AMD and OpenAI Form Landmark Partnership to Deploy 6 Gigawatts of Cutting-Edge AMD GPUs
October 6, 2025 | Santa Clara, California
A Strategic Collaboration for the Future of AI
In a groundbreaking announcement, AMD (NASDAQ: AMD) and OpenAI have revealed a multi-year, multi-generation partnership that will see the deployment of up to 6 gigawatts of AMD GPUs. This massive initiative is set to power OpenAI’s next-generation artificial intelligence infrastructure, marking one of the largest GPU collaborations in tech history.
The partnership reflects the growing demand for advanced computing power as AI continues to reshape industries, from healthcare and research to robotics and entertainment.
Key Highlights of the Agreement
Total Deployment: 6 gigawatts of AMD Instinct™ GPUs
Initial Phase: 1 gigawatt deployment using AMD Instinct MI450 Series GPUs
Timeline: Launching in the second half of 2026
Partnership Scope: Multi-year, multi-generation collaboration focusing on hardware, software, and system optimisation
The agreement builds upon previous collaborations between the two companies that began with AMD’s MI300X and continued with the MI350X series. Now, with the introduction of the MI450, AMD and OpenAI are strengthening their partnership to advance large-scale AI deployments globally.
A Deepened Partnership with Shared Goals
Under this definitive agreement, OpenAI will treat AMD as a strategic compute partner, leveraging AMD’s high-performance GPU technologies for its growing AI models and training requirements.
Both companies will work closely to optimise product roadmaps, rack-scale AI solutions, and system architectures, ensuring efficiency and scalability across multiple AI generations.
This partnership represents a win-win scenario:
For OpenAI: Access to robust, energy-efficient computing infrastructure.
For AMD: Strengthened position as a leading chipmaker in the rapidly expanding AI sector.
Financial and Strategic Alignment
To align long-term strategic interests, AMD has granted OpenAI a warrant for up to 160 million shares of AMD common stock.
The first tranche vests with the initial 1 gigawatt deployment.
Additional tranches vest as OpenAI scales its purchases to the full 6 gigawatts.
Vesting also depends on AMD’s share-price targets and OpenAI achieving key technical and commercial milestones.
According to Jean Hu, EVP, CFO, and Treasurer at AMD:
“Our partnership with OpenAI is expected to deliver tens of billions of dollars in revenue for AMD while accelerating OpenAI’s AI infrastructure buildout. This agreement creates significant strategic alignment and shareholder value for both companies.”
Leaders Speak on the Collaboration
Dr. Lisa Su, Chair and CEO of AMD, expressed excitement about the partnership, stating:
“We are thrilled to partner with OpenAI to deliver AI compute at massive scale. This collaboration brings the best of AMD and OpenAI together, enabling one of the world’s most ambitious AI buildouts and advancing the entire AI ecosystem.”
Sam Altman, Co-founder and CEO of OpenAI, shared similar enthusiasm:
“This partnership is a major step in building the compute capacity needed to realise AI’s full potential. AMD’s leadership in high-performance chips will help us accelerate progress and bring the benefits of advanced AI to everyone faster.”
Greg Brockman, Co-founder and President of OpenAI, added:
“Building the future of AI requires deep collaboration across every layer of the stack. Working alongside AMD allows us to scale efficiently and deliver AI tools that benefit people everywhere.”
Accelerating the Future of AI
The demand for AI computing infrastructure has grown exponentially in recent years, driven by generative AI models, data processing, and autonomous technologies. Through this strategic collaboration, AMD and OpenAI aim to meet this surging demand by delivering sustainable, high-performance, and scalable solutions.
Both companies are set to play a pivotal role in shaping the next chapter of artificial intelligence — combining OpenAI’s innovation in generative models with AMD’s excellence in GPU architecture and performance.
Looking Ahead
As the world moves deeper into the AI-driven era, partnerships like this will define the pace and direction of technological advancement. The AMD-OpenAI alliance signals not just a collaboration between two industry leaders but a milestone in the global AI revolution.
The initial deployment of AMD Instinct MI450 GPUs in 2026 will be the first major step toward this shared vision — one that could redefine the boundaries of what AI systems can achieve.
Sources
Official AMD Press Release (October 6, 2025)
OpenAI Newsroom
Reuters Tech Reports
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