AMD and OpenAI have announced a definitive multi-year agreement under which OpenAI will deploy 6 gigawatts of AMD GPU computing power to build its next-generation AI infrastructure.
The strategic partnership designates AMD as a core compute partner for OpenAI and involves large-scale deployments across multiple generations of AMD Instinct GPUs. The first phase, comprising 1 gigawatt of capacity powered by AMD’s upcoming Instinct MI450 series GPUs, is scheduled to begin in the second half of 2026.
Key Agreement Details
The partnership includes several key components:
- Multi-Generation Commitment: The agreement covers the deployment of 6 gigawatts of AMD Instinct GPUs over multiple product generations.
- Financial Alignment: AMD has issued a performance-based warrant to OpenAI for up to 160 million shares of AMD common stock. The warrant vests as specific deployment and performance milestones are achieved, with the first tranche tied to the initial 1 gigawatt deployment.
- Revenue Impact: AMD stated the partnership is expected to generate tens of billions of dollars in annual AI revenue over time and be highly accretive to non-GAAP earnings per share.
Executive Perspectives
Dr. Lisa Su, chair and CEO of AMD, commented on the collaboration, stating, “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.”
Sam Altman, co-founder and CEO of OpenAI, said, “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.”
Strategic Context
The collaboration deepens an existing relationship between the two companies, which began with the MI300X series and continued with the MI350X. The partnership is positioned to address the growing global demand for AI computing power by combining AMD’s hardware with OpenAI’s AI research and development.
This agreement represents one of the largest publicly disclosed AI infrastructure deals and signals a significant expansion of AMD’s role in the high-stakes AI data center market.
