OpenAI and AMD partner to acquire up to 10% of AMD shares and deploy 6 gigawatt-class AMD systems

OpenAI and AMD announced a multi-generational contract to deploy a total of 6 gigawatts of
AMD and OpenAI announce strategic partnership to deploy 6 gigawatts of AMD GPUs | OpenAI
https://openai.com/index/openai-amd-strategic-partnership/
AMD and OpenAI Announce Strategic Partnership to Deploy 6 Gigawatts of AMD GPUs :: Advanced Micro Devices, Inc. (AMD)
https://ir.amd.com/news-events/press-releases/detail/1260/amd-and-openai-announce-strategic-partnership-to-deploy-6-gigawatts-of-amd-gpus
OpenAI looks to take 10% stake in AMD through AI chip deal
https://www.cnbc.com/2025/10/06/openai-amd-chip-deal-ai.html
Through this agreement, OpenAI has positioned AMD as its 'core strategic computing partner' and will drive large-scale adoption of AMD technologies, including the AMD Instinct MI450 series and rack-scale AI solutions, into next-generation products.
'This partnership is a true win-win for both companies, enabling the adoption of AI at massive scale and accelerating the development of the entire ecosystem,' the companies said in a joint statement.
We've got news… 👀 👀 @WSJ has the scoop with @LisaSu + @sama : https://t.co/2ULNrCdu0e . pic.twitter.com/nNXH2bdTlC
— AMD (@AMD) October 6, 2025
As part of the agreement, AMD has allocated up to 160 million shares to OpenAI, with the first set of rights vesting upon the deployment of 1 gigawatt of AMD systems, and the remaining rights vesting upon the deployment of additional systems, totaling 6 gigawatts.
AMD CEO and Chairman Lisa Su said, 'This is an exciting day! We are thrilled to partner with OpenAI and deploy 6 gigawatts of AMD Instinct GPUs. The world needs more AI computing at scale. We will combine the strengths of our two companies to accelerate the buildout of a global AI infrastructure. We thank Sam Altman and Greg Brockman for their trust and partnership. This is a true win-win for both companies.'
Exciting day today! Thrilled to partner with @OpenAI to deploy 6GWs of AMD Instinct GPUs. The world needs more AI compute. Together, we're bringing the best of both companies to accelerate the global AI infrastructure buildout. Thanks @sama @gdb for the trust and partnership.…
— Lisa Su (@LisaSu) October 6, 2025
'We're thrilled to partner with AMD to bring our services to users through AMD chips,' said Sam Altman, co-founder and CEO of OpenAI. 'This move comes in addition to our work with NVIDIA (which we plan to increase in our purchase of NVIDIA chips). The world needs more computing power.'
Excited to partner with AMD to use their chips to serve our users!
— Sam Altman (@sama) October 6, 2025
This is all incremental to our work with NVIDIA (and we plan to increase our NVIDIA purchasing over time).
The world needs much more compute...
Following this news, AMD's stock price soared 23.71%, while NVIDIA's stock price, which previously announced a partnership with OpenAI, fell 1%.
OpenAI and NVIDIA announce strategic partnership, NVIDIA invests approximately 15 trillion yen in OpenAI & OpenAI introduces 10 gigawatt-class NVIDIA system - GIGAZINE

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