"The first was the announcement of a major new strategic partnership between OpenAI and chipmaker AMD. The deal will see AMD provide its M4150 graphic processing units (GPUs) to OpenAI's data centers beginning in the second half of 2026. OpenAI will use these chips primarily for inference-that is, running its AI products such as ChatGPT, Sora, and its API, rather than for training new models."
"Eventually, OpenAI has committed to purchasing six gigawatts worth of AMD chips, and AMD has granted OpenAI warrants that could, if certain conditions are met, give OpenAI rights to up to 10% of AMD's shares. AMD's stock initially jumped by more than a third on the news, before eventually closing up about 26% for the day. My colleague Sharon Goldman had more on the deal here."
"The second news item yesterday was OpenAI's announcement of a new apps feature in ChatGPT. This essentially allows ChatGPT to easily call on other services, such as Spotify for music, or Expedia for travel inquiries, and deliver responses from those apps directly into the chat. At first, this might seem like OpenAI taking aim at the market for existing digital assistants, such as Amazon's Alexa, Apple's Siri, and the Google Assistant."
OpenAI announced a strategic partnership with AMD to supply M4150 GPUs to data centers starting in the second half of 2026. The GPUs will be used primarily for inference workloads running products like ChatGPT, Sora, and the API rather than for training new models. OpenAI committed to purchasing six gigawatts of AMD chips and received warrants that could grant rights to up to 10% of AMD's shares; AMD stock rose sharply. OpenAI also introduced a ChatGPT apps feature that enables calls to external services such as Spotify and Expedia, positioning ChatGPT as a stronger competitor to existing digital assistants.
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