AI Sector Analysis: October 7, 2025
AMD and OpenAI Announce Chip Deal as AI Stocks Propel Markets to New Highs
Olivia Sharp
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Chipmaker AMD and artificial intelligence leader OpenAI announced a major chip supply partnership on Oct. 6, 2025, a deal that includes an option for OpenAI to acquire a stake of up to 10% in AMD and sent the chipmaker's stock soaring. The agreement fueled a broader rally in AI-related stocks, pushing major U.S. indices to record highs, even as a new report showed 72% of S&P 500 companies now formally disclose AI as a material risk to their business.
Chipmaker AMD and artificial intelligence leader OpenAI announced a major chip supply partnership on Oct. 6, 2025, a deal that includes an option for OpenAI to acquire a stake of up to 10% in AMD and sent the chipmaker's stock soaring. The agreement fueled a broader rally in AI-related stocks, pushing major U.S. indices to record highs, even as a new report showed 72% of S&P 500 companies now formally disclose AI as a material risk to their business.
Key developments
- AMD and OpenAI announced a multi-year partnership for AMD to supply AI chips for OpenAI's infrastructure, with …
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