AMD OpenAI Partnership
The posts discuss the partnership between AMD and OpenAI, with AMD's stock price surging due to the deal. The partnership involves AMD providing 6GW of AI infrastructure using their chips.
Sam Altman
@@sama
1d
Excited to partner with AMD to use their chips to serve our users! This is all incremental to our work with NVIDIA (and we plan to increase our NVIDIA purchasing over time). The world needs much more compute...
Shay Boloor
@@StockSavvyShay
1d
Breaking down the AI deals between $NVDA, $AMD & OpenAI
Trung Phan
@@TrungTPhan
1d
the plot thickens
Cheddar Flow
@@CheddarFlow
1d
INSIDER TRADE OF THE YEAR Just 2 trading days ago, we posted a whale bought $6M+ of $AMD calls (Super Unusual) Today, OpenAI announced a 10% stake in AMD and those calls are now up +300% They made +$18,000,000 in 2 days...
The Kobeissi Letter
@@KobeissiLetter
1d
You can't make this up: On October 2nd, users on X began noting unusual options activity in AMD, $AMD. Over $6 million worth of long-dated calls were purchased and flows into AMD stock were strong. One user explicitly said they "bet AMD just signed a multi-billion dollar deal
AMD
@@AMD
1d
Today, we’re announcing a multi-year, multi generation strategic partnership with @OpenAI that puts AMD compute at the center of the global AI infrastructure buildout. 6GW of AI infrastructure Initial 1GW deployment of AMD Instinct MI450 series GPU capacity beginning 2H
Chubby
@@kimmonismus
1d
Matt Levine sums up the absurdity of the current economic situation; OpenAI and AMD have entered into a, well, interesting business and partnership.
The Kobeissi Letter
@@KobeissiLetter
1d
BREAKING: AMD stock, $AMD, soars over +25% on news that OpenAI is taking up to a 10% stake in the company. OpenAI will deploy up to 6 gigawatts of AMD Instinct GPUs, beginning with a 1-gigawatt rollout in 2026. This is a MASSIVE deal.
Hyperliquid
