publication
2025-10-06 16:15
AMD shares on Wall Street grew rapidly on October 6, 2025, because the company announced a multi -billion, many years of Openai agreement for the supply of advanced graphic processors (GPU) for infrastructure of artificial intelligence. According to the terms of the contract, Opeli also received the possibility of purchasing up to 10% of AMD shares. The cobweb of mutual connections of the AI industry giants is getting more and more tangled.
The announced cooperation includes the implementation of 6 computing power gigawatts in OpenAI data centers, using the latest AMD Instinct Mi450 GPU and subsequent generations of AI solutions. The entire value of the contract may reach several dozen billion dollars, which will significantly increase AMD revenues in the coming years. In addition, Opeli got the right to purchase up to 160 million AMD shares (i.e. almost 10% of the company's shares).
Advanced Micro Devices (AMD) shares at Nasdaq in New York after opening the cash session on October 6 increased by over 33 percent. Up to $ 226.56 and the highest level in history, valuing the company at around $ 270 billion. Information about AMD cooperation with Open AI conquered the AMD share price in trade on the so -called pre-market by about 36 percent After about 30 minutes of cash session, the AMD exchange rate gained about 26 percent. to $ 209.34 per item.
AMD up and nvidia?
Thanks to the agreement, AMD opens its way to expansion on the global solution market for advanced AI, and investors expect a further increase in revenues and strengthening the company's market position. What is worth noticing, a shares competitive in the field of NVIDIA graphic processors recorded a decrease by about 1 percent. After starting the listing, which emphasizes the importance of this transaction for the market.
The persistent global upward trend in AI markets means that such strategic contracts are seen as a catalyst for further increases in the value of companies operating in this area. “For AMD, it is not only a huge boost of capital, but also prestige and proof of the effectiveness of Instinct Mi450 products and Helios platform,” noted analysts from DM XTB.
OpenAI contract and investments in AMD
The transaction is part of the observed trend, in which the largest companies in the technology industry conclude many years of contracts regarding computing power and the provision of infrastructure ensuring the development of the AI industry. At the same time, apart from typical trade agreements, more and more in the field of mutual investments and capital connections of entities being leaders of the technology industry, and related to artificial intelligence.
As mentioned, Opeli received Warrants for the purchase of up to 160 million AMD shares. This right will be gradually acquired as the next stages of the joint project implementation, including the implementation of 6 GW AI infrastructure based on AMD Instinct Mi450 GPU and subsequent generations.
The first part of the option is to be granted when the first gigawat computing power is launched, and further tranches depend on both the achievement of commercial and technological goals, as well as specific levels of AMD share price.
Earlier, Oracle informed about huge (growth to $ 455 billion) for many years for computing cloud infrastructure. Later, it turned out that Nvidia would invest up to $ 5 billion. In Intel and up to $ 100 billion in Open AI, which in turn intends to build a hundred billion data centers based on AI processors of this manufacturer of integrated circuits. Microsoft has been involved in Open AI for several years, and Google and Supermicro are also a spider of mutual contract and capital connections.
The observed rapid increase in scale and the intensity of contract and capital connections between leading companies from the AI industry – such as Opeli, Nvidia, Microsoft, AMD, Intel and Oracle includes long -term delivery contracts, joint investments, mutual acquisition of shares and extensive infrastructure cooperation.
