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. Leia mais →

OpenAI announced a strategic partnership with AMD to procure AMD's Instinct GPUs for large‑scale AI infrastructure. The agreement envisions deploying up to six gigawatts of compute power, with the first gigawatt slated for the second half of 2026. In addition to the hardware purchase, OpenAI will acquire 160 million AMD shares at a nominal price, potentially giving it a ten‑percent stake in the chipmaker. The deal positions AMD as a core compute partner and underscores OpenAI’s push to diversify its hardware sources beyond its existing relationships. Leia mais →