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WHO TOLD YOU?

 Before You Accept Another Limit, Answer the Question. What if one of the biggest obstacles standing between you and your future is something you were told—and never questioned? “You can't.” “You're not ready.” “People like you don't make it.” “It's too late.” “Be realistic.” But here is the question: WHO TOLD YOU? That question is about to become more than a conversation. It is becoming music. EXELLO is preparing to unveil WHO TOLD YOU? — a 12-track album built around questions many people spend their entire lives avoiding. And the countdown has begun. THIS IS NOT JUST ANOTHER ALBUM WHO TOLD YOU? explores the invisible forces shaping human choices: identity, attention, distraction, comfort, discipline, time, failure, purpose, character, responsibility, legacy and the future. Instead of simply telling listeners what to think, the project asks them to examine why they think the way they do. Who defined your limitations? Who owns your attention? Where is your time going? ...
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AMD and OpenAI Strike Multibillion-Dollar Deal — AMD Shares Soar ~24%

By Itoro Uwah | October 6, 2025

AMD and OpenAI multibillion-dollar deal graphic

In a landmark move shaking up the AI and semiconductor sectors, AMD announced a multibillion-dollar strategic partnership with OpenAI, the creator of ChatGPT. The news sent AMD’s shares rallying by about 24% on Monday as the company pushes to challenge Nvidia’s long-standing dominance in AI accelerators.

Key Facts of the Deal

  • Supply Commitment & Scale: AMD will supply OpenAI with 6 gigawatts of AI compute over several years, starting with a 1-GW deployment in H2 2026 using the AMD Instinct MI450 GPU series. (OpenAI)
  • Equity Warrant & Stake Option: AMD issued OpenAI a warrant for up to 160 million shares of AMD stock—representing about 10% ownership if fully exercised. (Reuters)
  • Revenue & Market Impact: Analysts estimate this deal could yield tens of billions in annual revenue, with some projecting more than $100B over four years. (Reuters)
  • Stock Surge & Analyst Upgrades: AMD’s shares jumped about 24% following the announcement, prompting several analyst upgrades. (MarketWatch)

Why It Matters

This agreement marks a pivotal moment in the AI chip wars. While Nvidia continues to lead the data-center GPU market, AMD’s move positions it as a credible alternative. For OpenAI, this partnership diversifies its hardware sources, reducing dependency and boosting bargaining power — a smart hedge in the fast-evolving AI landscape.

The collaboration ensures both companies’ interests are tightly aligned; as AMD’s performance and market share grow, OpenAI’s stake gains value — driving long-term synergy and innovation.

What to Watch Next

  • Execution & Supply: Can AMD scale production and meet its aggressive roadmap milestones?
  • Milestone-Based Vesting: The equity warrant depends on performance metrics and share-price targets.
  • Competitive Response: Nvidia and other chipmakers could react with faster releases or pricing shifts.

Further Reading

#AMD #OpenAI #AIChips
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