OpenAI Strikes Multibillion-Dollar Chip Deal With AMD, Eyes 10% Stake

OpenAI has signed a multibillion-dollar deal with chipmaker AMD, securing access to hundreds of thousands of advanced AI chips and an option to acquire up to a 10% stake in AMD.

The agreement marks a major boost for AMD, whose shares surged more than 30%, adding about $80 billion in market value.

Today, we’re announcing a multi-year, multi generation strategic partnership with @OpenAI that puts AMD compute at the center of the global AI infrastructure buildout.

✅ 6GW of AI infrastructure
✅ Initial 1GW deployment of AMD Instinct MI450 series GPU capacity beginning 2H… pic.twitter.com/AVRgSePB0m
— AMD (@AMD) October 6, 2025

The partnership will see AMD supply GPUs equivalent to six gigawatts of computing power beginning in late 2026, enough to power 5 million U.S. homes.

AMD expects to gain tens of billions in annual revenue, and more than $100 billion in new sales over four years.

We’ve got news… 👀 👀 @WSJ has the scoop with @LisaSu + @sama: https://t.co/2ULNrCdu0e. pic.twitter.com/nNXH2bdTlC
— AMD (@AMD) October 6, 2025

The deal underscores OpenAI’s aggressive push to expand its infrastructure amid intense competition with Nvidia, which recently announced a $100 billion investment in OpenAI.

.@AMD inked a deal with @OpenAI to roll out artificial intelligence infrastructure in a pact the chipmaker said is expected to generate tens of billions of dollars in new revenue.@LisaSu and @gdb join @EdLudlow and @carolinehydetv to discuss https://t.co/JYSkP9IlX5 pic.twitter.com/NR771JXVrF
— Bloomberg TV (@BloombergTV) October 6, 2025

CEO Sam Altman said the deal will help meet soaring computing demands as the company pursues more powerful AI systems.

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