AMD Surges on Landmark OpenAI Partnership as AI Infrastructure Investments Accelerate

The AI industry witnessed seismic shifts this week as AMD emerged as the standout performer following a groundbreaking partnership announcement with OpenAI on October 6, 2025. The multi-year deal will see OpenAI deploy up to 6 gigawatts of AMD Instinct GPUs for its next-generation AI infrastructure, starting with an initial 1 gigawatt deployment of MI450 GPUs in the second half of 2026. Analysts project this agreement could generate well over 100 billion dollars in revenue for AMD over the coming years.

Market reaction was extraordinary. AMD shares soared over 34 percent, reaching 203.71 dollars and adding approximately 80 to 100 billion dollars to its market capitalization, now standing at roughly 375 billion dollars as of October 9, 2025. In a unique arrangement, AMD granted OpenAI warrants to purchase up to 160 million shares at one penny each, potentially giving OpenAI a 10 percent stake contingent on achieving technical and commercial milestones.

This partnership represents a pivotal shift in the AI hardware landscape, breaking NVIDIA's long-standing dominance and validating AMD as a credible alternative supplier. The deal follows AMD's recent momentum, including a September 24 collaboration expansion with Cohere and record second quarter 2025 revenue of 7.7 billion dollars, up 32 percent year over year.

OpenAI continues its explosive growth trajectory, announcing at DevDay that it now serves 800 million weekly active users, up from 700 million just one month prior. The company launched its Apps SDK, transforming ChatGPT into a platform ecosystem where developers can build commercial applications, processing 8 billion API requests per minute.

Meanwhile, Anthropic secured its largest enterprise deployment ever, partnering with Deloitte to roll out Claude to 470,000 employees across 150 countries. This signals enterprise AI moving from pilot programs to core operational infrastructure.

However, concerns emerged as NBC News published an investigation warning about circular AI deals between major players, with analysts comparing current market conditions to the 2000 dot-com crash, noting the Magnificent 7 now represent 35 percent of the S&P 500.

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This content was created in partnership and with the help of Artificial Intelligence AI