SANTA CLARA, Calif. — October 6, 2025 — AMD (NASDAQ: AMD) and OpenAI have announced a landmark multi-year partnership to power the next generation of artificial intelligence infrastructure.
Under the deal, OpenAI will deploy up to 6 gigawatts of AMD Instinct™ GPUs, beginning with an initial 1 gigawatt rollout of MI450 Series GPUs in the second half of 2026. The collaboration brings together AMD’s high-performance computing expertise and OpenAI’s leadership in generative AI to build one of the largest AI compute networks in the world.
Powering the Future of AI
Through this agreement, AMD becomes a core strategic compute partner for OpenAI. The companies will start with MI450 GPUs and rack-scale AI systems, expanding to future AMD Instinct generations.
Both teams will share technical knowledge to align product development and boost performance across hardware and software. The partnership builds on earlier work with the MI300X and MI350X series, now evolving into a multi-generation collaboration that pushes AI performance to new levels.
Aligned for Long-Term Growth
As part of the partnership, AMD has granted OpenAI a warrant for up to 160 million AMD shares. The shares will vest in stages as the companies reach deployment and performance goals.
- The first tranche vests with the initial 1 gigawatt deployment.
- Additional tranches vest as OpenAI scales to 6 gigawatts.
- Vesting also depends on AMD’s share price targets and OpenAI’s technical milestones.
This structure aligns both companies’ long-term interests and supports steady AI infrastructure growth.
Executive Perspectives
“We are thrilled to partner with OpenAI to deliver AI compute at massive scale,” said Dr. Lisa Su, Chair and CEO of AMD. “Together, we can build the world’s most ambitious AI infrastructure and advance the entire ecosystem.”
“This partnership is a major step toward building the compute capacity needed to realize AI’s full potential,” said Sam Altman, Co-founder and CEO of OpenAI. “AMD’s leadership in high-performance chips will help us accelerate progress and bring the benefits of AI to everyone faster.”
“Building the future of AI requires collaboration across every layer of the stack,” said Greg Brockman, Co-founder and President of OpenAI. “Working with AMD allows us to scale and deliver AI tools that truly help people.”
“Our partnership with OpenAI is expected to deliver tens of billions in revenue for AMD while fueling OpenAI’s growth,” said Jean Hu, EVP, CFO, and Treasurer of AMD. “It creates strong alignment and significant value for both companies.”
Accelerating the AI Ecosystem
AMD and OpenAI are joining forces to meet the world’s growing need for AI compute power. By combining AMD’s innovation in high-performance chips with OpenAI’s advanced AI systems, the partnership aims to accelerate development, improve accessibility, and shape the future of large-scale AI.
Together, they are building the infrastructure that will power the next era of artificial intelligence.
I’m curious to see how this collaboration will impact the AI industry. With AMD’s GPUs and OpenAI’s expertise, this could bring about some major advancements in performance and efficiency.