AMD is partnering up with OpenAI. The two companies signed an agreement that will have them develop a 6-gigawatt (GW) GPU that will be used to power the latter’s next generation AI infrastructure, and includes a multi-generational development of Instinct GPUs.
AMD is set to deploy its first 1GW Instinct MI450 GPUs at the beginning of the second half of 2026. “We are thrilled to partner with OpenAI to deliver AI compute at massive scale,” said Dr. Lisa Su, chair and CEO, AMD. “This partnership brings the best of AMD and OpenAI together to create a true win-win enabling the world’s most ambitious AI buildout and advancing the entire AI ecosystem.”
As part of the partnership, the red chipmaker is giving OpenAI up to 160 million shares of its common stock, structured in such a way that they will be earned based on specific milestones achieved by the AI organisation. The first milestone is the deployment of the 1GW GPU, with more to be released as it scales up to 6GW.
“This partnership is a major step in 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 enable us to accelerate progress and bring the benefits of advanced AI to everyone faster.”
(Source: OpenAI)
