The partnership establishes AMD as a core strategic compute provider to OpenAI, enabling large-scale deployment of AMD technology across multiple GPU generations. It builds on prior collaborations, including the MI300X and MI350X series deployments, and extends to AMD’s rack-scale AI solutions.
Dr. Lisa Su, AMD’s chair and CEO, said: “We are thrilled to partner with OpenAI to deliver AI compute at massive scale. This partnership brings the best of AMD and OpenAI together to create a true win-win enabling the world’s most ambitious AI buildout and advancing the entire AI ecosystem.”
For OpenAI, the agreement represents a key step in building the compute capacity required to advance generative AI research and applications. Sam Altman, co-founder and CEO of OpenAI, stated: “This partnership is a major step in building the compute capacity needed to realise AI’s full potential. AMD’s leadership in high-performance chips will enable us to accelerate progress and bring the benefits of advanced AI to everyone faster.”
Greg Brockman, co-founder and president of OpenAI, added: “Building the future of AI requires deep collaboration across every layer of the stack. Working alongside AMD will allow us to scale to deliver AI tools that benefit people everywhere.”
As part of the agreement, AMD has issued OpenAI a performance-based warrant for up to 160 million shares of AMD stock. Vesting will occur as specific milestones are met, beginning with the initial 1GW deployment and scaling to the full six-gigawatt capacity. Vesting is also linked to AMD’s share-price performance and OpenAI achieving technical and commercial milestones necessary to support large-scale deployments.
Jean Hu, AMD’s EVP, CFO and treasurer, commented: “Our partnership with OpenAI is expected to deliver tens of billions of dollars in revenue for AMD while accelerating OpenAI’s AI infrastructure buildout. This agreement creates significant strategic alignment and shareholder value for both AMD and OpenAI and is expected to be highly accretive to AMD's non-GAAP earnings-per-share.”
The collaboration demonstrates both companies’ commitment to advancing the AI ecosystem. By combining AMD’s high-performance computing technology with OpenAI’s generative AI expertise, the partnership aims to accelerate AI development, increase infrastructure efficiency, and expand the reach of AI applications globally. The phased deployment ensures scalability while maintaining strategic and technical alignment over multiple GPU generations.
With this agreement, AMD strengthens its position as a leading provider of AI compute solutions, while OpenAI secures the capacity needed to support its ambitious AI research and deployment plans, benefiting users worldwide.
