AMD has signed a multi-year chip supply deal with OpenAI that could generate tens of billions in revenue for the chipmaker, helping accelerate its momentum in the AI industry.

AMD has agreed to supply 6 gigawatts of compute capacity to OpenAI — enough to power up to 4.5 million homes — across multiple generations of its Instinct GPUs, starting with the Instinct MI450 GPU. OpenAI will receive the first gigawatt of capacity in the second half of 2026, when the new chip is scheduled for deployment.

AMD claims the MI450 series will outperform Nvidia’s comparable offerings (NVIDIA Rubin CPX) through hardware and software improvements, many of which will be made with OpenAI’s input. Its current MI355X and MI300X series GPUs, currently used in some workloads for OpenAI, are already strong fo

See Full Page