OpenAI and AMD strike 6GW GPU deal to power next-generation AI infrastructure
The partnership between AMD and OpenAI deepens their collaboration on GPU technology and is expected to generate tens of billions in revenue for AMD.
AMD and OpenAI have announced a strategic partnership to deploy up to six gigawatts of AMD GPUs, marking one of the largest AI compute collaborations.
The multi-year agreement will begin with the rollout of one gigawatt of AMD Instinct MI450 GPUs in the second half of 2026, with further deployments planned across future AMD generations.
A deal that deepens a long-standing relationship between the two companies began with AMD’s MI300X and MI350X series.
OpenAI will adopt AMD as a core strategic compute partner, integrating its technology into large-scale AI systems and jointly optimising product roadmaps to support next-generation AI workloads.
To strengthen alignment, AMD has issued OpenAI a warrant for up to 160 million shares, with tranches vesting as the partnership achieves deployment and share-price milestones. AMD expects the collaboration to deliver tens of billions in revenue and boost its non-GAAP earnings per share.
AMD CEO Dr Lisa Su called the deal ‘a true win-win’ for both companies, while OpenAI’s Sam Altman said the partnership will ‘accelerate progress and bring advanced AI benefits to everyone faster’.
The collaboration positions AMD as a leading hardware supplier in the race to build global-scale AI infrastructure.
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