Operational Excellence (OPEX) Daily Briefing – Tuesday, October 07, 2025: AMD – OpenAI: When Chip Quality Becomes a Strategic Lever Through the Lens of Operational Excellence Tool.
Điểm Tin Operational Excellence (OPEX) Mỗi Ngày – Thứ Ba, Ngày 07/10/2025: AMD – OpenAI: Khi Chất Lượng Chip Trở Thành Điểm Tựa Chiến Lược Qua Lăng Kính Của Công Cụ Trong Operational Excellence.
Welcome to my unique weekday article for the paid subscriber-only edition.
Operational Excellence (OPEX) Daily Briefing – issued on weekdays (Monday to Friday).
Điểm tin Operational Excellence (OPEX) hằng ngày (phát hành các ngày thứ Hai đến thứ Sáu).
This is the bilingual post in English and Vietnamese. Vietnamese is below.
Đây là bài viết song ngữ Anh-Việt. Tiếng Việt ở bên dưới.
Don’t forget the unique BizDecoded series.
🔍 20 Brands, 20 Deep Dives: The Business Behind the Money Machine
Starting from August 20, 2025, get ready for a masterclass like no other.
English
1. Official Information
On October 7, 2025, several major financial outlets reported that AMD’s stock surged after the company announced a new chip supply agreement with OpenAI. This was seen as a major turning point in the increasingly heated global AI race. OpenAI—backed by Microsoft—has been seeking alternative chip suppliers to reduce its dependence on Nvidia. Meanwhile, AMD has been striving to strengthen its competitive position in the GPU and AI accelerator segment, long dominated by Nvidia.
This deal not only boosted AMD’s stock price but also carried symbolic weight: the market now views AMD as a legitimate “second player” capable of challenging Nvidia. For OpenAI, diversifying chip supply is critical to sustaining the rapid pace of developing massive AI models (from GPT-5 to future projects).
2. Market Context and Strategic Significance
Over the past two years, demand for AI chips has exploded. Data centers worldwide—from the U.S. and China to Europe—are scrambling to acquire GPUs for AI workloads. Nvidia currently holds more than 80% of this market. However, such dependence brings risks: rising GPU prices, supply shortages, and political pressure from export restrictions.
For OpenAI, the biggest “bottleneck” is computing capacity. Without GPUs/accelerators, all AI model ideas remain theoretical. Securing a partner like AMD is therefore a strategic move: ensuring supply while creating competitive pressure to prevent Nvidia from monopolizing pricing.
For AMD, this is a golden opportunity to:
• Assert its position on the global AI map.
• Boost revenues from its Data Center segment, viewed as the “future” beyond traditional PCs.
• Build brand equity by aligning with some of the biggest names of the AI era, such as OpenAI and Microsoft.