CorporateWednesday, December 17, 2025

AMD deepens AI bet with data center and GPU supercycle push

Source: WRAL / PredictStreetRead original
AMD: A Semiconductor Titan Forging the Future of AI and High-Performance Computing

TL;DR

AI-Summarized

A long-form analysis published via WRAL’s markets platform outlines how AMD is leaning into the AI ‘supercycle’ with Instinct GPUs, EPYC CPUs, and recent AI-focused acquisitions, backed by strong Q3 2025 revenue growth. The piece, timestamped 11:18 AM EST on December 17, 2025, highlights AMD’s strategic deals with hyperscalers and OpenAI and frames the company as a central player in AI data center build‑outs.

About this summary

This article aggregates reporting from 1 news source. The TL;DR is AI-generated from original reporting. Race to AGI's analysis provides editorial context on implications for AGI development.

Companies Mentioned

OpenAI
OpenAI
AI Lab|United States
Valuation: $500.0B
Private company - No stock data
AMD
AMD
Chipmaker|United States
Valuation: $337.9B
AMDNASDAQMarket Closed
At news: $200.83Now: $200.83
Oracle
Oracle
Cloud|United States
Valuation: $628.7B
ORCLNYSEMarket Closed
At news: $179.55Now: $179.55

Related Deals

Licensing
Partnership
Investment
Drag nodes to explore | Featured companies highlighted
Licensing

Disney granted OpenAI’s Sora a one‑year exclusive license to use over 200 Disney, Marvel, Pixar and Star Wars characters for user‑generated AI video content as part of a broader three‑year partnership.

The Walt Disney CompanyOpenAIOpenAIOpenAIOpenAIThe Walt Disney Company
Dec 2025
Partnership

BBVA and OpenAI formed a strategic partnership to co‑develop AI‑powered banking experiences and deploy ChatGPT Enterprise to BBVA’s global workforce.

BBVAOpenAIOpenAI
Dec 2025
Partnership

BBVA and OpenAI entered a strategic partnership to expand ChatGPT Enterprise to BBVA’s global workforce and co-develop AI solutions for banking operations and customer experiences.

BBVAOpenAIOpenAI
Dec 2025
Investment

Disney makes a $1B equity investment in OpenAI alongside a multi-year character-licensing partnership for Sora-generated short videos.

The Walt Disney CompanyOpenAIOpenAI
Dec 2025
Partnership

Disney becomes Sora’s first major content licensing partner and commits a $1B equity investment in OpenAI as part of a three-year AI content and enterprise technology partnership.

The Walt Disney CompanyOpenAIOpenAI
Dec 2025