The AI race is heating up. A new deal will see AMD provide the computing power behind OpenAI’s next generation of AI models, signalling a major challenge to Nvidia’s dominance. Markets reacted positively, and the momentum isn’t stopping there. For investors, it’s a reminder that AI continues to drive global growth and innovation. Staying diversified with exposure to tech and AI-focused funds could be one of the smartest long-term moves.
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OpenAI has just teamed up with AMD in a massive new deal to boost its AI technology. Over the next few years, AMD will provide huge amounts of computer power to help OpenAI build out the next generation of AI systems.1
In return, OpenAI gets the chance to buy up to 10% of AMD’s shares, making it a partnership with serious long-term potential. It’s a big moment in the global race for AI dominance, and investors are taking notice.
AMD’s share price jumped after the announcement, as many see this as a move that could finally challenge Nvidia’s current lead in the AI chip market.
What’s the bigger picture for the UK
- Chip supply becomes strategic: The AI boom means GPUs are now the engines of progress. Companies everywhere, including UK tech firms, will feel the impact of greater chip access and competition.2
- Infrastructure opportunity: The demand for AI data centres and cloud computing is only growing. UK-based companies in energy, real estate, and digital infrastructure could benefit.3
- Global advantage: Cutting-edge innovation doesn’t stop at borders. UK investors with diversified portfolios gain exposure to these trends through global tech and thematic funds.
Why it matters to you
AI is fast becoming the backbone of developed economies, and this latest partnership between OpenAI and AMD shows just how quickly the race to build its infrastructure is accelerating.
For investors, it’s a clear reminder that global tech momentum remains strong, even amid market volatility. By investing with a fund, you’re not just relying on one company or country, but diversifying into a powerful global trend that could define the next decade of innovation and growth.
Remember, long-term investing isn’t about chasing headlines or timing the next breakout. It’s about positioning your portfolio to benefit from transformative shifts, and letting time and compounding do the heavy lifting.
How Chip can help you take advantage
At Chip, you can easily invest in globally diversified funds that already include some of the world’s most innovative tech companies. If you want exposure to future trends like AI, explore our technology and global equity fund options – all available from just £1 in the app.
Head to the ‘Invest’ tab in your Chip app and see how you could put your money to work today with a tax-free Stocks & Shares ISA or General Investment Account.
Important to know: When investing, your capital is at risk. The value of your investments can go down as well as up and you may get back less than your original investment.