➀ AMD will supply multiple generations of GPUs optimized for OpenAI's AI training and grants OpenAI the right to purchase up to 10% of AMD shares at $0.01 per share, contingent on milestone achievements;

➁ The partnership includes a phased deployment plan starting with 1GW of AMD Instinct MI450 GPUs in 2026 and scaling to 6GW, integrating future chip generations and rack-scale AI solutions;

➂ The deal aligns strategic goals, with AMD projecting tens of billions in revenue and enhanced non-GAAP earnings, while OpenAI aims to accelerate AI infrastructure and democratize advanced AI capabilities.

➀ AMD and OpenAI announced a 6GW AI compute mega-deal, marking a significant milestone in AMD's AI GPU market position with plans to deploy 1GW of MI450 GPUs in late 2026；

➁ The collaboration involves AMD's Venice server CPUs and Pensando networking solutions, providing infrastructure support for large-scale AI deployments；

➂ The agreement includes warrants for OpenAI tied to AMD's stock performance and technical milestones, signaling deep strategic alignment between the companies.

➀ AMD and OpenAI have reached a multi-year agreement for OpenAI to purchase several generations of Instinct GPUs and invest in a 10% stake in AMD.

➁ The deal is expected to begin in the second half of 2026 with the deployment of AMD's Instinct MI450 GPUs.

➂ AMD and OpenAI will collaborate on large-scale deployments of AMD's chips, including both Instinct MI450 series GPUs and rack-scale AI solutions.

➀ AMD announces a multi-year agreement to supply its Instinct™ MI450 AI accelerators for OpenAI's next-gen AI infrastructure;

➁ OpenAI secures an option to acquire a 10% stake in AMD under specific terms;

➂ The deal strengthens AMD's position in the AI computing market, marking a strategic expansion in its AI capabilities.

➀ AMD and OpenAI announce a multibillion-dollar partnership for AI data centers, with AMD supplying 6 gigawatts of MI450 chips starting 2026;

➁ OpenAI secures warrants for 160M AMD shares (10% stake) at $0.01 per share upon meeting deployment milestones, potentially valuing the deal at $60B+;

➂ The deal contrasts with NVIDIA's Intel partnership, as AMD and OpenAI commit to near-term regulatory filings amid an AI infrastructure arms race.

➀ The U.S. NIST report shows OpenAI and Anthropic AI models outperformed China's DeepSeek in 19 benchmarks, especially in software engineering and cybersecurity;

➁ U.S. Commerce Secretary Lutnick credits Trump's AI Action Plan for accelerating American dominance and warns against reliance on foreign AI;

➂ DeepSeek's newer V3.2 model release may challenge current test results, as the U.S. emphasizes ongoing AI security risks and global leadership.

➀ An AI-generated video shows OpenAI CEO Sam Altman "stealing" a GPU from a Target-like store, humorously claiming it's for Sora 2 inference;

➁ Created using OpenAI's new Sora 2 model, the viral clip highlights the tool's realism and the company's pivot to a TikTok-like social platform for AI content;

➂ The video underscores growing concerns about AI's potential to blur reality and the urgent need for content authenticity verification in the AI era.

➀ OpenAI faces significant financial challenges despite announcing $500 billion Stargate infrastructure plans and $10B chip deals, with $5B losses in 2024 and only $13B projected 2025 revenue;

➁ Potential reliance on a future trillion-dollar IPO and uncertain government investments highlights cash flow risks, while its nonprofit-to-profit transition complicates funding timelines;

➂ The AI industry’s 'bubble' comparisons intensify as companies like NVIDIA and Oracle fuel OpenAI’s growth amid unproven profitability models.

➀ OpenAI partners with NVIDIA in a $100 billion deal to acquire next-gen Rubin GPUs for AI data centers, aiming to deploy 10GW computing power by 2026;

➁ Collaborates with Luxshare (Apple supplier) to develop ChatGPT-powered smart devices, signaling a hardware pivot alongside Jony Ive's design expertise;

➂ Pursues IPO to boost valuation amid concerns of an AI bubble, with $500B projected valuation despite $5B 2024 losses.

➀ NVIDIA pledges uninterrupted GPU supply despite $100B OpenAI investment, vowing to prioritize all customers equally.

➁ Major tech giants like Microsoft, Amazon, and Google are developing proprietary AI hardware to reduce dependence on NVIDIA.

➂ Chinese firms accelerate efforts to create alternatives amid U.S. trade restrictions, signaling intensified semiconductor competition.

➀ OpenAI collaborates with Broadcom to develop its first custom AI chip ("XPU"), targeting mass production by 2026;

➁ The move aims to reduce reliance on NVIDIA's GPUs and strengthen control over AI infrastructure;

➂ The chip design combines Broadcom's semiconductor expertise with OpenAI's AI optimization requirements.

➀ Microsoft and OpenAI are locked in critical contract negotiations over access to AGI development and Azure exclusivity, risking a $10 billion SoftBank investment and OpenAI's potential IPO;

➁ OpenAI insists on retaining a clause to withhold AGI models from Microsoft, while Microsoft seeks broader access and aims to maintain its monopoly on AI services via Azure;

➂ Failure to reach an agreement by end of 2025 may force OpenAI to cede more equity to Microsoft and delay profitability amid ongoing financial losses.

➀ OpenAI CEO Sam Altman recently confirmed that GPT-5 will launch in early August.

➁ GPT-5 will come in three versions: Nano, main, and mini, with access primarily through OpenAI's API or ChatGPT.

➂ GPT-5 will integrate multi-step reasoning, but may not perform as expected in all situations and could be slower for complex questions.

➀ OpenAI plans to deploy 29 GE gas turbines (34MW each) at its Texas Stargate data center, aiming to resolve power grid limitations for AI infrastructure;

➁ The turbines' 986MW total output could support ~500,000 AI chips, though only 10 units are currently permitted;

➂ Tech giants like Microsoft and Google explore nuclear SMRs, but gas remains the interim solution amid AI's surging energy demands.

➀ OpenAI leads as the highest-valued AI unicorn at $300 billion with $64 billion raised;

➁ Databricks ($62B) and Anthropic ($61.5B) follow closely, each securing nearly $20 billion in funding;

➂ Four AI firms rank among the top 10 unicorns, including Elon Musk’s xAI, Germany’s Celonis ($13B), and U.S.-based Safe Superintelligence ($30B) despite minimal funding.

➀ Chuan expresses doubts about the success of OpenAI's hardware project due to its negative cash flow of nearly $5 billion per year;

➁ Ming-Chi Kuo's industry investigation suggests that the new AI hardware device developed by Jony Ive and OpenAI is expected to be mass-produced in 2027;

➂ The device will be assembled and shipped outside of China to reduce geopolitical risks, with Vietnam as the current planned location;

➃ The current prototype is slightly larger than the AI Pin, with an exterior design reminiscent of the iPod Shuffle, but designs and specifications may change before mass production.

➀ In Q1'25, global venture funding reached $121 billion, driven by OpenAI's $40 billion raise, valuing the company at $300 billion;

➁ Despite a decline in deal count, AI startups remained the primary beneficiaries of this capital concentration, capturing more than half of the quarter's funding;

➂ The AI dealmaking landscape is evolving, with a shift from infrastructure investments to vertical solutions and application-layer platforms.

➀ The dilemma facing Big Tech is the cost of building AI, with estimates ranging from tens of millions to tens of billions;

➁ Some investments in cheap, effective Chinese products have raised concerns about the wisdom of some investments;

➂ Microsoft is withdrawing from data center projects in various countries, and expectations for GenAI are declining due to high failure rates and dissatisfaction with current results;

➃ OpenAI is not yet profitable and expects positive cash flow only in 2029, despite spending $644 billion on AI programs and data centers.

➀ NVIDIA将为Stargate AI超级计算机提供64,000个新的GB200 AI GPU，以支持OpenAI和Oracle；

➁ 这些GPU预计将在2026年交付，总价值22.4亿美元；

➂ Stargate AI超级计算机位于德克萨斯州阿比林，将与Elon Musk的xAI超级计算机竞争。

OpenAI's release of GPT-4.5 has been delayed due to a shortage of GPUs. CEO Sam Altman mentioned on X that the rollout will be staggered and will involve adding tens of thousands of GPUs next week. This shortage is prompting OpenAI to develop its own AI silicon in partnership with Broadcom.

The high cost of GPT-4.5, at $75 per million input tokens and $150 per million output tokens, is a concern, but Altman emphasizes its unique intelligence.

NVIDIA's GPUs are in high demand, with Blackwell GPUs sold out until October. The expansion of AI infrastructure, including massive AI supercomputers and data centers, is driving this demand.