---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/41112724.md"
description: "$AMD(AMD.US) AMD and OpenAI are both racing towards trillion-dollar valuations. A few months ago, the two companies signed a bet, and now they are in the final stage of mutual commitment: OpenAI will deploy up to 6GW of AMD Instinct series GPUs in phases, with the first 1GW batch expected to start in the second half of 2026; in return, AMD will grant OpenAI up to 160M equity subscription rights (approximately 10%), linked to delivery/market cap milestones. The market reacted strongly to this deal, bringing a lot of upside potential, but it also comes with significant dilution, execution, and infrastructure risks."
datetime: "2026-05-26T14:06:36.000Z"
locales:
  - [en](https://longbridge.com/en/topics/41112724.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/41112724.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/41112724.md)
author: "[晓风 morning_wind](https://longbridge.com/en/profiles/6620864.md)"
---

# $AMD(AMD.US) AMD and OpenAI are both racing toward…


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## Comments (5)

- **新用户_02D6ME · 2026-05-27T23:46:22.000Z**: Talk so much, is the direction right?
- **不奋东西 · 2026-05-26T15:31:22.000Z · 👍 1**: Strongly agree, 600 is within reach.AMD surged about 4% again during today's (May 26, 2026) trading session, with its stock price approaching $480 and hitting a new all-time high. Today's rally was primarily ignited by a "divine assist" from its competitor NVIDIA's CEO, Jensen Huang.​The cor
- **陆羽鸿渐 · 2026-05-26T14:43:04.000Z · 👍 1**: OpenAI's momentum hasn't been weak lately, going back and forth with Company A. It's not the situation of everyone criticizing them as imagined. Whoever ties their development to OAI will see a sharp drop!It seems large language models have nominally entered the 'four into two' phase. It's a duel be
- **晓风 morning_wind · 2026-05-26T14:10:49.000Z · 👍 1**: From this perspective, the possibility of $AMD(AMD.US) stock price not breaking through 600 is relatively low.
- **晓风 morning_wind · 2026-05-26T14:08:54.000Z**: $Meta Platforms(META.US) and $AMD(AMD.US) have also signed similar agreements. The agreed AMD stock price is also to reach $600, while Meta/OpenAI's procurement must reach a certain volume. Now, if AMD's stock price makes a little more effort, this card is essentially free.