Riyadh — October 6, 2025:
AMD and OpenAI have announced a landmark multi-year partnership that places AMD technology at the heart of the world’s next-generation AI infrastructure. Under the agreement, OpenAI will deploy 6 gigawatts (GW) of AMD Instinct GPUs, beginning with the Instinct MI450 series—set to go online in the second half of 2026.
The collaboration cements AMD as a core strategic compute partner for OpenAI, marking one of the largest GPU infrastructure deals in the AI industry to date. The deployment will power OpenAI’s expanding portfolio of AI models, research, and applications that fuel the world’s most advanced generative AI systems.
Key Highlights
- 6GW of AMD Instinct GPUs to power OpenAI’s AI infrastructure over multiple product generations.
- First deployments in 2H 2026, anchored by AMD’s Instinct MI450 GPUs and rack-scale systems.
- Performance-based warrant: OpenAI can earn up to 160 million AMD shares as milestones are achieved.
- Expected revenue impact: The partnership could generate tens of billions in annual AI revenue for AMD over time.
A Defining Moment for AMD in the AI Era
This strategic move underscores AMD’s growing leadership in high-performance compute and AI acceleration. With its open and scalable ROCm software ecosystem, AMD is strengthening its position as a central force in the global race for AI infrastructure.
By aligning with OpenAI—the organization behind ChatGPT—AMD not only expands its presence in hyperscale data centers but also sets the stage for a new era of energy-efficient, multi-generation AI compute platforms.
