AI Chips Today - AMD and OpenAI Revolutionize AI Infrastructure Partnership

Recent developments in AI chip technology have seen a significant collaboration between AMD and OpenAI, focusing on the deployment of AMD's GPUs for AI infrastructure. Under a new multi-year agreement, OpenAI will integrate 6 gigawatts of AMD Instinct GPUs, beginning with a 1-gigawatt deployment in the second half of 2026. This partnership highlights the combined expertise of AMD's high-performance computing systems and OpenAI's advancements in generative AI, aiming to accelerate the development of large-scale AI deployments. Such initiatives are poised to enhance the AI ecosystem by leveraging future generations of AMD technology and aligning strategic interests between the two companies.

• Advanced Micro Devices (NasdaqGS:AMD) last closed at $164.67 down 3%.

Elsewhere in the market, Advantest (TSE:6857) was a notable mover up 13.8% and finishing the session at ¥17,855. On Monday, the company showcased its advanced semiconductor test solutions and AI-driven testing innovations at SEMICON West 2025, featuring collaborations with NVIDIA for cutting-edge applications. Meanwhile, InnoScience (Suzhou) Technology Holding (SEHK:2577) trailed, down 4.4% to finish the session at HK$87.80.

AMD's strategic advancements could rapidly expand its AI-driven market share amid fierce competition click to read the full narrative on the company.

Don't miss our Market Insights article, "The Bull and Bear Thesis on AI’s Decade of Disruption," exploring the transformative potential and economic impacts of AI, including pivotal advances in AI chip technology.

Best AI Chip Stocks

• ASML Holding (ENXTAM:ASML) ended the day at €880.10 up 0.3%, not far from its 52-week high.
• NVIDIA (NasdaqGS:NVDA) settled at $187.62 down 0.7%, near its 52-week high. Today, the company announced its AI technology integration with Advantest for enhanced semiconductor testing.
• Intel (NasdaqGS:INTC) ended the day at $36.83 down 1.3%, close to the 52-week high. Intel will present at the CSCMP EDGE 2025 Conference today.

Summing It All Up

• Reveal the 73 hidden gems, such as OmniVision Integrated Circuits Group, ASM International and Hygon Information Technology, among our AI Chip Stocks screener with a single click here.
• Ready For A Different Approach? AI is about to change healthcare. These 32 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10b in market cap - there's still time to get in early.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Sources:

• Simply Wall St
• "AMD and OpenAI Announce Strategic Partnership to Deploy 6 Gigawatts of AMD GPUs" from Advanced Micro Devices, Inc. on GlobeNewswire (published 06 October 2025)

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