OpenAI has entered into a landmark partnership with AMD to secure the massive computing power needed to train and run its next-generation artificial intelligence models. The agreement, announced on Monday, will see OpenAI deploy up to 6 gigawatts of GPUs, beginning with AMD’s Instinct MI450 chips in the second half of 2026.
OpenAI President Greg Brockman said the move addresses the growing global demand for AI infrastructure, noting that the industry faces “absolute compute scarcity” as usage of AI systems surges. He added that the partnership will help OpenAI prepare for the future “compute desert” looming over the industry.
CEO Sam Altman called the collaboration “a major step in building the compute capacity needed to realize AI’s full potential,” crediting AMD’s high-performance chip technology for enabling faster progress.
While OpenAI remains closely partnered with Nvidia, Brockman emphasized that expanding to AMD is crucial for scaling compute capacity. AMD’s CEO Lisa Su described the deal as a long-term strategic partnership and revealed that OpenAI has received a warrant for up to 160 million AMD shares, tied to performance milestones.
The market reacted sharply to the announcement, with AMD shares soaring more than 38% in early trading Monday.
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