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OpenAI and chipmaker AMD sign chip supply partnership for AI infrastructure

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OpenAI and chipmaker AMD sign chip supply partnership for AI infrastructure


The OpenAI logo appears on a mobile phone in front of a computer screen with random binary data, March 9, 2023, in Boston. Credit: AP Photo/Michael Dwyer, File

Semiconductor maker AMD will supply its chips to artificial intelligence company OpenAI as part of an agreement to team up on building artificial intelligence infrastructure, the companies said Monday.

OpenAI will also get the option to buy as much as a 10% stake in AMD, according to a joint statement announcing the deal. It’s the latest deal for the ChatGPT maker as it races to beef up its AI computing resources.

Under the terms of the deal, OpenAI will buy the latest version of the company’s high performance graphics chips, the Instinct MI450, which is expected to debut next year.

The agreement calls for supplying 6 gigawatts of computing power for OpenAI’s “next generation” AI infrastructure, with the first batch of chips worth 1 gigawatt to be deployed in the second half of 2026.

AMD also issued OpenAI with a warrant allowing the AI company to buy up to 160 million shares of AMD’s common stock. That amounts to about 10% of company based on AMD’s 1.6 billion outstanding shares. The warrant will vest based on two milestones tied to the amount of computing power deployed, as well as unspecified “share-price targets.”

Shares of AMD spiked 25% before the opening bell Monday. Shares of Nvidia, which have repeatedly set new record-highs this year, fell slightly.

  • OpenAI and chipmaker AMD sign chip supply partnership for AI infrastructure
    This July 13, 2010, file photo, shows an entrance to the Advanced Micro Devices Inc. (AMD) headquarters in Sunnyvale, Calif. Credit: AP Photo/Paul Sakuma, File
  • OpenAI and chipmaker AMD sign chip supply partnership for AI infrastructure
    Sam Altman, Co-Founder and Chief Executive Officer, OpenAI, testifies before a Senate Committee on Commerce, Science, and Transportation hearing on Capitol Hill in Washington, May 8, 2025. Credit: AP Photo/Jose Luis Magana, file

“This partnership is a major step in building the compute capacity needed to realize AI’s full potential,” OpenAI CEO Sam Altman, said in a news release. “AMD’s leadership in high-performance chips will enable us to accelerate progress and bring the benefits of advanced AI to everyone faster.”

The deal is a boost for Santa Clara, Calif.-based AMD, which has been left behind by rival Nvidia. But it also hints at OpenAI’s desire to diversify its away from Nvidia’s dominance. The AI boom has fuelled demand for Nvidia’s graphics processing chips, sending its shares soaring and making it the world’s most valuable company.

Last month, OpenAI and Nvidia announced a $100 billion that will add at least 10 gigawatts of data center computing power.

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Hands On With Google’s Nano Banana Pro Image Generator

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Hands On With Google’s Nano Banana Pro Image Generator


Corporate AI slop feels inescapable in 2025. From website banner ads to outdoor billboards, images generated by businesses using AI tools surround me. Hell, even the bar down the street posts happy hour flyers with that distinctly hazy, amber glow of some AI graphics.

On Thursday, Google launched Nano Banana Pro, the company’s latest image-generating model. Many of the updates in this release are targeted at corporate adoption, from putting Nano Banana Pro in Google Slides for business presentations to integrating the new model with Google Ads for advertisers globally.

This “Pro” release is an iteration on its Nano Banana model that dropped earlier this year. Nano Banana became a viral sensation after users started posting personalized action figures and other meme-able creations on social media.

Nano Banana Pro builds out the AI tool with a bevy of new abilities, like generating images in 4K resolution. It’s free to try out inside Google’s Gemini app, with paid Google One subscribers getting access to additional generations.

One specific improvement is going to be catnip for corporations in this release: text rendering. From my initial tests generating outputs with text, Nano Banana Pro improves on the wonky lettering and strange misspellings common in many image models, including Google’s past releases.

Google wants the images generated by this new model—text and all—to be more polished and production-ready for business use cases. “Even if you have one letter off it’s very obvious,” says Nicole Brichtova, a product lead for image and video at Google DeepMind. “It’s kind of like having hands with six fingers; it’s the first thing you see.” She says part of the reason Nano Banana Pro is able to generate text more cleanly is the switch to a more powerful underlying model, Gemini 3 Pro.

An example of how the tool can create a composite from multiple images.

Courtesy of Google



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Four Indicted In Alleged Conspiracy to Smuggle Supercomputers and Nvidia Chips to China

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Four Indicted In Alleged Conspiracy to Smuggle Supercomputers and Nvidia Chips to China


Stern said text messages obtained by authorities show Li boasting about how his father “had engaged in similar business on behalf of the Chinese Communist Party.” Stern alleged the messages also show Li, who works at a hardware distribution company, was aware through news articles he shared that the Nvidia chips were subject to export controls. “He explained that his father had ways to import them,” Stern said, again citing Li’s text messages.

Stern told the court that Li “did admit to various facts” during questioning by federal agents on Wednesday that implicated him.

The defendants face various charges related to violating export control laws and up to 20 years in prison.

Ho and Raymond did not immediately respond to requests for comment sent to LinkedIn accounts purportedly belonging to them. Public defenders for Chen and Li declined to comment.

Nvidia spokesperson John Rizzo said in a statement that “even small sales of older generation products on the secondary market are subject to strict scrutiny and review” and that “trying to cobble together datacenters from smuggled products is a nonstarter, both technically and economically.”

Corvex, an AI cloud computing business Raymond consulted for, said in a statement that it had rescinded a job offer for him to join the company full-time and that it had no connection to the alleged wrongdoing.

Earlier this year, the US Department of Commerce was reportedly considering restricting the sale of advanced chips to Malaysia and Thailand in an effort to curb chip smuggling, but the regulations have yet to be finalized. The Commerce Department did not immediately respond to a request for comment.

Magistrate Judge Westmore ordered Li to hire an attorney because she said he had significant equity in a San Leandro, California, home and other assets, making him ineligible for a public defender. The magistrate also set a hearing for Tuesday to decide whether Li is a significant flight risk and should continue to be detained. He holds a US green card and Hong Kong citizenship.

Li, wearing glasses, flipflops, and a black windbreaker, nodded in response to some of Westmore’s statements but did not speak. Kaitlyn Fryzek, his temporary public defender, said Li is planning to marry a US citizen. “His incentive is to stay and get married to his fiancée,” Fryzek said.



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Got a Pixel 10? Google’s Android Phone Can Now Share Files With Apple’s AirDrop

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Got a Pixel 10? Google’s Android Phone Can Now Share Files With Apple’s AirDrop


The caveat is that the iPhone user will need to switch AirDrop into the “Everyone for 10 Minutes” mode instead of “Contacts Only” mode. Google says this isn’t some kind of workaround solution. It’s a direct, peer-to-peer connection; your data isn’t routed through a server, shared content isn’t logged, and no extra data is shared. Naturally, iPhone owners will be able to send data back to Pixel 10 phones as well.

Google has not worked with Apple on this cross-compatibility, as the company says it “welcomes the opportunity” to work with Apple so that this sharing function can work in the Contacts Only mode. “We accomplished this through our own implementation,” a Google spokesperson tells WIRED. “Our goal is to provide an easy and secure file-sharing experience for our users, regardless of who they are communicating with.”

In a security blog post, Google says the underlying strategy for what makes this new synergy between Quick Share and AirDrop work is the memory-safe Rust programming language. “These overlapping protections on both platforms work in concert with the secure connection to provide comprehensive safety for your data when you share or receive,” writes Dave Kleidermacher, vice president of Google’s platforms security and privacy.

Google tapped NetSPI, a third-party and independent penetration testing firm, to validate the security of the new sharing feature. The findings? The interoperability is “notably stronger” than other industry implementations. That’s pretty important, considering what happened the last time someone tried to improve cross-compatibility between iOS and Android without Apple: The startup Beeper tried to make texts from Android phones show up as blue bubbles on iPhones and caused all kinds of drama.

The number of people who can actually use this feature is limited because it’s only available on Google’s latest Pixel 10 smartphones, which just launched this past August. However, Google says it’s looking to expand the feature to more Android devices in the future.

This new feature in Quick Share is rolling out starting today to the Pixel 10 series, which includes the Google Pixel 10, Pixel 10 Pro, Pixel 10 Pro XL, and Pixel 10 Pro Fold. As it’s rolling out, you may not see it immediately on your device. To use it, all you need to do is select something to share, whether it’s a file, contact, or photo, choose Quick Share in the sharing menu, and make sure the iPhone owner has their AirDrop set to “Everyone for 10 Minutes Only.” The iPhone will be able to see the Pixel 10 device and can receive or send data.



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