OpenAI has signed a major deal with AMD to use its chips to power future AI systems, marking one of the biggest hardware commitments yet in the race to scale artificial intelligence.

The agreement covers up to 6 gigawatts of compute capacity using multiple generations of AMD Instinct GPUs, starting with a 1-gigawatt rollout of the new MI450 chips in late 2026.

Under the partnership, OpenAI will make AMD a core supplier for its next-generation infrastructure. The two companies will work closely to fine-tune AMD’s roadmap for AI chips and software, continuing a collaboration that started with AMD’s MI300X and MI350X GPUs.

To secure the partnership, AMD issued OpenAI a warrant for up to 160 million shares of its stock. The shares will vest as OpenAI ramps up chip purchases and hits technic

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