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The OpenAI-AMD partnership could massively expand OpenAI’s compute capacity for GPT-5 while positioning AMD’s chips as a strong alternative to Nvidia’s In sum – what to know: Turning point – The deal marks a turning point for AMD, which is jockeying for position as a viable alternative to Nvidia in …
Some say the circular nature of the deals is ‘bull,’ while others say they’re the best way to keep pace with the breakneck speed of AI infrastructure’s development. There’s daily debate now about the interconnectedness of Nvidia and OpenAI deals, but is it the best way to keep pace with …
CoreWeave added 120 MW of new data center capacity in Q3, bringing its total to 590 MW, and grew its contracted power portfolio to 2.9 GW In sum – what to know: Revenue backlog doubled to $55.6B – CoreWeave added $25 billion in new contracted revenue, citing rapid demand growth …
OpenAI will use AMD as a core compute partner for large-scale AI workloads, extending an existing collaboration In sum – what to know: 6GW of AMD GPUs – The multi-year agreement begins with a 1GW deployment of MI450 GPUs in 2026, expanding to 6GW across future generations. Equity incentives – …
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