AMD and OpenAI Sign $100 Billion AI Chip Deal — Breaking Nvidia’s Monopoly
AMD and OpenAI: A Deal That Could Redefine the AI Chip Market ― A New Turning Point in the Global Semiconductor Battle, October 2025 AMD has signed a multiyear contract with OpenAI worth around $100 billion in GPU supplies over four years. Following the announcement, AMD’s stock price surged 30% in pre-market trading, while Nvidia slipped 1%. This development marks a dramatic shift in the balance of power in the global AI semiconductor race. --- Part 1. AMD’s Comeback and Market Reassessment ― A New Variable in the AI Era In 2025, Advanced Micro Devices (AMD) has re-emerged as a central player in the semiconductor industry. For years, AMD stood in the shadows of two giants: Intel in CPUs and Nvidia in GPUs and AI accelerators. Until 2023 and early 2024, when the AI boom truly took off, investors were overwhelmingly focused on Nvidia. Nvidia commanded over 80% of the AI training GPU market, establishing a near-monopoly position. After ChatGPT’s explosive success, Nvidia’s GP...