AMD and OpenAI have announced a 6-gigawatt agreement to power OpenAI’s next-generation AI infrastructure using multiple generations of AMD Instinct GPUs. The first 1-gigawatt deployment, featuring AMD Instinct MI450 GPUs, will begin in the second half of 2026.
The partnership positions AMD’s expertise in high-performance computing alongside OpenAI’s leadership in generative AI research. Under the agreement, AMD becomes a core strategic compute partner for OpenAI, supporting large-scale GPU deployments that start with the MI450 series and extend to future generations. Both companies will share technical expertise to optimize hardware and software roadmaps, continuing a collaboration that began with AMD’s MI300X and MI350X GPUs.
AMD has issued OpenAI a warrant for up to 160 million AMD shares, vesting in stages as performance and deployment milestones are achieved.
Leave a comment