DEAL AMD of Openai is a bet on semi -limited demand for artificial intelligence

This deal is the latest in a series of data center investments that include Openai and other technology companies. Soon after his inauguration in January, US President Donald Trump Declare Openai, SoftBank and Oracle will invest $ 100 billion in building artificial intelligence data centers on American soil and will break up to $ 500 billion in an artificial intelligence infrastructure over time.

The center Gold Rush partially depends on the idea that the models will improve in line with the scaling laws – as long as they trained more data and account. “A visitor professor at the University of California at Berkeley, who is studying in the field of computing and the efficiency of the data center,” Jonathan Komei, a visitor professor at the University of California at Berkeley, who is studying in the field of computing and efficiency of the data center, said. Openai-Oracle Deal To create three new sites for the data center. “This is the bet that many AI companies make.”

Derek Thompson, a prominent economy correspondent. In a modern publication The technology industry is expected to spend about $ 400 billion on Amnesty International’s infrastructure this year – while the demand for artificial intelligence services from American consumers is about $ 12 billion annually, According to one study.

Openai had a strategic relationship with AMD before today’s announcement. At the AMD’s Advanced AI event in Silicon Valley in Jun, Altman joined for a short period to the CEO of AMD Lisa Su is on the stage. Soo Inn said, I had notes from customers for a few years as the company designs the Mi400 series coming from the chips, and that Openai is one of these dodging customers.

Altman indicated on the stage that the movement of the industry towards the thinking models was pressing the makers of artificial intelligence models in terms of efficiency and long context applications and that Openai needed “tons of memory, tons, tons of central processing units”, in addition to the GPUS NVIDIA to the manufacture of AI, the mother is very flat.

SU described, in this event, Altman as a “great friend” and “icon in artificial intelligence”.

Lauren Jude contributed to this report.

Update 10/02/25 3:00 pm East time: This story has been updated to include an additional AMD comment.