Jim Cramer hails AMD's "nice win" in a $1 billion AI supercomputer partnership with the U.S. Department of Energy.

AMD now has Ryzen 100 Zen 3+ CPUs, Ryzen 10-series Zen 2 CPUs alongside Ryzen AI 300, 9000, 8000, and 7000 series. Phew.

AMD’s flagship Instinct MI350 chips, developed on the CDNA 4 architecture, aim to deliver up to four times more AI compute along with 35 times faster inference compared to their predecessors.

Advanced Micro Devices (NASDAQ:AMD) stock is having a pretty easy time outperforming Nvidia (NASDAQ:NVDA) so far this year, with an impressive 95% gain year to date versus just 31% for NVDA stock. Indeed,

GPU pricing remains relatively stable month-over-month, but Nvidia's GeForce RTX 5090 is still in short supply, allowing retailers to charge a premium.

DOE announced the Discovery and Lux supercomputers at ORNL to advance U.S. leadership in artificial intelligence and high-performance computing. Discovery and Lux will enable AI-driven research that fuels new advances in energy, manufacturing, medicine and cybersecurity.

The deal with OpenAI shows AMD is competitively positioned to benefit from the buildout of new data centers to support growing demand for AI services like ChatGPT. OpenAI already has over 700 million weekly users, and that figure will likely grow into the billions, considering how powerful these AI models are becoming.