Interbrand's 2025 Best Global Brands Value Surges to $3.6 Trillion, With New Entrants and Historic Movement in Rankings

The total value of Interbrand's 2025 Best Global Brands increased by $150 billion to $3.6 trillion, with Nvidia, Instagram, YouTube, Uber, and Netflix leading the ranking. The top 3 brands remain Apple, Microsoft, and Amazon. The ranking saw historic surges and 12 new entrants, including Blackrock, Booking.com, and Shopify. Digitally enabled services and AI are driving growth, while brands relying on legacy strength are facing challenges.

OpenAI has significantly bolstered its AI infrastructure with three landmark hardware partnerships, collectively adding 26 gigawatts (GW) of AI compute capacity. The company has struck deals with Broadcom, AMD, and NVIDIA to develop and deploy advanced AI systems. These partnerships underscore OpenAI's commitment to scaling its AI capabilities to meet growing global demand.

OpenAI × Broadcom: 10 GW of Custom AI Accelerator

On October 13, OpenAI and Broadcom announced a partnership to co-develop 10 GW of custom AI accelerators. Under the agreement, OpenAI will lead the AI accelerator and system architecture design, while Broadcom will provide Ethernet-based interconnects and networking solutions. These accelerators will be deployed across OpenAI’s facilities and partner data centers worldwide. Deployment is expected to begin in late 2026, with full rollout targeted for completion by 2029 [News] OpenAI Ramps Up Global Compute Power with NVIDIA, AMD, and Broadcom — Securing 26 GW of AI Infrastructure^[1].

OpenAI × AMD: At Least 6 GW of AMD Compute Power

On October 6, OpenAI announced a multi-year partnership with AMD to deploy no less than 6 GW of AMD GPU compute power. The collaboration combines technology and equity incentives, with AMD granting OpenAI warrants for up to 160 million AMD common shares. These shares will vest in stages based on deployment milestones, beginning with 1 GW in the first phase and scaling up to the full 6 GW. The initial 1 GW phase is scheduled to start in late 2026, powered by AMD’s next-generation Instinct MI450 GPU [News] OpenAI Ramps Up Global Compute Power with NVIDIA, AMD, and Broadcom — Securing 26 GW of AI Infrastructure^[1].

OpenAI × NVIDIA: USD 100 Billion for 10 GW of AI Systems

On September 22, NVIDIA and OpenAI signed a memorandum of understanding to invest up to USD 100 billion in OpenAI’s infrastructure. This investment supports the deployment of at least 10 GW of NVIDIA AI systems. The initiative aims to provide massive compute capacity for training and running OpenAI’s future large-scale models. The USD 100 billion investment will be released incrementally as each 1 GW of new data center capacity comes online. The first tranche of funding is expected to be around USD 10 billion, with the first 1-gigawatt-scale AI system coming online in the second half of 2026 [News] OpenAI Ramps Up Global Compute Power with NVIDIA, AMD, and Broadcom — Securing 26 GW of AI Infrastructure^[1].

Strategic Implications

These partnerships signal a significant shift in the AI infrastructure landscape. OpenAI’s strategic alliances with leading semiconductor companies position it at the forefront of AI innovation. The massive compute capacity and technological advancements enabled by these partnerships will likely accelerate OpenAI’s development of cutting-edge AI models and applications.

Financial Impact

The investments in AI infrastructure by OpenAI are substantial and reflect the growing importance of AI in various industries. The partnerships with Broadcom, AMD, and NVIDIA indicate a strong commitment to scaling AI capabilities, which could lead to significant advancements in AI research and development.

Conclusion

OpenAI’s strategic hardware partnerships with Broadcom, AMD, and NVIDIA represent a major step forward in the company’s AI infrastructure. These collaborations are poised to drive innovation and growth, positioning OpenAI as a leader in the AI technology landscape. As AI continues to transform industries, these investments are likely to have a profound impact on the company’s financial performance and market position.

References

[News] OpenAI Ramps Up Global Compute Power with NVIDIA, AMD, and Broadcom — Securing 26 GW of AI Infrastructure^[1] https://www.trendforce.com/news/2025/10/15/news-openai-ramps-up-global-compute-power-with-nvidia-amd-and-broadcom-securing-26-gw-of-ai-infrastructure/