Chip giant AMD and Chat GPT creator OpenAI have announced a multibillion-dollar partnership aimed at enhancing next-generation AI infrastructure across several generations of AMD Instinct GPUs.
The deal involves AMD providing up to 6 gigawatts of GPUs to the ChatGPT developer over several years, beginning with its MI450 chips in the second half of 2026.
In a joint press release, Sam Altman, co-founder and CEO of OpenAI stated, “This partnership is a major step in building the compute capacity needed to realize AI’s full potential. AMD’s leadership in high-performance chips will enable us to accelerate progress and bring the benefits of advanced AI to everyone faster.”
Dr. Lisa Su, Chair and CEO of AMD told investors, “We are thrilled to partner with OpenAI to deliver AI compute at massive scale. This partnership brings the best of AMD and OpenAI together to create a true win-win enabling the world’s most ambitious AI buildout and advancing the entire AI ecosystem.”
“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 AMD and OpenAI and is expected to be highly accretive to AMD’s non-GAAP earnings-per-share.” said Jean Hu, EVP, CFO and treasurer of AMD.
Shares of AMD jumped as much as 35% following the announcement.
By CEO NA Editorial Staff
