OpenAI has entered a groundbreaking partnership with AMD, aiming to deploy up to 6 gigawatts of AMD GPUs over several years, starting with the first 1 gigawatt in late 2026. This multi-year, multi-generation deal underscores both companies’ commitment to advancing AI infrastructure and signals AMD’s increasing role in the AI hardware market.
As part of the agreement, OpenAI could acquire approximately 10% of AMD through warrants that vest with deployment milestones and share price targets. Following this announcement, AMD’s stock surged over 35% during premarket trading, reflecting investor optimism about the partnership’s potential to challenge industry leaders like Nvidia and transform the AI chip landscape.
As part of the agreement to align their strategic interests, AMD has granted OpenAI a warrant to purchase up to 160 million shares of AMD common stock. These shares will vest as specific milestones are reached, beginning with the initial deployment of 1 gigawatt of AMD Instinct MI450 GPUs. Subsequent tranches will vest as OpenAI’s purchases scale to 6 gigawatts, with vesting also tied to AMD meeting certain share-price targets and OpenAI achieving critical technical and commercial milestones necessary for large-scale AMD deployments.
Dr. Lisa Su, AMD’s chair and CEO, expressed excitement about the partnership, stating, “We are thrilled to partner with OpenAI to deliver AI compute at massive scale.” She emphasized that this collaboration combines the strengths of both companies to enable a groundbreaking AI buildout while advancing the broader AI ecosystem, creating a true win-win situation.
This venture marks a significant milestone in the AI industry, showcasing deep cooperation between hardware innovation and AI research. Both companies are strategically positioned to accelerate the development and deployment of cutting-edge AI technologies, benefiting the entire technological landscape.
OpenAI and AMD Forge Landmark Multi-Year GPU Partnership
OpenAI’s strategic move to deploy 6 gigawatts of AMD Instinct MI450 GPUs signals a pivotal shift in the AI hardware landscape. The landmark multi-year deal, which launches with an initial 1 gigawatt MI450 deployment in late 2026, highlights AMD’s deepening role in powering next-gen artificial intelligence infrastructure across multiple GPU generations.
AMD’s Instinct MI450 GPUs are expected to deliver 2.5 times the performance of their current MI300X chips, marking substantial improvements in AI training and inference capabilities. The collaboration places AMD in direct competition with Nvidia, the dominant force in AI data centers, as OpenAI validates and integrates these advanced chips for expansive compute-intensive workloads.
Industry observers note that this deal is one of the most extensive GPU partnerships to date, potentially challenging long-standing dependencies on Nvidia hardware. OpenAI’s validation of AMD’s platform may drive greater diversification within enterprise AI infrastructure, while also promising more choice, scalability, and performance for demanding AI model deployments
