AMD and OpenAI announced a strategic partnership involving a 6-gigawatt agreement to power OpenAI's next-generation AI infrastructure across multiple generations of AMD Instinct GPUs. The first 1-gigawatt deployment of AMD Instinct MI450 GPUs is scheduled to begin in the second half of 2026.

Initial Deployment Timeline

The first phase of the partnership will commence with a 1-gigawatt deployment of AMD Instinct MI450 Series GPUs, scheduled to begin in the second half of 2026. This initial deployment marks the beginning of what both companies describe as a comprehensive collaboration that will scale up to the full 6-gigawatt capacity over multiple generations of AMD hardware. Under the definitive agreement, OpenAI will work with AMD as a core strategic compute partner to drive large-scale deployments of AMD technology.

The partnership extends beyond the MI450 series to include rack-scale AI solutions and future generations of AMD hardware. The collaboration builds on previous work between the companies that began with the MI300X and continued with the MI350X series.

Financial Terms and Equity Partnership

As part of the strategic alignment, AMD has issued OpenAI a warrant for up to 160 million shares of AMD common stock. The warrant is structured with milestone-based vesting tied to specific deployment achievements. The first tranche vests with the initial 1-gigawatt deployment, with additional tranches vesting as purchases scale up to the full 6-gigawatt capacity.

Vesting is further contingent on AMD achieving specific share-price targets and OpenAI meeting technical and commercial milestones required to enable AMD deployments at scale. Jean Hu, AMD's EVP, CFO, and treasurer, stated that the partnership is expected to deliver tens of billions of dollars in revenue for AMD while accelerating OpenAI's AI infrastructure buildout.

She described the agreement as creating significant strategic alignment and shareholder value for both companies, and expects it to be highly accretive to AMD's non-GAAP earnings per share.

Technical Collaboration and Roadmap Integration

The partnership involves both companies sharing technical expertise to optimize their product roadmaps, deepening their multi-generational hardware and software collaboration. This technical integration is designed to enable very large-scale AI deployments and advance the broader AI ecosystem beyond just the immediate partnership benefits. AMD's approach combines their leadership in high-performance computing systems with OpenAI's pioneering research and advancements in generative AI.

The companies position this collaboration as occurring at a pivotal time for the AI industry, with both organizations at the forefront of AI infrastructure development.

Executive Perspectives on Partnership Impact

Dr. Lisa Su, AMD's chair and CEO, characterized the partnership as bringing together the best capabilities of both companies to create a mutually beneficial arrangement. She emphasized that the collaboration enables what she described as the world's most ambitious AI buildout while advancing the entire AI ecosystem. Sam Altman, OpenAI's co-founder and CEO, framed the partnership as a major step in building the compute capacity needed to realize AI's full potential.

He highlighted AMD's leadership in high-performance chips as enabling OpenAI to accelerate progress and bring advanced AI benefits to a broader audience faster. Greg Brockman, OpenAI's co-founder and president, emphasized the collaborative nature required for building AI's future, noting that working alongside AMD will allow the organization to scale delivery of AI tools that benefit people globally.

The partnership represents a significant infrastructure investment aimed at meeting the growing global demand for AI through what both companies describe as world-class innovation and execution, accelerating the future of high-performance and AI computing.

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