AMD and OpenAI have come to terms on a multi-year agreement that will see OpenAI buy several generations of Instinct GPUs, as well as invest in a 10% stake in the Santa Clara chip designer.
AMD and OpenAI have come to terms on a multi-year agreement that will see OpenAI buy several generations of Instinct GPUs, as well as invest in a 10% stake in the Santa Clara chip designer. The bombshell announcement comes on the heels of Intel and NVIDIA teaming up in a partnership of their own that is worth several billions of dollars and involves co-developing data center and PC products.After Intel and NVIDIA announced a $5 billion partnership, some speculated that AMD could be in big trouble. Those kind of hot takes proved premature, however, as the deal with OpenAI is a major one that will give AMD a cash infusion and a big client for AI chips for years to come. In a press release, AMD described the agreement as a “6-gigawatt agreement to power OpenAI’s next-generation AI infrastructure.”The deal will begin in earnest in the second half of 2026, with the deployment of AMD’s Instinct MI450 GPUs. AMD and OpenAI will strategically plan large-scale deployments of AMD’s chips, including both Instinct MI450 series GPUs and rack-scale AI solutions through multiple generations.”By sharing technical expertise to optimize their product roadmaps, AMD and OpenAI are deepening their multi-generational hardware and software collaboration that began with the MI300X and continued with the MI350X series.
