https://pepelac.news/en/posts/id4182-amd-and-openai-forge-6gw-instinct-gpu-cluster-samsung-gains
AMD and OpenAI forge 6GW Instinct GPU cluster; Samsung gains
AMD and OpenAI to build 6GW Instinct GPU cluster; Samsung to profit from HBM
AMD and OpenAI forge 6GW Instinct GPU cluster; Samsung gains
AMD and OpenAI plan a 6-gigawatt Instinct GPU cluster; MI450 shipments start H2 2026. Samsung gains from HBM3E/HBM4, as OpenAI may secure 10% AMD stake.
2025-10-07T00:18:11+03:00
2025-10-07T00:18:11+03:00
2025-10-07T00:18:11+03:00
AMD and OpenAI have struck a major deal to build a new 6-gigawatt infrastructure cluster using Instinct GPUs. Initial MI450 chip shipments are slated for the second half of 2026. OpenAI could also end up with as much as 10% of AMD’s shares through various market moves.The upside isn’t limited to AMD. Samsung stands to gain as well: it supplies high-speed HBM3E memory for Instinct and is likely to be among the first HBM4 providers for future GPU batches. The more accelerators OpenAI orders from AMD, the more Samsung collects from memory sales.In effect, the latest AI race draws a clear division of roles: AMD builds the chips, OpenAI puts them to work, and Samsung remains the pivotal memory supplier—positioned to earn billions from the artificial intelligence boom.
AMD, OpenAI, Instinct GPUs, MI450, 6-gigawatt AI cluster, Samsung, HBM3E, HBM4, GPU accelerators, AI infrastructure, memory supplier, 10% AMD stake, MI450 shipments 2026, Instinct GPU cluster
2025
news
AMD and OpenAI to build 6GW Instinct GPU cluster; Samsung to profit from HBM
AMD and OpenAI plan a 6-gigawatt Instinct GPU cluster; MI450 shipments start H2 2026. Samsung gains from HBM3E/HBM4, as OpenAI may secure 10% AMD stake.
AMD and OpenAI have struck a major deal to build a new 6-gigawatt infrastructure cluster using Instinct GPUs. Initial MI450 chip shipments are slated for the second half of 2026. OpenAI could also end up with as much as 10% of AMD’s shares through various market moves.
The upside isn’t limited to AMD. Samsung stands to gain as well: it supplies high-speed HBM3E memory for Instinct and is likely to be among the first HBM4 providers for future GPU batches. The more accelerators OpenAI orders from AMD, the more Samsung collects from memory sales.
In effect, the latest AI race draws a clear division of roles: AMD builds the chips, OpenAI puts them to work, and Samsung remains the pivotal memory supplier—positioned to earn billions from the artificial intelligence boom.
