[jcranmer]

OpenAI is supposed to be buying something like $100 billion of chips from AMD. On top of the hundreds of billions to like five other companies for AI chips and other compute. Where do those several hundred billions come from? That's the question being asked here.

[AlanYx]

Not all of the $100 billion are purchases by OpenAI ("AMD expects to receive more than $100 billion in new revenue over four years from OpenAI and other customers").

For some reason the OpenAI portion of this deal is quoted in gigawatts rather than number of MI450s purchased, which makes it hard to tell how much of that $100 billion is from OpenAI. It's probably around $80 billion.

[tanh]

Just the 1st tranche of shares would be like $6 billion at $220 so if they borrow against that they can fund it. If the hype continues they keep it going