XPU maker broadcast to design its Customs AI ACCERS in the deal, which is allegedly $ 10 billion.
Dr. Lisa SU, AMD Chair and CEO
The agreement with the AMD, which CEO Lisa SU said could generate tens of billions of dollars for the AMD by 2030 on Sunday, showing that when it comes to AI’s training and identification, the market is acceptable to other names other than NVIDIA. In fact, AMD’s MI450 piles well than Nvidia’s best.
It is expected that MI450 will feature 432GB worth of HBM4 memory and will supply FP4 capacity above 40 PFLops when it sends a ship in 2H26. Comparison is compared to Vera Rubin Superchip, the next generation of NVIDIA, which will be offered 288GB HBM4 per GPU and will provide 50 PFLOPs of dense FP4 computing capacity when it sends the ship next year.
NVIDIA has taken great advantage of its dominant position in AI AXCLIM. In the last four years, its revenue has increased by about 7x, which has increased to $ 130.5 billion for the financial year 2025, and has become the world’s most valuable company with a $ 4.5 trillion market cap.
NVIDIA has discovered their investment ways, and not surprisingly, it involves investing in AI companies so they can buy more chips. Two weeks ago, NVIDIA announced a plan to invest $ 100 billion in Openi, which includes Open, which eventually includes buying 10 GW worth of NVIDIA chips, which began with the next General Vera Rubin GPU in the second half of 2026.
AI Boom has begun a massive cost to build new AI data centers. Cloud giants like Meta, Google, Microsoft, and Open AI are spending hundreds of dollars to build hundreds of new data centers across the country and manufacture them with systems, processors, storage and network.
The training of the Focus Model in AI has moved to the workload. Particularly open, seeking to offer consumer services to consumers as a way to change profit. Last year, CEO Sam Altman told investors that by 2029, at a speed of $ 44 billion, when it finally expects it to bring more than its spending.
This article first appeared on our sister’s publication, HPCWIRE.
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