Squawk on the Street AMD Soars on OpenAI Partnership: AMD CEO and OpenAI Co-Founder & President "First on CNBC" 10/06/25
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Oct 6, 2025 
Lisa Su, the CEO of AMD, leads the company's AI initiatives, while Greg Brockman, co-founder of OpenAI, directs their innovative strategies. They discuss a groundbreaking multi-year partnership where OpenAI will purchase six gigawatts of AMD GPUs, a deal that could transform the AI landscape. Brockman explains the necessity of this collaboration for massive compute capabilities, and Su highlights AMD's role in fueling AI growth. Their chat delves into environmental concerns, market dynamics, and the future of chip technology in AI.
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Cramer Recounts Persuading Moment With Lisa Su
- Jim Cramer told a story about Lisa Su persuading him years ago to change his view on AMD.
- He used that memory to underscore how perceptions can shift as companies execute.
AI Orders Reprice The Entire Hardware Ecosystem
- The market is already re-rating suppliers across the AI stack, lifting memory and foundry stocks.
- Cramer highlights the SMH and Taiwan Semi reaction to large AI orders as evidence.
Align Performance With Commercial Terms
- Align hardware performance with customer needs to win long-term AI deals.
- Tie commercial terms to measurable deployment success to cement partnerships.
