馃敟 AMD Breaks NVIDIA's Grip

馃敟 AMD vs NVIDIA showdown

By Walbi
Oct 9, 2025, 2:39 PM
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OpenAI signs major multi-year partnership with AMD, marking a significant shift in the AI chip landscape.​

Key developments:

  • AMD stock surged 28% following the announcement
  • Partnership begins in 2026 with AMD's next-generation AI GPUs
  • Deal targets massive data center deployments

Market impact: This represents big tech's coordinated effort to reduce dependence on NVIDIA's dominant position in AI hardware.​ The move signals intensifying competition in the AI chip sector.​

What's next: The partnership could reshape AI infrastructure costs and availability, potentially benefiting other companies seeking alternatives to NVIDIA's ecosystem.​

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