AMD + OpenAI announce strategic partnership to deploy 6-Gigawatts of AMD GPUs

Today, AMD and OpenAI announced a definitive agreement that puts AMD technology at the center of the global AI infrastructure buildout. Under this strategic partnership, OpenAI will deploy 6 gigawatts of AMD GPUs, with the first gigawatt of capacity powered by our Instinct MI450 series GPUs set to start in the second half of 2026.

The partnership represents a multi-generation commitment that positions AMD as a core strategic compute partner to OpenAI, driving large-scale deployments of AMD technology to power OpenAI’s next generation AI infrastructure.

This announcement is expected to generate tens of billions of dollars in AI revenue annually for AMD over time while accelerating OpenAI’s infrastructure buildout.

Key points of the agreement include:

• A multi-year, multi-generation partnership enabling 6GW of AMD Instinct GPU deployments to power OpenAI’s next-gen AI infrastructure.
• Reinforces AMD’s open, scalable architecture and leadership in high-performance, AI compute.
• To further align strategic interests, AMD has issued OpenAI a performance-based warrant for up to 160 million shares of AMD stock, structured to vest as specific milestones are achieved.
• First deployments begin 2H 2026, anchored on AMD’s next-generation Instinct MI450 GPUs and rack-scale systems.

This announcement underscores AMD as a defining leader in AI infrastructure, building on its proven momentum in data center GPUs, ROCm open software and broad open ecosystem support, and rack-scale systems designed to meet the world’s growing AI compute demand.