AMD Attracts Multiple “OpenAI-Scale” Clients for Next-Gen AI Chips, Highlighting Strong Demand for Instinct Lineup

During AMD’s recent Q3 earnings call, CEO Lisa Su shared exciting news that several customers are eager to form partnerships resembling AMD’s collaboration with OpenAI. This is indicative of AMD’s growing role in the evolving AI landscape.

Exploring New Partnerships for Instinct AI Chips

Team Red is witnessing heightened interest from major players in the AI sector, particularly following their strategic alliance with OpenAI, which is projected to be a game-changer with an estimated revenue impact of $100 billion. As highlighted by CEO Lisa Su, AMD is currently engaging in discussions with multiple clients to forge agreements similar to that with OpenAI, although specific details remain under wraps. The implications of these partnerships could be far-reaching. In a recent exchange during the earnings call, Lisa Su addressed the growing engagement with a variety of customers:

Q: How is the OpenAI partnership influencing your market position, and what is the risk of customer concentration with OpenAI?

A: Lisa Su, CEO: The OpenAI partnership is significant and has increased interest and engagement from other customers. We are planning for multiple customers at similar scales to OpenAI, ensuring a broad customer base to mitigate concentration risk.

This development holds promise, particularly for AMD’s future in AI technologies. The company is committed to enhancing its Instinct AI chip lineup, including variations like the Instinct MI450. They are focusing not only on architectural improvements but also on greater power efficiency and optimal configurations for rack-scale deployment. AMD executives have indicated that the MI450 series is poised to make a substantial impact, effectively positioning AMD as a favorable alternative to NVIDIA’s offerings and addressing any barriers to adoption among competitors.

Close-up of a powerful GPU chip with intricate design, emphasizing advanced technology and innovation. — Image Credits: AMD

Furthermore, Su indicated that AMD’s next-generation AI chips, particularly the Instinct MI355 series, are already ramping up production. This momentum is expected to carry into 2026, with the MI450 series projected to launch in the second half of next year. These advancements are anticipated to elevate AMD’s data center and AI segments significantly, bringing them into the mainstream market.

With the potential for extensive partnerships beyond OpenAI, the competitive landscape in the AI chip market is likely to intensify as more organizations seek to leverage AMD’s innovative technologies.

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