OpenAI Inks AMD Chips Deal Worth Tens of Billions of Dollars
- Thread starter user nl
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hist78
Well-known member
You mean Elon as well?
Good question. I don’t know whether his friends list is growing or shrinking after so many episodes of drama.
hist78
Well-known member
hist78
Well-known member
It's kind of fun here:
Sept 2025:
Nvidia invests (up to) $100B in OpenAI as they buy GPUs and build out data centers together
Oct 2025:
OpenAI invests up to $60B in AMD as they sell GPUs / build out data centers together
The cynic in me also can't help but wonder "Is OpenAI a money laundering scheme (illegal export sales) for Nvidia?"
AMD's revenue and profit will impact the value of OpenAI's holdings/Warrants at AMD. Consequently it will impact the value of Nvidia's investment at OpenAI.
Additionally, Nvidia announced to invest $5 billion in Intel.
And the $100 billion investment OpenAI acquired from Nvidia can be potentially used to procure hardware from Nvidia's competitors: AMD and Intel.
It's complicated.
the AI frenzy will be pushed a bit further with this for sure. Some say OpenAI has already become too big to fail. What do you guys think about Elon's xAI effort as a comparison?
tooLongInEDA
Moderator
Is it just me or do some of these creative financing arrangements (the CoreWeave/nVidia circular relationship being just one example and this feeling in some ways similar) display symptoms of a positive feedback system ? [OpenAI can't have all the $100bns they claim to be investing/spending/whatever]. And if so, should we really be expecting a stable result ?
On this topic: HBM 4E memory employs a separate logic die. Those die are being made at Foundries. Samsung is using their own Foundry while Hynix is using TSMC.
AI Overview
Logic dies for HBM4 memory are being fabbed by different companies, with Samsung Electronics using its own 4nm foundry process and TSMC producing base dies on its 12nm 12FFC+ and 5nm N5 processes for SK Hynix. Some manufacturers are also exploring innovative designs, such as SK Hynix's goal to integrate logic and memory on a single die for HBM4 to improve performance and reduce complexity.
hist78
Well-known member
In addition to SK hynix, I believe Micron also provides HBM memory to TSMC’s customers for packaging at TSMC.
I also believe Samsung, a latecomer to HBM3, is doing (or will do) the same, working with TSMC for integration. I’m not sure how far their collaboration will go.
I use both Grok and ChatGPT. Generally Grok is better. I use them both side by side and compare results. I still get wrong answers now and again but not as much as last year. Grok references SemiWiki more so that is a plus.
user nl
Well-known member
OpenAI seems creative in many of its financial arrangements. I just read this extensive piece on its financial and ownership structure. In this analysis it states that Softbank has demanded some changes, and if they do not materialize by end of 2025, they will reduce their investment in OpenAI from 30 to 20 B$.
Anyone any more info/understanding on how the discussion between Softbank's financial restructuring demands on OpenAI and OpenAI's PBC evolves?
https://www.mbaknol.com/general-business-articles/who-owns-openai-a-simple-guide-to-its-complex-ownership-structure
SoftBank’s $40B condition and future funding
SoftBank’s massive investment shows the high stakes in OpenAI’s transition. The Japanese investment giant plans to fund OpenAI with $10 billion in April 2025 and another $30 billion in December. One critical condition exists – OpenAI must become a for-profit entity by the end of 2025. SoftBank would cut its total investment to just $20 billion if the restructuring fails. This pressure shows how OpenAI’s governance choices directly affect its ability to get the capital needed for AI advancement.https://group.softbank/en/news/press/20250401
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user nl
Well-known member
Another "ducking a question" by Lisa Su, in this other interview on the AMD-OpenAI deal, on the risk for the industry in general by the US-government's decision to invest in INTEL. It seems Lisa Su praises the benefits of working together, the task of the whole AI-ecosystem and "IT TAKES A VILLAGE" kind of speak to make the AI happen to the benefit of society, but Su is clearly not "touching the role of INTEL in this AI-VILLAGE".
The role of INTEL is clearly presently non-of-her-AMD's-business it seems:
https://finance.yahoo.com/news/amd-...mall-after-massive-openai-deal-202818700.html
The role of INTEL is clearly presently non-of-her-AMD's-business it seems:
https://finance.yahoo.com/news/amd-...mall-after-massive-openai-deal-202818700.html
siliconbruh999
Well-known member
Intel is doing the base dies at their fab as well for their GPUs iirc
Stratechery has a great substack article analyzing OpenAI recent move.
stratechery.com
OpenAI’s Windows Play
OpenAI is making a play to be the Windows of AI: the all-encompassing platform that controls both hardware supplier and software developers.
stratechery.com
user nl
Well-known member
Stratechery has a great substack article analyzing OpenAI recent move.
OpenAI’s Windows Play
OpenAI is making a play to be the Windows of AI: the all-encompassing platform that controls both hardware supplier and software developers.
View attachment 3713
Perhaps, the future will tell. I would not underestimate the potential of Gemini integrated tightly within Chrome and all its apps. And also third party apps in the future, I suppose, or already there (?) for some third party apps, I'm no expert on these external apps:
https://blog.google/products/chrome/new-ai-features-for-chrome/
As of September 2025, Google Chrome holds a dominant market share of approximately 71.77% across all platforms, marking its highest share ever. Apple Safari is a distant second with about 13.9%, followed by Microsoft Edge at 4.67%. Chrome is the leading browser on desktop, mobile, and tablet devices.
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