AMD Makes Frequent Major Moves! Aiming to Break NVIDIA's Single-Point Ecosystem

1．AMD Secures Big Deals for Computing Power; High-End Chips Are Fully Secured by Clients

Recently, AMD, a leading AI chip giant, has been frequently rolling out moves in the AI market. It first announced a cooperation agreement totaling 6GW (gigawatt) with OpenAI, where OpenAI has positioned AMD as its core strategic computing partner. This partnership will drive the large-scale deployment and application of AMD's technologies, injecting robust computing momentum into OpenAI's next-generation AI infrastructure. Among the plans, the deployment of the first-phase 1GW AMD Instinct MI450 GPUs is expected to kick off in the second half of 2026.

Subsequently, AMD secured an order for 50,000 chips with Oracle. Starting from the third quarter of next year, Oracle will deploy 50,000 AMD MI450 chips in its operated data centers, and this cluster will utilize computing power equivalent to 200 megawatts. The two companies stated that they plan to expand their partnership in 2027 and beyond. Meanwhile, at last week's OCP Summit, Meta also showcased the MI450 super-node AI full rack developed in collaboration with AMD. This is a product that AMD will launch next year, and samples have been gradually delivered to North American CSP (Cloud Service Provider) vendors.

Based on recent market information, AMD has achieved remarkable results in the AI market. Although its order volume lags behind NVIDIA, the pace of its market development is no slower than that of NVIDIA.

2. Direct competition between AMD and NVIDIA

In the current global high-end AI chip market, NVIDIA holds over 90% of the global high-end AI chip market share, almost monopolizing the entire market with no competitors of the same tier worldwide. Intel, which competed with NVIDIA in the early days, has gradually faded out of the market. Previously, AMD also had relatively little say in the AI chip sector. After a period of accumulation, AMD has 'made a comeback' with its newly launched MI350 chip, whose performance is on par with the GB200.

NVIDIA's launch rhythm

       MD's chip launch cadence

In 2026, AMD's MI450 is expected to directly compete with the Vera Rubin series of server chips developed by Nvidia, which is AMD's main competitor and the undisputed leader in AI chip design.

3. The relationship between AMD's volume growth and its driving effect on the liquid cooling market

Currently, AMD's MI350 and next year's MI450 GPU orders are being signed quickly, and it is expected to capture 15-20% of the AI chip market share next year. These products will be widely available through leading cloud service providers, including major hyperscale clouds and next-generation Neo clouds. Dell, HPE, and Supermicro will also integrate the accelerators into their platforms. Moreover, AMD stated that the MI350 series began mass production and shipment earlier this month, with the first wave of partner server launches and CSP instances expected to hit the market in the third quarter of 2025. Additionally, leading cloud service clients tend to adopt the liquid-cooled versions.

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· The FF9 liquid cooling quick-change ball valve has identical connector halves, making maintenance, installation, and service simple.

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· Operating temperature range of the liquid cooling-specific ball valve: -40℃ ~ 120℃