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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 SirMaster on Monday October 06, 2025 @03:45PM (#45495449)
I understand that it's that way today. But I am talking about "potential". If OpenAI and AMD engineers get their heads together and make some new software etc, couldn't AMD in theory become as valuable as Nvidia or at least half as valuable?

It seems like to take a 350M market cap company to 2B+ or a 6x+ increase in stock price would be worth doing for a few hundred million dollar investment in software and such?

[ Parent | on HN ]
Re:AMD signs AI chip-supply deal with OpenAI, gives it optio... by blihp on Monday October 06, 2025 @10:20PM (#45498750)
By the time that could feasibly come to fruition, I suspect the AI bubble will have long since popped. Despite making decent GPUs for graphics, AMD can't seem to get its act together on the GPU compute front.
[ Parent | on HN ]