Nvidia’s AI Juggernaut: What You Need to Know About NVDA After the $100 Billion OpenAI Deal and Its Record Rally (Oct 2025)
Recent News (Late Sept – Oct 6 2025) AMD–OpenAI Partnership Challenges Nvidia’s Dominance Reuters and technology outlets reported on Oct 6 that AMD signed a multi‑year deal to supply hundreds of thousands of AI GPUs (6 GW) to OpenAI. The deal gives OpenAI an option to buy up to 10 % of AMD. AMD expects tens of billions of dollars annually from the partnership and more than $100 billion of revenue over four years reuters.com. TweakTown added that the contract uses milestone‑based stock vesting, with the first gigawatt of GPUs arriving in the second half of 2026 tweaktown.com. The announcement came less than two weeks after Nvidia pledged