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 …

Revenues from neoclouds surpassed $5 billion in the second quarter of 2025, according to new data from Synergy Research Group In sum – what to know: Neoclouds surpass $5B in Q2 – Revenues from AI-focused cloud providers surged 205% year over year, signaling accelerating demand for GPU-centric capacity. Market to …

Lisa Su, AMD chair and CEO, said that a recent partnership with OpenAI will significantly accelerate the firm’s data center AI business In sum – what to know: Data center revenue surges 22% – AMD’s data center segment hit $4.3 billion in Q3, driven by strong demand for 5th Gen …

OpenAI also signed a MoU with the Ministry of Science and ICT to assess opportunities for data center facilities outside the Seoul metropolitan area In sum – what to know: Expanded chip capacity in Korea – Samsung and SK hynix aim to scale memory production to 900,000 DRAM wafer starts …