00:00A massive deal between AMD and OpenAI could eventually challenge NVIDIA's market dominance.
00:05U.S. chipmaker AMD says the partnership with the firm behind ChatGPT could bring in over
00:10$100 billion U.S. dollars over four years. The agreement gives OpenAI the option to buy up to
00:16a 10% stake in AMD and will see the deployment of hundreds of thousands of AMD chips starting
00:21in the second half of 2026. AMD's shares surged more than 30% after the announcement,
00:27and now makes up about 3% of the U.S. chip sector's total market cap compared to NVIDIA's 50%.
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