Part 6/12:
This partnership signals a major endorsement of AMD’s high-performance chips, positioning AMD at the core of the AI revolution. It follows similar moves, such as OpenAI's recent preference for Nvidia's AI systems and major orders placed by Broadcom, indicating robust demand for AI hardware. Industry insiders, including Dan Ives, see this as a validation of AMD's role in dominating the AI chip market, alleviating fears about overvaluation and circularity in the chip industry’s supply chain.