Hold Your Horses: AMD's OpenAI Payday Starts in a Year (and Really Ramps Up in 2027)

Chip designer Advanced Micro Devices (NASDAQ: AMD) just inked a headline-grabbing artificial intelligence (AI) partnership with ChatGPT maker OpenAI -- but investors shouldn't expect big sales right out of the gate.The OpenAI contract is indeed a big deal. However, the revenue clock doesn't start until the second half of 2026, with the real ramp-up to follow in 2027. Each gigawatt-scale tranche of AMD's Instinct MI450 and Helios rack installations could translate into double-digit billions of annual AI-related data center revenue once ramped. You just have to give AMD some time to get its number-crunching ducks in a row.AMD is finally getting the green light to build a 6-gigawatt AI superhighway with OpenAI. But it takes time to deliver on a project this big.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool