The deal represents a major win for AMD in its battle against GPU leader Nvidia, and shows how OpenAI is racing to secure the hardware it needs to scale, even as it navigates its complex ties to Nvidia.

OpenAI will deploy up to 6 gigawatts of AMD Instinct GPUs over multiple years, beginning with a 1-gigawatt rollout in 2026.

AMD expects to make “tens of billions of dollars.”