OpenAI has announced A multiannual agreement with AMD so that the chips company supplies artificial intelligence processors that will feed part of its AI infrastructure. The pact includes the hardware deployment equivalent to 6 gigawatts of power and gives the ChatgPT creators the option to acquire up to 10% of participation in AMD.
A colossal dimensions agreement. The plan contemplates that Openai begins to use the AMD Instinct Mi450 chips in the second half of 2026, with a first installation of a gigavatio. The New York Times Compare The magnitude of the total deployment (6 gigawatts) with the equivalent of electric consumption of all Massachusetts households. AMD ensures that the agreement could generate tens of billions of dollars in annual income and more than 100,000 million in four years, telling the drag effect on other customers.
Beyond the economic. As part of the pact, AMD has issued a purchase option (Warrant) that allows Openai to acquire up to 160 million shares from a cent. This option is unlocked by sections as specific objectives are met, which include the first sending of MI450 chips and AMD contribution objectives that scale up to $ 600 per share. AMD’s actions shot More than 20% In operations prior to the opening of the market after the news is known, adding 80,000 million dollars to its capitalization.
OpenAI diversifies suppliers. The movement arrives just weeks after Openai closed An agreement of 100,000 million dollars With Nvidia, the technological giant who has the domain of the chips of AI. With Nvidia, Openai promised to deploy hardware equivalent to 10 gigawatts. According to ReutersSam Altman has set expectations of reaching 250 gigawatts of total computing capacity by 2033, which explains this multiple suppliers strategy. The company also works with Broadcom in The development of their own processors (Xpus).
AMD looks for its hole in front of Nvidia. For AMD they are great news, since the agreement represents the validation of its chips and software in a market where Nvidia prevails almost completely, controlling approximately 90% of the quota in processors for AI. “We consider this agreement certainly transformative, not only for AMD, but for the dynamics of the industry,” declared Forrest Norrod, Executive Vice President of AMD. The company has been collaborating with Openai for years, contributing ideas in the design of previous generations such as MI300X chips.
Hunger of AI infrastructure. OpenAI and other great technological plan to spend More than 325,000 million dollars in data centers only this year. Unlike giants such as Amazon, Microsoft or Google, which finance these projects With your available operational cashOpenai, which according to the latest reports It has generated about 4.3 billion dollars In revenue in the first half of 2025 while burning 2.5 billion in cash, it needs to look for creative financing formulas. The agreement with AMD, like Nvidia, allows Openai to ensure more supply while aligning its strategic interests with its suppliers.
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