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WalterWilliams
WalterWilliams
July 24, 2026

OpenAI is accelerating its AI infrastructure diversification, deploying AMD Helios GPU racks for three months and planning to co-develop AMD's next-gen MI500 series AI chips. Expected in 2027 with TSMC 2nm process, CDNA6 architecture, and HBM4E memory, the MI500 aims for a 1000x AI performance boost from 2023 to 2027. This multi-supplier strategy reduces OpenAI's reliance on NVIDIA.

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