{"id":8593,"date":"2025-10-07T00:09:48","date_gmt":"2025-10-06T22:09:48","guid":{"rendered":"https:\/\/joapen.com\/blog\/?p=8593"},"modified":"2025-10-07T00:09:51","modified_gmt":"2025-10-06T22:09:51","slug":"openai-nvidia-and-amd","status":"publish","type":"post","link":"https:\/\/joapen.com\/blog\/2025\/10\/07\/openai-nvidia-and-amd\/","title":{"rendered":"OpenAI, Nvidia and AMD"},"content":{"rendered":"\n<p>Nvidia and AMD have recently announced some agreements with OpenAI. The type of agreements are quite different.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Major Term<\/strong><\/td><td><strong>NVIDIA-OpenAI Deal<\/strong><\/td><td><strong>AMD-OpenAI Deal<\/strong><\/td><\/tr><tr><td>Commitment<\/td><td>Strategic partnership, investment, and infrastructure build-out.<\/td><td>Multi-year, multi-generational supply agreement.<\/td><\/tr><tr><td>Compute Capacity<\/td><td>At least 10 gigawatts (GW) of NVIDIA systems.<\/td><td>Up to 6 gigawatts (GW) of AMD Instinct GPUs.<\/td><\/tr><tr><td>Financial\/Investment<\/td><td>NVIDIA intends to invest up to $100 billion in OpenAI progressively as each gigawatt is deployed.<\/td><td>AMD will recognize tens of billions of dollars in annual revenue (over $100B projected in 4 years from OpenAI and others). No direct AMD cash investment in OpenAI was reported.<\/td><\/tr><tr><td>Equity Component<\/td><td>Not explicitly reported as part of the deal&#8217;s public terms.<\/td><td>OpenAI receives a warrant to purchase up to 160 million AMD shares (approx. 10% of the company&#8217;s outstanding stock), vesting based on deployment and AMD stock price milestones.<\/td><\/tr><tr><td>Product\/Hardware<\/td><td>NVIDIA systems on the Vera Rubin platform and future generations.<\/td><td>Instinct MI450 series GPUs and future generations.<\/td><\/tr><tr><td>Deployment Timeline<\/td><td>First gigawatt targeted for the second half of 2026.<\/td><td>First gigawatt targeted for the second half of 2026.<\/td><\/tr><tr><td>Strategic Relationship<\/td><td>NVIDIA is a preferred strategic compute and networking partner. Co-optimization of model\/infrastructure roadmaps.<\/td><td>AMD is a core strategic compute partner. Multi-generational collaboration on hardware and software roadmaps, including co-engineering efforts.<\/td><\/tr><\/tbody><\/table><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Nvidia and AMD have recently announced some agreements with OpenAI. The type of agreements are quite different. Major Term NVIDIA-OpenAI Deal AMD-OpenAI Deal Commitment Strategic partnership, investment, and infrastructure build-out. Multi-year, multi-generational supply agreement. Compute Capacity At least 10 gigawatts (GW) of NVIDIA systems. Up to 6 gigawatts (GW) of AMD Instinct GPUs. Financial\/Investment NVIDIA &#8230; <a title=\"OpenAI, Nvidia and AMD\" class=\"read-more\" href=\"https:\/\/joapen.com\/blog\/2025\/10\/07\/openai-nvidia-and-amd\/\" aria-label=\"Read more about OpenAI, Nvidia and AMD\">Read more<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[41],"tags":[],"class_list":["post-8593","post","type-post","status-publish","format-standard","hentry","category-contract-details"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>OpenAI, Nvidia and AMD -<\/title>\n<meta name=\"description\" content=\"Nvidia and AMD have recently announced some agreements with OpenAI. The type of agreements are quite different. 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