OpenAI announces partnership with AMD to power next-gen AI systems

OpenAI has announced a long-term partnership with AMD to power its next-generation AI systems using AMD’s Instinct GPUs. The agreement covers up to 6 gigawatts of compute capacity, with the first 1-gigawatt deployment of AMD Instinct MI450 GPUs scheduled for the second half of 2026.

Under the deal, AMD becomes a key compute partner for OpenAI, supporting large-scale AI deployments and future GPU generations. The collaboration builds on their earlier work with the MI300X and MI350X series and aims to optimize both hardware and software for AI performance at scale.

As part of the agreement, AMD granted OpenAI a warrant for up to 160 million shares of its common stock, with vesting tied to specific technical and commercial milestones as deployments expand to 6 gigawatts.

AMD CEO Dr. Lisa Su said the partnership will enable one of the world’s largest AI infrastructure buildouts. OpenAI CEO Sam Altman and President Greg Brockman added that AMD’s chips will help accelerate AI development and deliver better tools globally.

AMD CFO Jean Hu said the deal could generate tens of billions in revenue while boosting AMD’s long-term earnings.

The partnership aims to strengthen both companies’ positions in AI infrastructure and meet growing global demand for high-performance computing.