OpenAI reportedly struck a $50B+ partnership with AMD tied to 6 gigawatts of power, adding to Nvidia’s $100B pact and the $500B Stargate plan. These deals couple compute procurement directly to multi‑gigawatt energy builds, accelerating AI‑driven power demand.
— It shows AI finance is now inseparable from energy infrastructure, reshaping capital allocation, grid planning, and industrial policy.
PW Daily
2025.10.07
100% relevant
“OpenAI announced a $50B+, 6‑gigawatt partnership with AMD,” alongside Nvidia’s $100B/10‑GW and the $500B Stargate buildout.
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