OpenAI partners with AMD in a landmark chip supply deal; involves AMD to provide 6 gigawatts of GPU power

OpenAI has signed a multi-year chip supply deal with AMD, involving six gigawatts of GPUs to meet rising AI demand. Deployment starts in 2026 with AMD’s Instinct MI450 chips. The deal, potentially giving OpenAI up to 10% of AMD via warrants, follows a $100B Nvidia contract. AMD expects billions in revenue as it strengthens AI infrastructure and diversifies OpenAI’s supply chain.