AMD and OpenAI announce a 6 GW agreement for Instinct GPUs

2025-10-06 · Publisher : AMD · Domain : Cloud & DevOps

AMD and OpenAI sign an agreement to deploy 6 GW of AMD Instinct GPUs, with a first gigawatt of MI450 in the second half of 2026, and an AMD share warrant for OpenAI.

### What changes On 6 October 2025, **AMD** and **OpenAI** announce a definitive 6-gigawatt agreement to power OpenAI's next-generation AI infrastructure across multiple generations of AMD Instinct GPUs. The first one-gigawatt deployment, using Instinct MI450 GPUs, is to begin in the second half of 2026. AMD becomes a core strategic compute partner for OpenAI. In return, AMD issues OpenAI a warrant for up to 160 million AMD shares, vesting as milestones are reached. ### Key facts - Volume: 6 GW of AMD Instinct GPUs deployed across several generations. - First milestone: 1 GW of Instinct MI450 GPUs starting in the second half of 2026. - Financial alignment: a warrant for up to 160 million AMD shares, vesting in tranches with deployments. - Vesting conditions: AMD share-price targets and OpenAI technical and commercial milestones. - History: a collaboration begun with MI300X and continued with MI350X. ### Why it matters OpenAI diversifies its chip suppliers beyond NVIDIA, while financially tying its suppliers to its own success. For customers, competition between accelerators should help availability and prices in the medium term, but the schedule depends on delivery of the MI450 generation. The agreement is expressed in power (GW), not chip count, which makes comparison with other announcements harder. ### Takeaway OpenAI adds AMD to its compute suppliers, with a commitment expressed in gigawatts and a capital link.

Tags : Puces, OpenAI, Datacenter, États-Unis