OpenAI is famous for its ChatGPT chatbot. Samuel Boivin/NurPhoto/Getty Images
In a significant challenge to Nvidia’s dominance, OpenAI announced Monday it would buy 6 gigawatts of computing power from data centers that will run exclusively on AMD chips.
Nvidia ( NVDA ) has become the go-to AI chipmaker in recent years, propelling it to a $4.6 trillion market capitalization that has made it the world’s most valuable public company. OpenAI, famous for its ChatGPT AI chatbot, is the artificial-intelligence frontrunner that just made waves when it launched the breakthrough video generator Sora 2 .
Just two weeks ago, the companies announced a $100 billion partnership , in which Nvidia agreed to start delivering chips in 2026.
But AMD is no slouch, and demand for AI computing powe