AMD entered into a strategic collaboration with OpenAI to deploy a 6 gigawatt agreement to power OpenAI’s next-generation AI infrastructure across multiple generations of AMD Instinct GPUs. The first 1 gigawatt deployment of AMD Instinct MI450 GPUs is set to begin in the second half of 2026.
AMD’s prominent leadership in high-performance computing systems along with OpenAI's pioneering research and advancements in generative AI places the two companies at the forefront of this important and pivotal time for artificial Intelligence.
This is initiative, OpenAI will work with AMD as a core strategic compute partner to drive large-scale deployments of AMD technology starting with the AMD Instinct MI450 series and rack-scale AI solutions and extending to future generations.
By sharing technical expertise to optimize their product roadmaps, AMD and OpenAI are deepening their multi-generational hardware and software collaboration that began with the MI300X and continued with the MI350X series. This partnership creates a true win-win for both companies, enabling very large-scale AI deployments and advancing the entire ecosystem.
Under the agreement, in order to better align their strategic interests, AMD has granted OpenAI a warrant for up to 160 million shares of AMD common stock. The warrant is structured so that the shares vest only as certain milestones are met.
Executive Statement
According to Sam Altman, co-founder and CEO of OpenAI, 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 them to accelerate progress and bring the benefits of advanced AI to everyone faster.