
AMD has announced a strategic partnership with OpenAI for a 6GW AI infrastructure buildout, with an initial 1GW deployment of AMD Instinct MI450 series GPU capacity starting 2H 2026. Speculation suggests a potential partnership between AMD and Galaxy Digital (GLXY) due to the shared "Helios" name for AMD's new AI rack infrastructure and Galaxy Digital's potential 3.5GW AI data center. Investors should monitor for any official announcements regarding GLXY's involvement in AMD's AI infrastructure expansion.

By FloodCapital
Investing content focusing on $GLXY and AI Robotics the two largest opportunities I see in the world right now. Not affiliated with @thinkingusd.