AMD's Recent Success and Future Outlook Signal Growth

In October 2025, AMD and OpenAI signed a significant five-year deal involving 6 GW of AMD GPUs, marking a major shift in AI infrastructure investments and signaling increased competition with Nvidia. The partnership includes deploying AMD's Instinct MI450 series GPUs and rack-scale solutions, reflecting a broader trend of deepening collaborations among leading tech companies in AI development. This ecosystem is driven by the rising demand for compute power, especially for inference tasks, which are expected to dominate AI workloads by 2028.