AMD and OpenAI have entered into a significant agreement involving the deployment of 6 gigawatts of power to support OpenAI’s next-generation artificial intelligence infrastructure. This collaboration will utilize multiple generations of AMD Instinct GPUs, starting with the introduction of the AMI Instinct MI450 GPUs, which are scheduled to begin deployment in the second half of 2026.
This partnership highlights the strengths of both companies: AMD is recognized for its leadership in high-performance computing systems, while OpenAI is at the forefront of generative AI research and technological advancements. By working together, they aim to pave the way for innovation in AI during this pivotal time.
As part of this agreement, OpenAI will count on AMD as a core strategic computing partner. The focus will be on driving large-scale deployments of AMD technologies, starting with the MI450 series and expanding to future generations of GPUs.
The two companies will share their expertise to align their product roadmaps, strengthening their collaboration that began with earlier models, including the MI300X and MI350X series. This close partnership is expected to yield a variety of benefits, enabling extensive AI deployments and significantly advancing the broader technology ecosystem.
To further align their long-term strategic interests, AMD has issued a warrant to OpenAI for up to 160 million shares of AMD common stock. This stock will vest as specific milestones are met, with the first tranche linked to the initial 1-gigawatt deployment. Additional tranches will be tied to the scaling up of power purchases to the full 6-gigawatt target.
The vesting process also hinges on AMD reaching certain share price targets and OpenAI accomplishing essential technical and commercial milestones needed for the large-scale deployment of AMD technologies.
KEY QUOTES:
“We are thrilled to partner with OpenAI to deliver AI compute at massive scale. This partnership brings the best of AMD and OpenAI together to create a true win-win enabling the world’s most ambitious AI buildout and advancing the entire AI ecosystem.”
Dr. Lisa Su, chair and CEO, AMD
“This partnership is a major step in building the compute capacity needed to realize AI’s full potential. AMD’s leadership in high-performance chips will enable us to accelerate progress and bring the benefits of advanced AI to everyone faster.”
Sam Altman, co-founder and CEO of OpenAI
“Building the future of AI requires deep collaboration across every layer of the stack. Working alongside AMD will allow us to scale to deliver AI tools that benefit people everywhere.”
Greg Brockman, co-founder and president of OpenAI
“Our partnership with OpenAI is expected to deliver tens of billions of dollars in revenue for AMD while accelerating OpenAI’s AI infrastructure buildout. This agreement creates significant strategic alignment and shareholder value for both AMD and OpenAI and is expected to be highly accretive to AMD’s non-GAAP earnings-per-share.”
Jean Hu, EVP, CFO and treasurer, AMD
