A Landmark 6-Gigawatt Agreement to Scale AI Capabilities
In a bold move that marks a significant milestone in artificial intelligence infrastructure, AMD (NASDAQ: AMD) and OpenAI have announced a comprehensive 6-gigawatt partnership. This collaboration is set to span multiple generations of AMD’s Instinct GPUs, with the initial 1-gigawatt deployment of AMD Instinct MI450 GPUs scheduled to roll out in the second half of 2026.
Elevating AI Innovation: AMD’s Hardware Meets OpenAI’s Vision
This partnership brings together AMD’s high-performance computing expertise and OpenAI’s pioneering leadership in generative AI, positioning both companies at the forefront of AI development during a transformative period. OpenAI has selected AMD as a strategic compute partner, indicating a deep level of trust and a shared vision for scaling next-gen AI systems.
Multi-Generational Collaboration Built on Shared Expertise
The agreement includes multi-generational deployments, starting with the MI450 series and extending into future AMD GPU releases. This collaboration builds on previous joint efforts involving AMD MI300X and MI350X, evolving into a deeper hardware-software co-innovation. Together, both companies aim to optimize product roadmaps, enhance performance, and ensure large-scale AI system readiness.
A Win-Win Financial and Technological Alliance
As part of the strategic alignment, AMD has issued warrants to OpenAI for up to 160 million shares of AMD common stock. These will vest in stages, aligned with deployment milestones—from the initial 1 GW phase up to the full 6 GW scale. Additional vesting conditions include stock performance targets for AMD and technical and commercial achievements by OpenAI.
Executive Perspectives: Building the Future of AI Together
Dr. Lisa Su, Chair and CEO of AMD, expressed enthusiasm:
“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 enable the world’s most ambitious AI buildout.”
Sam Altman, CEO of OpenAI, emphasized the broader impact:
“This is a major step in building the compute capacity needed to realize AI’s full potential. AMD’s leadership in high-performance chips accelerates our mission to bring advanced AI benefits to everyone.”
Greg Brockman, President of OpenAI, highlighted the collaborative depth:
“Building the future of AI requires cooperation across every layer of the stack. Partnering with AMD enables us to scale AI tools globally and responsibly.”
Jean Hu, CFO of AMD, underscored the financial promise:
“This partnership is expected to generate tens of billions in revenue for AMD, while accelerating OpenAI’s AI infrastructure buildout. It creates strong shareholder value and is expected to be highly accretive to AMD’s non-GAAP earnings per share.”
Building the Foundation for the Future of AI
With this landmark agreement, AMDand OpenAI are laying down the infrastructure needed to power the AI-driven world of tomorrow. By combining technical excellence with strategic vision, they are not only scaling the capabilities of generative AI but also shaping the future of high-performance computing on a global scale.
