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AMD's CEO, Lisa Su, revealed in the company's recent Q3 earnings call that the firm has multiple customers hoping to strike a deal of a similar magnitude to the OpenAI partnership. AMD Could See Partnerships With Companies Other than OpenAI, Involving Upcoming Instinct AI Chips It appears that Team Red is garnering significant attention from the mainstream AI industry, particularly following the firm's recent collaboration with OpenAI, a deal that is expected to generate $100 billion in revenue. It appears that AMD is in talks with multiple customers to establish an agreement on a similar framework, according to what CEO Lisa Su disclosed; however, the specifics of how the partnership would unfold are uncertain for now. Here's what AMD's CEO said on this matter: 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 is indeed an optimistic development regarding AMD's future, especially when it comes to the Instinct AI lineup, as Team Red is 'doubling down' on AI chips like the Instinct MI450, not just in terms of architectural advancements, but also in power efficiency and rack-scale configurations being offered. Based on comments from AMD's executives over time, it appears that the Instinct MI450 series will be a pivotal moment in the company's AI journey, as it is claimed that the lineup will bridge the gap with NVIDIA offerings, leaving competitors no excuse for non-adoption. AMD's CEO also gave an insight into what we should expect next-gen AI chips to drop in the markets, and it is disclosed that the Instinct MI355 series has started to see production ramp-up, continuing with "strong momentum" moving into 2026, and similarly, the Instinct MI450 series will drop in the markets by H2 of next year. There are significant advancements expected with the MI450 lineup, which will bring AMD's DC and AI business into the mainstream segment. Considering the prospects for extensive collaborations with partners beyond OpenAI, industry competition is expected to increase substantially.
