--- title: "Lisa Su Isn't Worried About AI Hype Fears, Says Big Bet With OpenAI Could Pay Off 'Tens Of Billions Of Dollars' — AMD Stock Spikes 1.5% After Hours" description: "AMD shares rose 1.53% in after-hours trading following a 24% increase during the regular session. CEO Lisa Su dismissed AI hype concerns, stating the technology's potential is just beginning. AMD's de" type: "news" locale: "en" url: "https://longbridge.com/en/news/260117857.md" published_at: "2025-10-07T02:49:53.000Z" --- # Lisa Su Isn't Worried About AI Hype Fears, Says Big Bet With OpenAI Could Pay Off 'Tens Of Billions Of Dollars' — AMD Stock Spikes 1.5% After Hours > AMD shares rose 1.53% in after-hours trading following a 24% increase during the regular session. CEO Lisa Su dismissed AI hype concerns, stating the technology's potential is just beginning. AMD's deal with OpenAI will provide up to six gigawatts of GPU power for AI infrastructure, potentially generating "tens of billions of dollars" in revenue starting in 2026. OpenAI's CEO Sam Altman emphasized the need for more computing power, complementing Nvidia's $100 billion investment in OpenAI. AMD ranks well in stock performance despite short-term weaknesses. Shares of **Advanced Micro Devices, Inc.** (NASDAQ:AMD) extended their momentum in after-hours trading on Monday, rising 1.53% following a nearly 24% surge during the regular session. ## **AMD CEO Lisa Su Dismisses AI Hype Concerns** On Monday, AMD CEO **Lisa Su** said the AI boom is just beginning, dismissing concerns that the current investment surge is overblown. "I would say that's probably thinking too small. You have to really look at what the power of this technology can do for the world," she told Yahoo Finance on Monday. Her comments came after AMD announced a landmark deal with **ChatGPT**\-maker OpenAI to provide up to six gigawatts of Instinct GPU power for the company's next-generation AI infrastructure. The multi-year agreement begins in 2026 with AMD's new **MI450** chips and could generate "tens of billions of dollars" in revenue, according to Su. ## **OpenAI CEO Sam Altman Says The World Needs Much More Compute** OpenAI CEO **Sam Altman** confirmed the partnership on **X**, formerly **Twitter**, saying it complements his company's ongoing work with **Nvidia Corporation** (NASDAQ:NVDA). "The world needs much more compute," he wrote. Last month, Nvidia pledged $100 billion to OpenAI, including plans to roll out at least 10 gigawatts of its Vera Rubin systems beginning in the second half of 2026. OpenAI co-founder and president **Greg Brockman** shared Alman's post and said, "The world continues to underestimate AI demand: we're already compute bottlenecked on launching new features." AMD ranks highly in **Benzinga's Edge Stock Rankings**, showing strong medium and long-term price trends despite short-term weakness. Click here for a closer look at the stock, its peers and competitors. - **Nvidia’s Multi-Trillion Dollar AI Playground: McKinsey Quantifies 3.5x Surge In AI Data Center Demand, Presenting $6.2 Trillion Opportunity For NVDA** ***Disclaimer:** This content was partially produced with the help of AI tools and was reviewed and published by Benzinga* *Photo Courtesy: jamesonwu1972 On Shutterstock.com* ### Related Stocks - [AMD.US - AMD](https://longbridge.com/en/quote/AMD.US.md) - [OpenAI.NA - OpenAI](https://longbridge.com/en/quote/OpenAI.NA.md) - [AMDL.US - GraniteShares 2x Long AMD Daily ETF](https://longbridge.com/en/quote/AMDL.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | OpenAI 高管:工程师变成 “魔法师”,AI 将开启新一轮创业狂潮 | OpenAI 内部曝光:95% 工程师已用 AI 编程,代码审查全由 Codex 接管!负责人 Sherwin Wu 预言,未来两年模型将具备数小时长任务处理能力,工程师正变为指挥智能体的 “巫师”。随着模型吞噬中间层,为 “超级个体” 服 | [Link](https://longbridge.com/en/news/275998627.md) | | 一切向 “钱” 看!ChatGPT 正式开测广告,网上骂声一片 | OpenAI 开始对免费与低价订阅用户测试广告功能,以缓解高昂运营成本。此举引发用户强烈反对,被批损害体验与信任。竞争对手 Anthropic 借机讽刺,OpenAI CEO 则激烈回击。此举背后是为支撑其千亿美元级融资谈判,向资本市场证明 | [Link](https://longbridge.com/en/news/275435957.md) | | “OpenAI 链” 强劲反弹 | OpenAI 的 ChatGPT 月增长率已恢复到 10% 以上,计划本周推出新模型,推动复苏。Similarweb 报告显示,ChatGPT 在 2026 年首月实现应用下载量和月活跃用户数的增长,Codex 使用量增长约 50%。同时, | [Link](https://longbridge.com/en/news/275376241.md) | | 因 “太像人” 而被迫消失?OpenAI 为何永久关停 GPT-4o | OpenAI 宣布将于 2 月 13 日永久关停 GPT-4o 模型。该模型因高度拟人化和过度迎合特质,导致用户产生严重情感依赖,甚至引发自杀及心理危机等多起法律诉讼。尽管部分用户强烈抗议,公司仍决定以安全为由强制下线,转推更具防护性的替代 | [Link](https://longbridge.com/en/news/275419737.md) | | Anthropic 按 3800 亿美元估值敲定 300 亿美元融资 | Anthropic 已完成最新的融资交易,从投资者处筹集 300 亿美元资金,融资后估值达到 3800 亿美元(含本轮融资金额),这进一步增强了这家人工智能公司在与劲敌 OpenAI 竞争中的实力。 | [Link](https://longbridge.com/en/news/275804797.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.