Openai has turned on the global competition for the domain of artificial intelligence by announcing a strategic alliance with AMD, in a context marked by the Recent investment of 100,000 million dollars from Nvidiaits main competitor, to equip the data centers of the Chatgpt creator. This double movement not only shakes the AI semiconductor sector, but it challenges the predominance of NVIDIA and places OpenAI at the center of an unprecedented chips war.
The CEO of Nvidia, Jensen Huangmaintains a position of trust, evaluating that OpenAi is emerging as the next multimillion -dollar hyperscalable company and ensuring that the impact of artificial intelligence will be equivalent to that of the industrial revolution. However, the financial maneuver has also raised suspicions among analysts, which speak of “Circular financing”since the funds invested by NVIDIA will be predictably used by OpenAI to buy their own processors, which could artificially inflate the demand and feed a possible bubble around AI. Despite this, Openai has even surpassed Spacex as the most valued startup on the planet after consolidating its first agreement, reaching an assessment of 500,000 million dollars.
Concern for the accelerated and disconnected growth of reality not only comes from external analysts, but also from key figures of the sector as Sam Altman and Mark Zuckerbergwho have warned about the risk of overinversion and the consequences of possible speculation. Faced with this skepticism, Huang reiterates its confidence in the transforming capacity of AI, stating that the era of general purpose computing has ended and that we are now in a stage dominated by accelerated computingwhere real -time inference will be the engine of an exponential and constant demand for equipment and processors.
In this scenario, the alliance with AMD marks a historical turning point. For the first time, OpenAi will use AMD graphics chipsknown for its power and energy efficiency, in the second half of 2026, to build a new generation of data centers. Sam Altman’s company will receive a Purchase right over up to 160 million shares of AMD (10% of the capital) as technical and commercial milestones are reached and the deployments are adding up to six gigawats of graphic power, enough to feed millions of homes.
The news fired AMD’s stock marketing in more than 20%becoming the most significant victory of the American brand in its attempt to break the domain of Nvidia in the lucrative semiconductor market for advanced. Unlike NVIDIA, AMD does not directly invest in OpenAI, but becomes the preferential technological partner in the new deployment of large -scale artificial intelligence solutions. The agreement includes the initial use of AMD Instinct MI450 processors and extends to future hardware generations, reinforcing OpenAI capabilities for real -time inference tasks and accelerate the development of applications such as chatgpt.
NVIDIA dependence
The diversification of suppliers by OpenAI responds to the need for Avoid exclusive dependence on the Nvidia giant. The pact benefits both companies: OpenAI guarantees access to the most advanced chips and AMD adds a first -order strategic partnerwhile also competing against other actors such as China Huawei, Amazon (with their own Trainium processors) and Google (with processing unit tensioner).