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AMD and OpenAI's strategic partnership to deploy six gigawatts of AMD GPUs shows the massive impact of AI on public companies.

The partnership between NVIDIA and OpenAI is about building AI infrastructure at the chip, software, and systems level to support OpenAI's growth.

OpenAI's partnership with NVIDIA involves a $100 billion investment aimed at expanding compute capacity.

Despite skepticism about the feasibility of OpenAI's deals, Broadcom's market value surged by $150 billion following the announcement, driven by excitement over AI and data centers.

NVIDIA's partnership with OpenAI involves investing $100 billion over time, potentially generating $400 billion in revenue for NVIDIA.

NVIDIA's $100 billion investment in OpenAI will allow OpenAI to use NVIDIA's AI semiconductors, requiring 10 gigawatts of power, equivalent to the consumption of 8 million homes.

The agreement between OpenAI and AMD comes just weeks after OpenAI revealed a $100 billion chip deal with NVIDIA.

The partnership between NVIDIA and OpenAI involves a $100 billion investment to build AI infrastructure, potentially generating $400 billion in revenue for NVIDIA.

OpenAI has struck a multi-billion dollar deal with AMD, securing 6 gigawatts of compute capacity to power its AI data centers. In exchange, OpenAI could secure up to a 10% stake in AMD if it meets certain deployment milestones.

The recent OpenAI-Broadcom deal is valued at approximately $350 billion, or $88 billion per year, based on the estimation that one gigawatt of chips equals about $35 billion. This deal adds to OpenAI's existing commitments with AMD, Nvidia, CoreWeave, and Oracle, totaling around $880 billion.