OpenAI’s Blockbuster AMD Deal Is a Bet on Near-Limitless Demand for AI
This deal is just the latter in a string investments involving opening and other tech companies. Shortly after his entrance in January, US President Donald Trump burned That Openai, Soft Bank, and Oracle would invest $ 100 billion in building AI data in US Soil and would pass over $ 500 bills in AI infrastructure.
The data center golden rush-clings in a part of the idea that models will improve in accordance with the laws of the scales – as long as they are trained on more data and calculated. “There is this basic story that is a scale, and that is a while, and it may be true,” Jonathan Koome, an asset that efficiently suspect, defendant, defendant in September, about a Openai-Oracle Deal Create three new data center sites. “That's the bet that make a lot of the US AI companies.”
Derek Thompson, a prominent economic reporter, noted in a recent post That the tech industry is projected to spend about $ 400 billion on AI infrastructure this year – While demanding to Ai-services of the US consumers in about $ 12 billion a year, According to one study.
Openai had a strategic relationship with Amd prior to the announcement of today. At AMD's Agreement AI event in Silicon Valley in June recently did the Altman recently at Amd CEO Lisa Su on stage. SA said that amd has a couple of years a couple of years because the company has designed the business of the upcoming MI400 series of chips, and that opened one of that Marquee customers.
Altman noticed on the stage that has placed the movement of the industry to the model and tons of cpuse, and tons of Cpus, “next to the nvidia-gpus that the generative AI industry is so dependent.
Su, at that event, altman described as a “great friend” and a “icon in AI.”
Lauren Goole has contributed to this report.
Update 10/02/25 3:00 PM ET: This story has been updated to contain additional commentary.
