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AMD Secures Major Data Center Deal with OpenAI
Advanced Micro Devices (NASDAQ: AMD) is poised for significant revenue growth following a recent partnership with OpenAI to deploy six gigawatts of data center chips by 2030. This deal is estimated to be worth approximately $90 billion and comes as AMD prepares to report its third-quarter results on November 4, 2025.
In its second quarter of 2025, AMD generated a record $7.7 billion in total revenue, with $3.2 billion deriving from its data center business, primarily through GPU sales. Analysts anticipate that fulfilling the OpenAI contract could require 3 million to 6 million of AMD’s MI450 GPUs, bolstering its standing against rival Nvidia.
As part of the deal, OpenAI may acquire up to 160 million AMD shares at $0.01 each, contingent on certain milestones, presenting potential dilution risks for existing shareholders. AMD’s stock has surged 109% in 2025, but concerns about valuations and the financial viability of the partnership remain.
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