AMD is deploying its Helios rack-scale solution specifically for OpenAI.

The entities involved

• AMD →

  American multinational semiconductor company

  • A market sell-off hit major chip companies (AMD, Intel, Micron, Samsung, Nvidia) as the AI trade cooled and investors entered risk-off mode.Mon 17:34
  • Hyperscalers are competing for AI market share, driving high demand for semiconductors and boosting corporate profits.Mon 16:49
• OpenAI →

  American artificial intelligence research organization

  • Leaders call for international cooperation on AI risks, tech leaders call for oversight, and the CMA proposes stricter search engine choice requirements.Mon 17:41
  • Experts, including Dario Amodei at Cornell University, warned about the power and limits of AI, specifically citing risks of AI taking control of the internet.Mon 17:41

Related events

• Celestica is building rack-scale systems for OpenAI, establishing itself as a core supplier in the AI buildout. UBS upgraded its stock rating to Buy.Aug 29
• AMD will deploy AI compute across Rackspace data centers.Jun 17
• AMD is engaged in multiple business arrangements, including deploying GPUs for Anthropic and maintaining a separate arrangement with OpenAI. Anthropic's IPO timeline is also under media scrutiny.Sep 6
• AMD compares its MI455X against Nvidia's GPUs and Anthropic plans to deploy chips in Helios racks.Aug 26
• OpenAI announces massive commitments to various partners, including 10 GW of Nvidia systems, a $300B cloud capacity goal, and new deals with AMD and Broadcom.Jun 26