Market Outlook: AMD shares surge as OpenAI deal boosts competition in AI chip market - BNN Bloomberg
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Article Excerpt
Advanced Micro Devices shares rose sharply after announcing a major deal with OpenAI to supply AI infrastructure, strengthening AMD’s position in the rapidly expanding AI hardware market.
BNN Bloomberg spoke with Romeo Alvarez, director and research analyst at William O’Neil + Co., about why the partnership is a major endorsement for AMD, how it could shift the balance of power among chipmakers, and what challenges remain around financing and implementation.
Key Takeaways
AMD’s agreement with OpenAI will see up to six gigawatts of AI chips deployed, starting in 2026.
OpenAI could take up to …
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