OpenAI has officially made AMD a cornerstone of its future by signing a landmark, multibillion-dollar deal with the chipmaker. The agreement ensures a massive supply of critical AI hardware and strategically aligns the two companies for years to come through a potential equity stake.
This partnership is a foundational move for OpenAI, which requires an ever-expanding supply of computing power to fuel its research. The deal will provide hundreds of thousands of AMD’s GPUs, establishing a six-gigawatt computing infrastructure that will be among the most powerful in the world.
The choice of AMD as a cornerstone partner is a major endorsement of its technology, a fact reflected by the $80 billion surge in AMD’s market value. The deal signals that AMD’s hardware is ready to support the most advanced AI workloads, positioning it as a leader in the field.
To solidify this cornerstone relationship, OpenAI has been granted a warrant to purchase a 10% stake in AMD. This transforms the dynamic from a simple client-vendor relationship to a deep, integrated alliance where both companies are invested in shared success.
As OpenAI continues its mission to build safe and beneficial artificial general intelligence, it is clear that AMD will be a critical part of that journey. This deal provides the raw power and the strategic alignment needed to tackle the immense challenges that lie ahead.