AMD and OpenAI Announce Strategic Partnership to Deploy 6 Gigawatts of AMD GPUs

Core Insights - AMD and OpenAI have entered into a significant agreement to deploy 6 gigawatts of AMD Instinct GPUs to support OpenAI's AI infrastructure, with the first 1 gigawatt deployment scheduled for the second half of 2026 [1][8] - This partnership positions both companies at the forefront of AI advancements, leveraging AMD's high-performance computing capabilities and OpenAI's generative AI research [2][3] Agreement Details - The agreement establishes OpenAI as a core strategic compute partner for AMD, focusing on large-scale deployments of AMD technology, starting with the MI450 series and extending to future generations [3] - AMD has issued OpenAI a warrant for up to 160 million shares of AMD common stock, with vesting tied to specific milestones related to the deployment of the 6 gigawatts [4] Strategic Implications - The partnership is expected to generate tens of billions of dollars in revenue for AMD and significantly enhance OpenAI's AI infrastructure [5] - Both companies aim to create a mutually beneficial relationship that advances the AI ecosystem and meets the growing demands for AI computing [5] Leadership Statements - AMD's CEO, Dr. Lisa Su, emphasized the partnership's potential to deliver AI compute at a massive scale, while OpenAI's CEO, Sam Altman, highlighted the importance of AMD's technology in accelerating AI progress [5] - OpenAI's president, Greg Brockman, noted that collaboration across all layers of technology is essential for building the future of AI [5]