Mirror Review
October 10, 2025
OpenAI announced a multi-year, multi-generation strategic partnership with AMD, marking a major expansion of its AI infrastructure.
Under the deal, OpenAI will deploy 6 gigawatts of AMD GPUs, starting with 1 gigawatt of AMD Instinct MI450 GPUs in the second half of 2026.
OpenAI CEO Sam Altman said, “This partnership is a major step in building the compute capacity needed to realize AI’s full potential. AMD’s leadership in high-performance chips will enable us to accelerate progress and bring the benefits of advanced AI to everyone faster.”
Moreover, AMD CEO Lisa Su added, “This partnership brings the best of AMD and OpenAI together to create a true win-win enabling the world’s most ambitious AI buildout and advancing the entire AI ecosystem.”
While this OpenAI AMD partnership promises to accelerate AI innovation, it also raises serious questions about monopolistic control in the AI industry.
Here Are The 5 Biggest Risks Of AI Monopoly
1. Stifled Innovation and Reduced Competition
The OpenAI AMD Deal consolidates massive AI compute resources in a single company.
Smaller startups and mid-sized AI firms may struggle to compete without access to comparable hardware.
With 6 gigawatts of GPU power reserved for OpenAI, fewer players can build next-generation AI models at scale, potentially slowing innovation and allowing a handful of dominant companies to set the industry’s direction.
2. Data Concentration and Unfair Advantage
AI relies on vast datasets to train models.
Companies with superior compute resources can process larger datasets faster, improving model performance.
The OpenAI AMD partnership allows OpenAI to scale up its data processing dramatically, reinforcing its competitive advantage.
This “rich get richer” effect could limit smaller firms’ access to meaningful AI breakthroughs and raise privacy concerns about centralized data control.
3. Economic Inequality in AI Profits
AMD expects the partnership to generate tens of billions of dollars in revenue, highlighting how financial gains concentrate at the top.
Jean Hu, AMD EVP and CFO, emphasized: “Our partnership with OpenAI is expected to deliver tens of billions of dollars in revenue for AMD while accelerating OpenAI’s AI infrastructure buildout. This agreement creates significant strategic alignment and shareholder value for both AMD and OpenAI.”
The OpenAI AMD Deal demonstrates how a few corporations dominate AI infrastructure, capturing the lion’s share of the economic gains while smaller companies and the broader ecosystem lag behind.
4. Ethical Concerns and Algorithmic Bias
Monopolized AI development can embed the perspectives and biases of a few organizations into widely used systems.
AI decisions increasingly influence hiring, finance, healthcare, and justice.
Without diverse contributors, algorithmic bias may go unchecked, potentially reinforcing social inequalities.
OpenAI’s expanded compute power through AMD may amplify this effect if proper guardrails and oversight are not implemented.
5. Regulatory Capture and Influence
Consolidation in AI infrastructure and compute can lead to regulatory capture, where large companies influence p olicies in their favor.
The scale of th partnership demonstrates how closely aligned tech giants can shape industry standards and regulations, making it challenging for smaller competitors and public stakeholders to ensure fair oversight.
Greg Brockman, OpenAI co-founder and President, noted: “Building the future of AI requires deep collaboration across every layer of the stack. Working alongside AMD will allow us to scale to deliver AI tools that benefit people everywhere.”
Conclusion
The OpenAI AMD Partnership signals the future direction of AI: collaboration at massive scale, paired with the centralization of compute power.
While it promises faster AI innovation, it also highlights growing risks of monopolistic control, from reduced competition and economic inequality to ethical and regulatory challenges.
Ensuring a balanced AI ecosystem will require strong oversight, diverse participation, and ethical guardrails.
