AMD signs a long-term deal to supply OpenAI with multiple generations of Instinct GPUs

Oct 6, 2025

OpenAI / AMD

AMD has signed a long-term supply deal with OpenAI to deliver multiple generations of its Instinct chips. The agreement covers up to six gigawatts of compute power and includes a stock warrant that could give OpenAI up to a ten percent stake in AMD.

The partnership, announced on October 6, 2025, makes AMD the primary supplier of GPUs for OpenAI's future AI infrastructure. Over several years, AMD will deliver GPUs with a combined capacity of six gigawatts. The rollout will start with a one-gigawatt cluster based on the new Instinct MI450 series, set to go online in the second half of 2026.

AMD signs a long-term deal to supply OpenAI with multiple generations of Instinct GPUs

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