In brief
- The 6GW agreement gives OpenAI the option to buy up to 160 million AMD shares while securing Instinct MI450 chips—its boldest hedge yet against Nvidia’s dominance.
- AMD’s software gap may still haunt the deal, but the equity tie makes OpenAI a partner in fixing it.
- Wall Street cheered, sending AMD shares skyrocketing as Nvidia slipped and the GPU arms race reached new extremes.
AMD struck its biggest AI deal yet Monday morning, securing a 6 gigawatt GPU contract with OpenAI. The partnership gives OpenAI the option to acquire up to 160 million AMD shares—roughly 10% of the company—while AMD commits to delivering its next-generation Instinct MI450 chips starting in late 2026.
The deal comes just two weeks after Nvidia announced its own $100 billion partnership with OpenAI for 10 gigawatts of compute capacity. OpenAI’s dual-supplier strategy reflects a calculated hedge: The ChatGPT maker needs 16 gigawatts total to power its infrastructure ambitions, and relying solely on Nvidia carries too much risk in a market where GPU shortages have become routine.
AMD CEO Lisa Su called it “the world’s most ambitious AI buildout,” projecting tens of billions in revenue over the next four years, according to
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Author: Jose Antonio Lanz
