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The AI Kingmaker War: AMD’s $26 Billion Bet to Topple Nvidia’s Trillion-Dollar Throne

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AMD and OpenAI reveal a multibillion-dollar infrastructure deal that makes a massive statement: compute is the crown jewel, and AMD wants more of it. Under the agreement, OpenAI is to have access to the equivalent of six gigawatts’ worth of AMD GPUs, and the first large-scale rollouts based on the next MI450 family from AMD are in the second half of 2026. The agreement also includes a... https://crafmin.com/the-ai-kingmaker-war-amds-26-billion-bet-to-topple-nvidias-trillion-dollar-throne/

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