Jim Cramer Warns Big Tech of OpenAI’s Rising Edge After AMD Deal

CNBC's Jim Cramer issued a stark warning to major tech players following OpenAI's multibillion-dollar partnership with Advanced Micro Devices. The deal, which sent AMD shares soaring 23%, positions AMD's chips as viable alternatives to Nvidia's dominant GPUs. OpenAI's strategic move could disrupt hyperscalers like Alphabet, Amazon, and Microsoft by securing critical computing power.

The agreement includes a warrant granting OpenAI a potential 10% stake in AMD, signaling deeper alignment between the AI innovator and chip manufacturers. Cramer highlighted OpenAI's aggressive chip procurement as evidence of its ambition to challenge Big Tech across multiple fronts. The ChatGPT creator's growing self-sufficiency in hardware threatens to reshape competitive dynamics in artificial intelligence infrastructure.