Brind.
  1. AMD MI300X is designed to compete with Nvidia H100, leading to a major market downturn following guidance from Broadcom. OpenAI and Meta have secured deployment deals with AMD.
  2. AMD is gaining significant market share in the AI infrastructure race through major GPU commitments from OpenAI and Meta, supported by partners like ZT Systems.

AMD secured massive 12GW Instinct GPU contracts with both OpenAI and Meta.

1 report, 1 independent Updated Jul 18
AI-generated analysis. Brind wrote this summary from the reports listed below. It can be wrong. Each section says how much you can rely on it, and the sources are linked so you can check.

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AMD secured massive 12GW Instinct GPU contracts with both OpenAI and Meta.

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