A few weeks fromagreement with Nvidia, OpenAI scores another strategic coup e and allies with AMDThe company led by Sam Altman has announced a multi-year agreement to purchase 6 gigawatts of GPUs destined for the next generation of artificial intelligence infrastructure. And the news has sent the US tech industry soaring. On Wall Street AMD stock price rises above 30% in pre-market trading at 187,26 euro.
The agreement, potentially worth tens of billions of dollars, provides that OpenAI could own up to 10% of AMD's capital, through the exercise of warrants tied to the achievement of specific industrial and price milestones. This step strengthens an already existing collaboration and is part of ChatGPT's strategy to reduce dependence on Nvidia and diversify their sources of computing power.
Details of the OpenAI-AMD agreement
According to the joint statement released by Santa Clara, the agreement covers sand gigawatts of AMD GPUs as part of a multi-year, multi-generational partnershipThe first phase, of one gigawatt, will start in the second half of 2026 and will be based on the new series of graphics processors AMD Instinct MI450, designed forr powering the next wave of AI models by OpenAI.
The two companies will work side by side as strategic partners to implement AMD's computing solutions at scale, starting with new GPUs and rack-scale infrastructures and moving forward with future generations. The agreement also includes a significant financial aspect. AMD has warrant issued which will allow OpenAI to purchase up to 160 million ordinary shares, at the symbolic price of one cent, as specific operational and value milestones are reached.
“A real win-win for the AI ecosystem”
"We are excited to collaborate with OpenAI to provide large-scale AI processing,” he said lisa su, president and CEO of AMD. “This partnership brings together the best of AMD and OpenAI to create a vit was a beneficial collaboration for both, capable of supporting the development of the most ambitious AI systems in the world and advancing the entire ecosystem”.
The Sam altman, co-founder and CEO of OpenAI, underlined the strategic importance of the agreement: “this partnership represents a important step in developing the necessary computing capacity to realize the full potential of artificial intelligence. AMD's leadership in high-performance chips will allow us to accelerate progress and make the benefits of advanced AI accessible to everyone more quickly."
Greg Brockman, president of OpenAI, reiterated that building the future of artificial intelligence “requires deep collaboration at every level of the technology chain,” while AMD's chief financial officer, Jean Hu, estimated that the deal will generate “tens of billions of dollars in revenue” and be “highly accretive to the company’s non-GAAP earnings per share.”
The new axis of intelligent computing
After the agreement with Nvidia, the partnership with AMD consolidates OpenAI's role as a hub for global AI infrastructure developmentThe goal is to create the computational capacity needed to support increasingly sophisticated models, as major chipmakers vie for leadership in a sector poised to redefine the digital economy.
And this agreement, AMD enters fully in OpenAI's key partners clubAnd if the future of generative computing is at stake, the company led by Lisa Su seems determined to play a leading role.
