OpenAI has signed a long-term partnership with US chipmaker AMD to deploy six gigawatts of computing power using AMD’s latest Instinct graphics processors, one of the largest AI hardware deals to date.
The agreement deepens the companies’ collaboration as OpenAI looks to expand its infrastructure to meet soaring global demand for generative AI.
The partnership will begin with a one-gigawatt rollout of AMD’s upcoming Instinct MI450 chips in the second half of 2026, before scaling up to six gigawatts across future GPU generations.
The move signals OpenAI’s intent to diversify beyond Nvidia, whose dominance in AI chips has created supply bottlenecks for much of the tech industry.
AMD and OpenAI will work closely on hardware and software optimisation to boost performance and energy efficiency in large-scale data centres.
To cement the alliance, AMD has issued OpenAI a warrant for up to 160 million shares, tied to performance milestones such as deployment targets and share price goals.
AMD chief executive Dr Lisa Su described the agreement as a “win-win,” saying it would “enable the world’s most ambitious AI buildout.”
OpenAI boss Sam Altman said the deal marked a “major step” toward building the compute power needed to “realise AI’s full potential.”
AMD expects the partnership to generate tens of billions of dollars in revenue and boost earnings, while giving OpenAI access to the scale of processing required for its expanding portfolio of AI models and products.