(BFM Stock Exchange) – The American start -up announced this Monday, October 6, place an order to the flea manufacturer of up to six gigawatts. OPENAI will also become a shareholder of the company via actions derived instruments.

Right now, ads of mini -racing contracts in AI fall like the dead leaves in the fall.

This Monday, October 6, the American start-up Openai, known for developing the models of artificial intelligence (LLM) GPT (IA), used by Chatgpt, unveiled a mega-control of graphic processors from AMD, the Nvidia rival in the matter.

This contract will relate to the equivalent of 6 gigawawatts (which represents approximately 4 EPR reactors) of “AMD Instinct MI450” chips. The deployment of these chips for the Openai data centers is planned for the second half of 2026.

The two groups do not give any value linked to this potential contract. Bloomberg believes that this agreement could represent “tens of billions of dollars”.

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OPENAI soon shareholder of AMD

UBS, as part of an investment contract announced last week by NVIDIA in OPENAI for IA infrastructure capacities of 10 Gigawatts, estimated that each Gigawatt of Data Centers represented expenses of around 50 billion dollars.

On this basis, the contract announced by OPENAI in AMD would represent a total of 300 billion spending, even if the entirety would not be devoted to purchases of graphic processors and therefore to AMD.

The agreement announced by the two companies also provides that Optai will become a shareholder of AMD via products derived from action (“warrants”). Depending on certain steps points, the young shoot will acquire up to 160 million AMD shares, which represents up to $ 34.2 billion during the current AMD action.

At Wall Street, AMD action flies to the stock market and takes 30.6% in pre -opening exchanges on Monday.

In addition to Openai’s order and investment, this announcement emphasizes a little more than AMD will also have a role to play in the rise of AI and the construction at high speed of the data centers.

This contract credits the group’s graphic processors as an alternative to Nvidia products. “The perspectives (of AMD, editor’s note) in AI remain in good fixed” noted in August Morningstar.

This announcement can, with this in mind, reassure the market, after the investment agreement of $ 100 billion in Nvidia in Openai. This announcement seemed “particularly negative for AMD, because it strengthens Nvidia’s domination on the market,” said UBS.

It is also yet another announcement of tens or even hundreds of billions of dollars in tech and AI. For example, Oracle announced, in September, a contract at 300 billion dollars with Openai.

These contracts between tech giants can worry certain observers who see it as a dangerous circularity. These companies make expenses which, ultimately, return directly or indirectly to their accounts.

For example, the 100 billion investments of Nvidia in Openai will serve to buy the company’s graphic processors and will return at least in part in the pocket of the company of Jensen Huang.

“It is not necessary to be skeptical about the general promises of IA technology to consider this announcement (the investment of Nvidia in Openai, editor’s note) as a worrying signal as to the self -sufficiency that the whole sector now shows,” wrote Bespoke Investment Group in a note cited by CNBC. “If Nvidia must provide capital that constitutes its income in order to maintain its growth, the entire ecosystem could become non -viable,” added the financial intermediary.