In a single day, OpenAI laid out the two pillars of its next empire: first, it signed a sweeping deal with AMD to secure no less than six gigawatts of GPU compute, an agreement that could give it up to a 10% stake in AMD if certain milestones are met. Then, on stage at DevDay, it unveiled a new layer of “mini-apps” that live inside ChatGPT, turning the chatbot into something much bigger: not a product, but a platform.

Together, these moves define OpenAI’s ambition with perfect clarity: control the power and control the interface.

Power, literally

The AMD deal is more than a supply contract: it’s a signal. Six gigawatts of GPU compute by 2026, the first one-gigawatt plant in construction, and stock warrants worth up to 160 million shares at a cent apiece if performance goals are hit.

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