SANTA CLARA, Calif. — October 6, 2025 — Leads & Copy — AMD and OpenAI have announced a 6 gigawatt agreement to power OpenAI’s next-generation AI infrastructure using AMD Instinct GPUs. The initial deployment of 1 gigawatt of AMD Instinct MI450 GPUs is scheduled for the second half of 2026.
The partnership aims to combine AMD’s high-performance computing systems with OpenAI’s AI research to advance AI technology. OpenAI will collaborate with AMD as a strategic compute partner, deploying AMD technology starting with the MI450 series and extending to future generations. Both companies will share technical expertise to optimize product roadmaps.
As part of the agreement, AMD has issued OpenAI a warrant for up to 160 million shares of AMD common stock, vesting as specific milestones are achieved, including the initial 1 gigawatt deployment and scaling up to 6 gigawatts. Vesting is also tied to AMD achieving certain share-price targets and OpenAI achieving technical and commercial milestones.
Dr. Lisa Su, chair and CEO of AMD, expressed excitement about the partnership, emphasizing its potential to create a win-win situation and advance the AI ecosystem. Sam Altman, CEO of OpenAI, noted that AMD’s high-performance chips will enable them to accelerate progress and bring AI benefits to everyone faster. Greg Brockman, co-founder and president of OpenAI, highlighted the importance of collaboration across the stack to deliver AI tools that benefit people everywhere.
Jean Hu, EVP, CFO and treasurer of AMD, anticipates the partnership will generate tens of billions of dollars in revenue for AMD while accelerating OpenAI’s AI infrastructure buildout.
AMD will hold a conference call at 5:00 a.m. PT (8:00 a.m. ET) today to discuss the announcement. AMD will report fiscal third quarter 2025 financial results on Tuesday, Nov. 4, 2025, after the market close. Management will conduct a conference call to discuss these results at 5:00 p.m. EDT / 2:00 p.m. PDT.
Phil Hughes, AMD Communications, 512-865-9697, phil.hughes@amd.com
Liz Stine, AMD Investor Relations, (720) 652-3965, liz.stine@amd.com
Source: AMD
