Artificial intelligence is becoming a new pillar of the global economy - and the map of technological power is changing with it. The agreement between AMD and OpenAI represents one of the biggest milestones in the history of the chip industry. While Nvidia has long dominated GPU computing, AMD is now gaining direct access to the most in-demand customer on the planet, opening the way to billions in revenue from expanding AI infrastructure. The market's reaction was immediate: shares of AMD jumped nearly 24%, the biggest daily gain since the pandemic year of 2020.

The deal with OpenAI calls for the delivery of over 6 GW of computing power across multiple chip generations, starting with the MI450 in the second half of 2026. Included in the deal is an equity stake in OpenAI - up to 160 million AMD$AMDshares , roughly 10% of the company, to be released as milestones are reached. Such close strategic alignment is unprecedented in the AI sector. This is a direct merger between a hardware…