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LogicallyAnswered

AMD OpenAI

LogicallyAnswered
Oct 19th, 2025 (edited)
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  1. Sources:
  2. https://wccftech.com/nvidia-gpu-market-share-swells-to-94-percent-amd-drops-to-6-in-q2-2025/
  3. https://www.linkedin.com/pulse/what-cuda-understanding-its-origins-mechanics-ai-bojan-tunguz-ph-d--ivpke/
  4. https://archive.org/details/01.-nvidia-annual-reports/NVIDIA%20Corporation%20%28NVDA%29%20Annual%20Report%202016/page/n7/mode/2up
  5. https://nvidianews.nvidia.com/news/new-nvidia-pascal-gpus-accelerate-deep-learning-inference
  6. https://companiesmarketcap.com/amd/revenue/
  7. https://www.amd.com/en/corporate/xilinx-acquisition.html
  8. https://www.crn.com/news/components-peripherals/amd-completes-49b-xilinx-acquisition-largest-chip-deal-in-history
  9. https://techcrunch.com/2023/10/11/amd-acquires-nod-ai-to-bolsters-its-ai-software-ecosystem/
  10. https://youtu.be/rYVPDQfRcL0?si=EznsnSRNdqWF1-nb&t=15
  11. https://community.amd.com/t5/instinct-accelerators/introducing-the-amd-instinct-mi300-series-accelerators-powering/ba-p/650424
  12. https://www.crn.com/news/components-peripherals/amd-launches-instinct-mi300-ai-chips-to-challenge-nvidia-with-backing-from-microsoft-dell-and-hpe
  13. https://www.amd.com/en/products/accelerators/instinct/mi300.html
  14. https://www.trgdatacenters.com/resource/mi300x-vs-h100/
  15. https://www.trgdatacenters.com/wp-content/uploads/2024/12/AMD-Instinct-MI300X-vs-NVIDIA-H100-Performance-Summary-600x338.jpg.webp
  16. https://www.trgdatacenters.com/wp-content/uploads/2024/12/data-src-image-9a818339-c1a4-4b97-8209-37686542f56f-600x360.png.webp
  17. https://www.tomshardware.com/tech-industry/supercomputers/instinct-mi300-could-be-fastest-product-to-dollar1-billion-in-amd-history
  18. https://ir.amd.com/news-events/press-releases/detail/1171/amd-showcases-growing-momentum-for-amd-powered-ai-solutions-from-the-data-center-to-pcs
  19. https://seekingalpha.com/news/4095417-amds-core-business-may-impact-guidance-susquehanna-says?source=content_type%3Areact%7Cfirst_level_url%3Amarket-news%7Csection_asset%3Amain
  20. https://drive.google.com/file/d/1uZUZEo0jMzx4c2EAhRp-l7BUqgIF9WFf/view?usp=sharing
  21. https://www.marketwatch.com/story/can-amd-gain-ground-on-nvidia-this-new-bear-sees-a-tough-road-ahead-3e21a2a0
  22. https://thescimus.com/blog/rocm-vs-cuda-a-practical-comparison-for-ai-developers/
  23. https://www.investors.com/news/technology/amd-stock-ai-event-called-largely-uneventful/
  24. https://www.futuriom.com/articles/news/how-amd-is-gaining-ground-against-nvidia/2025/01
  25. https://www.tomshardware.com/pc-components/gpus/nvidia-says-its-h100-h200-gpus-are-not-sold-out-despite-jensen-alluding-otherwise-during-earnings-call-company-clarifies-it-has-plenty-of-gpu-supply
  26. https://ir.amd.com/news-events/press-releases/detail/1260/amd-and-openai-announce-strategic-partnership-to-deploy-6-gigawatts-of-amd-gpus
  27. https://247wallst.com/investing/2025/10/18/the-biggest-winners-from-amds-nasdaq-amd-massive-openai-data-center-deal/
  28. https://www.youtube.com/live/5dmFa9iXPWI?si=SWOVTZJmLfTXXjRE&t=6962
  29. https://www.techbuzz.ai/articles/nvidia-ceo-surprised-amd-gave-openai-10-in-chip-deal
  30. https://pcoutlet.com/software/ai/amd-is-losing-the-ai-battle-to-nvidia
  31. https://www.businesswire.com/news/home/20240925781761/en/Vultr-Advances-Global-AI-Cloud-Inference-with-AMD-Instinct-MI300X
  32. https://www.businesswire.com/news/home/20240925781761/en/Vultr-Advances-Global-AI-Cloud-Inference-with-AMD-Instinct-MI300X
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