When The Underdog Finally Wins: The Rebirth Of AMD @LogicallyAnswered

Uploaded November 2025 | Updated September 2026, 2 weeks ago

For years, AMD was seen as the runner-up. NVIDIA owned the AI GPU market with a 94% share, while AMD barely held on with six percent. NVIDIA’s CUDA software ecosystem made them untouchable, and for a long time, AMD couldn’t compete. But everything just changed. OpenAI has officially signed a massive deal with AMD—potentially worth $100 billion. It’s not just about chips anymore, but the future of AI hardware. AMD’s Instinct MI300X already beats NVIDIA’s H100 in certain workloads, and the upcoming MI450 series was designed with direct input from OpenAI engineers. In exchange, OpenAI could receive up to 10% of AMD’s stock if performance milestones are hit. It’s a risky move, but it might finally break NVIDIA’s monopoly. After years of being an afterthought, AMD is suddenly at the center of the AI race. Whether this gamble pays off will decide who powers the next generation of artificial intelligence.

LinkedIn: linkedin.com/in/hariharan-jayakumar-silo
Instagram: instagram.com/hariharan.jayakumar

Timestamps:
0:00 - The State Of AMD
0:30 - The Moat
5:10 - The Fight To Catch Up
9:08 - The 10 Percent Bet

Resources:
pastebin.com/jW4Zuqs5

When The Underdog Finally Wins: The Rebirth Of AMD

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