During the latest third-quarter earnings call, AMD CEO Dr. Lisa Su shared the latest developments of the company's collaboration with OpenAI and revealed that several clients are now waiting in line to establish similar-scale partnerships with AMD. This news not only highlights AMD's important position in the artificial intelligence market but has also attracted widespread attention from the industry.
Dr. Lisa Su stated that the collaboration with OpenAI will bring significant revenue to AMD, with this deal expected to generate up to $10 billion in income for the company. This successful cooperation has increased the interest of other customers, and AMD is actively planning similar collaborations with multiple potential clients to ensure a broad customer base, thereby reducing the risks associated with customer concentration.
AMD is currently fully committed to developing AI chips such as Instinct MI450. These new chips have improved architectures, enhancing energy efficiency, and aiming to continue making progress in rack-level configurations. According to Dr. Lisa Su, the production of the Instinct MI355 series chips has already started to increase, with a strong growth trend expected to continue until 2026, while the MI450 series chips are expected to be officially launched in the second half of next year.
Additionally, Dr. Lisa Su revealed that AMD has obtained the export license for the MI308AI chip to China. Although the official specifications of this chip have not been released, industry insiders generally believe its performance will be comparable to NVIDIA H20. This news undoubtedly adds more leverage for AMD in the competitive AI market.
AMD is increasing its investment in the field of artificial intelligence, narrowing the gap with its competitor NVIDIA by continuously launching new products. With the rapid development of AI technology, AMD's performance in data centers and AI business will receive increasing attention.
