OpenAI's AMD Deal Added $63B in One Day

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October 8, 2025
Join 40,000 readers and get the full notes and summary: https://newsletter.aiwithkyle.com/subscribe Subscribe and turn on notifications to catch the next live stream: https://www.youtube.com/@iamkylebalmer?sub_confirmation=1 Want to become fast-track becoming an AI Trainer? Apply to join the next AI Workshop Kit cohort: https://newsletter.aiwithkyle.com/c/workshop-kit This video is from the ‘AI with Kyle News and Updates Live Stream’ First aired: 7 October 2025 Watch full edited live stream: https://youtu.be/OS2zMi3Qd3Q —— More Useful Resources —— My other daily live show - 30-day building a business in public challenge: https://www.youtube.com/live/Z0Z_1Eg3HUk (day one) Free AI Entrepreneurship Playbooks: https://aiwithkyle.com/catalog Free Quiz: What AI business should you start? https://aiwithkyle.com/tools Free AI Training Business Planner: https://aiwithkyle.com/tools/workshop-builder Free AI Industry Translator Tool: https://aiwithkyle.com/tools/industry-ai-translator Free 10-Week ‘Vibe Coding’ AI Summer Camp: https://aiwithkyle.com/courses/10-week-ai-summer-camp —— Contact —— Best is in YouTube comments. For business enquiries only: https://www.passionfroot.me/iamkylebalmer OpenAI just inked a massive deal with AMD for 6 gigawatts of GPU power, adding $63 billion to AMD's market value in a single day. This strategic move reduces OpenAI's dependence on both Microsoft and Nvidia without spending any upfront cash. Sam Altman has essentially restructured the tech industry by tying Oracle and AMD to OpenAI's future growth, making OpenAI the linchpin of the entire American tech