How the Massive OpenAI and AMD Deal Challenges Nvidia’s Dominance

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• 00:03

  OpenAI and AMD announced a partnership that could challenge Nvidia's dominance.

• 00:08

  Plus Paramount CEO David Ellison installs the free presses Barry Weiss as editor-in-chief of CBS News.

• 00:16

  There are certainly plenty of folks who think a lot of the moves Ellison has been making

• 00:21

  since he took over Paramount,

• 00:24

  the parent of CBS, only two months ago, by the way.

• 00:27

  are aimed at appeasing or keeping the White House off his back.

• 00:34

  And the Trump administration's confrontation with Democratic-led states over the deployment of the National Guard escalates nationwide.

• 00:42

  It's Monday, October 6th.

• 00:44

  I'm Alex Oselev for The Wall Street Journal.

• 00:46

  This is the PM edition of What's News,

• 00:49

  the top headlines and business stories that move the world today.

• 00:55

  OpenAI and chip designer Advanced Micro Devices have announced a multi-billion dollar partnership to collaborate on AI data centers that will run on AMD processors.

• 01:05

  It's one of the most direct challenges yet to industry leader NVIDIA.

• 01:09

  Joining me now is WSJ Heard on the street columnist Dan Gallagher.

• 01:13

  Dan, what does this deal entail?

• 01:15

  Essentially,

• 01:16

  OpenAI is promised to buy a lot of AMD's artificial intelligence chips in order to staff up about six gigawatts worth of computing capacity over the next several years.

• 01:27

  That's a lot of computing.

• 01:28

  I saw somebody refer to this.

• 01:30

  You think of a gigawatt as essentially the output of an entire nuclear power plant.

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