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A comment on AMD signs AI chip-supply deal with OpenAI, gives it option to take a 10% stake. Parent comment

Re:AMD signs AI chip-supply deal with OpenAI, gives it optio... by hristov on Monday October 06, 2025 @03:35PM (#45495344)
It sure seems that way. The stock options are worth, at the current price of AMD stock, about 32.8 Billion dollars. AMD is giving out these stock options essentially for free in exchange of open ai purchasing chips from AMD.

So open ai are getting a 32.8 billion dollars rebate. But on what? Here the press releases are a bit vague. They say that Open ai committed to buying six gigawatts of AMD chips. Anybody know how to convert that into money?

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Re:AMD signs AI chip-supply deal with OpenAI, gives it optio... by mNovak on Monday October 06, 2025 @03:58PM (#45495579)
I figure these GPUs are typically around 1kW (unclear if 6GW is including overhead like cooling, which might double(?) the power), so in the range of 3-6M GPUs.

If these are somewhere in the range of $10-30k (who knows what current or future models are contemplated), that's $30-180B. So clearly the low end doesn't make sense for the 'rebate', but at the high end a ~17% discount doesn't seem unreasonable.

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Re:AMD signs AI chip-supply deal with OpenAI, gives it optio... by jasonwatkinspdx on Monday October 06, 2025 @03:55PM (#45495543)
> They say that Open ai committed to buying six gigawatts of AMD chips. Anybody know how to convert that into money?

MI350 spec sheet says it's 1000 watts typical. So we're talking about something on the scale of a couple million chips.

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