Technology10/7/2025TechCrunch

Wall Street analysts explain how AMD’s own stock will pay for OpenAI’s billions in chip purchases 

Wall Street analysts explain how AMD’s own stock will pay for OpenAI’s billions in chip purchases 

According to Wall Street analysts, AMD's agreement to finance OpenAI's chip purchases could potentially generate up to $100 billion for the AI company. The deal involves AMD providing the necessary hardware and financing for OpenAI's operations, with the expectation that OpenAI will use AMD's chips extensively. This arrangement is seen as a strategic move by AMD, as it allows the company to secure a significant share of the growing AI chip market while also benefiting from the potential success of OpenAI's models. Analysts believe that the revenue generated from OpenAI's chip purchases could effectively "pay for" the financing provided by AMD, creating a mutually beneficial partnership. The article highlights the significance of this deal in the context of the rapidly evolving AI landscape, where companies are vying for a competitive edge. The potential $100 billion in revenue for OpenAI underscores the high stakes involved and the importance of securing strategic partnerships in this rapidly advancing field.

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