A new multi-year agreement is shaking up the tech world, bringing together AMD and OpenAI. AMD, known for its CPUs and GPUs, is teaming up with OpenAI, the company behind ChatGPT. This partnership aims to power the next wave of advanced artificial intelligence.
OpenAI plans to use a huge amount of AMD’s graphics processors. They will tap into more than 6 gigawatts of power for their complex AI tasks. Specifically, the Instinct MI450 series GPUs from AMD will start being used in the second half of 2026. This move signals a major expansion for OpenAI’s computing muscle.
Lisa Su, AMD’s CEO, expressed her excitement about the collaboration. She highlighted that working with OpenAI on such a large scale brings out the best in both companies. Their shared goal is to build the world’s most ambitious AI infrastructure. This partnership will also help push the entire AI ecosystem forward, benefitting many other developers and users. When we talk about “massive scale” AI processing, it means allocating vast computer resources. This is crucial for handling highly complex AI, like training advanced artificial intelligence models. These tasks need far more computing power than typical systems.
Sam Altman, OpenAI’s CEO, views this partnership as a crucial step. He believes it will unlock AI’s full potential. He added that AMD’s cutting-edge and high-performing processors will speed up development. This means advanced AI could reach everyone much sooner.
Under this new deal, AMD becomes a core strategic processing partner for OpenAI. Both companies will work together to build the essential infrastructure. This setup is designed to meet the constantly growing demands of AI. As part of the agreement, OpenAI will gain ownership of over 160 million AMD shares. This share ownership depends on how well they meet certain performance goals.
This news comes less than a month after OpenAI announced a similar strategic partnership with Nvidia. In that agreement, Nvidia committed to investing a massive $100 billion into OpenAI. OpenAI, in turn, plans to use 10 gigawatts of Nvidia’s processors. These partnerships show how intensely AI companies are competing to secure the best hardware. They also highlight the enormous computational needs of modern AI development.
