OpenAI’s Blockbuster AMD Deal Is a Bet on Near-Limitless Demand for AI

This agreement is the latest in a string of data center investment associated with OpenAI and other technology companies. US President Donald Trump within a short period of his opening in January Declaration That OpenAE, softbank and Oracle will invest $ 100 billion to build AI data centers on US soil and over time $ 500 billion in AI infrastructure will be pour.

Data Center Gold Rush is involved in the concept that models will be developed by adjusting to the laws of scaling – until they are more data and computer trained on the computer. “This is the basic story that the scale is thing, and it was true for a while and it may still be true,” UC Berkeley Visiting Professor Jonathan Komi, who studied computing and data center skills, told Ward in September, one talked about, one Openai-Oraccol Deal To create three new data center sites. “This is the bet of many companies in the United States.”

The prominent economy reporter Derek Thompson mentions In a recent post The technology industry is expected to spend about $ 400 billion in AI infrastructure this year – the demand for AI services from US customers is about $ 12 billion in a year, According to a studyThe

Before today’s announcement, Openai had a strategic relationship with AMD. At the AMD’s Advanced AI event in Silicon Valley in June, Ultman briefly joined AMD CEO Lisa Suu. The SU has said that AMD has been responding from customers for years because the company is designing the upcoming MI 400 series chips and OpenAIE is one of those marke customers.

The Ultman mentioned in the stage that the skills moving towards the art of art and the long-level rollout are imposing pressure on AI model manufacturers, and in addition to the NVDia GPU of Openai, “tons of tons, memory and ton CPU” are so dependent on the generation of AI.

In this event, in this event, Ultman describes “great friend” and “icon in II”.

Lauren Good contributed to this report.

Update 10/02/25 3:00 pm ET: This story has been updated to include additional comments AMD.