OpenAI signs multibillion-dollar chip deal with AMD, targets 10% stake and 6 GW GPU deployment
OpenAI has announced a large-scale partnership with AMD to purchase tens of billions of dollars’ worth of chips, alongside an agreement that could eventually give the ChatGPT developer up to a 10% stake in AMD. The deal involves deploying 6 gigawatts of AMD GPU capacity to power OpenAI’s next-generation infrastructure.
Under the new multi-year agreement, OpenAI will begin with a 1GW deployment of AMD’s upcoming Instinct MI450 GPUs in the second half of 2026. The companies estimate that bringing 1 GW of AI capacity online costs about $50 billion, with roughly two-thirds of that spent on chips and supporting data-center infrastructure. What’s crazy is that AMD’s stock rose 25% in pre-market trading after the announcement.
Today, we’re announcing a multi-year, multi generation strategic partnership with @OpenAI that puts AMD compute at the center of the global AI infrastructure buildout.
✅ 6GW of AI infrastructure
✅ Initial 1GW deployment of AMD Instinct MI450 series GPU capacity beginning 2H… pic.twitter.com/AVRgSePB0m— AMD (@AMD) October 6, 2025
The MI450, based on AMD’s next-generation architecture, will compete directly with NVIDIA’s Blackwell GPUs. OpenAI and AMD engineers have reportedly worked together to define MI450 specifications. AMD CFO Jean Hu said the agreement is expected to generate “tens of billions of dollars in revenue for AMD” while accelerating OpenAI’s compute expansion.
The partnership follows OpenAI’s recent collaboration with NVIDIA, which includes a $100 billion equity investment and plans to deploy 10 GW of new capacity.
Maybe Sam Altman could announce that he is playing games with Arc B580 or something?
Source: AMD