At a recent Wired interview, AMD chief executive Lisa Su rejected the notion that the artificial‑intelligence sector is in a bubble. She argued that fears of an AI bubble are overstated and highlighted the growing demand for chips to power data‑center workloads. Su also discussed AMD’s expanding relationship with OpenAI, which will deploy billions of watts of Instinct GPUs over several years, and reaffirmed the company’s focus on rapid innovation to stay ahead of rivals such as Nvidia. Leer más →

OpenAI announced a multi‑year agreement to purchase a massive volume of AMD chips, including the right to acquire roughly a 10 percent stake in the chipmaker. The deal commits OpenAI to buying six gigawatts of AMD Instinct MI450 GPUs over the coming years, with the first gigawatt slated for deployment in the second half of 2026. In addition to expanding its AMD partnership, OpenAI will continue to invest in Nvidia hardware. The agreement is positioned as a key component of a broader U.S. push to build AI data centers and reflects the growing demand for compute power across the generative‑AI ecosystem. Leer más →