OpenAI Inks Massive Deal With AMD For AI Chips, Secures Potential 10 Percent Stake It was only a few weeks ago that NVIDIA committed a one hundred billion dollar investment in OpenAI. Now, in a significant strategic move, OpenAI has announced a new partnership with NVIDIA’s rival, AMD. The agreement involves OpenAI using AMD chips to build six gigawatts of AI infrastructure, a deal from which AMD expects to earn tens of billions of dollars. According to the announcement, AMD will serve as a core strategic compute partner to help drive large-scale deployments of OpenAI technology. Specifically, OpenAI plans to utilize AMD Instinct GPUs. The first phase involves deploying one gigawatt of AMD’s upcoming Instinct MI450 GPUs, scheduled for the second half of 2026. Sam Altman, co-founder and CEO of OpenAI, stated that AMD’s leadership in high-performance chips will enable the company to accelerate progress and bring the benefits of advanced AI to everyone faster. A particularly notable part of the deal gives OpenAI the opportunity to purchase one hundred sixty million AMD shares for just one cent each. These shares will vest over time as OpenAI hits specific deployment milestones, beginning with the initial one gigawatt deployment. If all milestones are met, this arrangement could ultimately grant OpenAI up to a ten percent ownership stake in AMD. This new partnership with AMD exists alongside OpenAI’s other major chip alliances. The company’s recent one hundred billion dollar arrangement with NVIDIA is aimed at creating at least ten gigawatts of AI data centers. That investment is also structured to be delivered in phases, timed with each new gigawatt of power coming online, with the process also starting in the latter half of 2026. OpenAI’s web of strategic partnerships continues to expand. The company has a deep collaboration with Microsoft, which has invested over thirteen billion dollars for a forty-nine percent share of OpenAI’s profits. In a related industry move, NVIDIA recently invested five billion dollars in Intel. That partnership aims to connect NVIDIA’s strengths in AI and accelerated computing with Intel’s CPU technologies and its x86 ecosystem. As part of that deal, Intel is also tasked with building custom x86 CPUs for NVIDIA.
