ChatGPT parent company OpenAI is partnering with AMD to build out its future AI systems. The deal covers up to 6 gigawatts of AMD GPUs, rolled out over several years. It starts with 1 gigawatt of Instinct MI450 chips in the second half of 2026.
This follows OpenAI’s September announcement of a strategic partnership with Nvidia, which includes a $100 billion investment and plans to deploy 10 gigawatts of Nvidia systems. Together, these moves signal OpenAI’s push to scale its compute capacity for next-generation models.
AMD now becomes a core compute partner, expanding on earlier work with the MI300X and MI350X GPUs. The companies plan to co-develop rack-scale AI solutions and future hardware generations.
Under this definitive agreement, OpenAI will work with AMD as a core strategic compute partner to drive large-scale deployments of AMD technology starting with the AMD Instinct MI450 series and rack-scale AI solutions and extending to future generations.
AMD expects the deal to bring in tens of billions in revenue and boost earnings. It also positions the company as a major player in the race to support global AI demand.
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