- Dotika
- Posts
- The alliance between OpenAI and AMD
The alliance between OpenAI and AMD
ALSO :OpenAI report urges Europe AI reform
Alexandre HOTTON
October 06, 2025
News of the day
1. OpenAI partners with AMD to secure large-scale AI chip supply, reducing reliance on Nvidia and supporting its model expansion. → Read more
2. In its “Hacktivate AI” report, OpenAI urges Europe to cut red tape and harmonize digital rules to boost innovation → Read more
3. OpenAI and Jony Ive are still struggling to define their AI device, torn between building a personal assistant or a more experimental, screenless gadget → Read more
4. Meta’s chief scientist Yann LeCun reportedly clashed with leadership over stricter publication policies, highlighting growing tension between open research and corporate control. → Read more
Our take
Hi Dotikers!
This week, OpenAI announced a major partnership with AMD, Nvidia's main competitor. On the table: 6 gigawatts of computing power and a potential 10% stake in AMD. But behind these technical figures lies a much more interesting strategy.
Until now, Nvidia has been the undisputed king of AI chips. So dominant that its stock has reached new heights, making it the world's most valuable company. The problem? This dependence is becoming risky for OpenAI, which needs ever-increasing power to train its models.
By teaming up with AMD, OpenAI isn't really trying to abandon Nvidia (they just signed a $100 billion deal with them last month). The goal is rather to diversify its supply sources and not put all its eggs in one basket. Kind of like having two electricity providers so you never risk a blackout.
For AMD, this is obviously a breath of fresh air and validation: their chips are finally being considered a credible alternative. For the rest of the industry, it's a clear signal: the demand for computing power is so explosive that there's room for several giants.
A.
Meme of the day
Reply