AMD and OpenAI Seal Mega Deal for AI Chips
san francisco, maandag, 6 oktober 2025.
AMD and OpenAI have entered into a strategic partnership where OpenAI will implement 6 gigawatts of AMD Instinct GPUs over multiple years, starting with 1 gigawatt in 2026. The deal, worth billions, gives OpenAI the option to purchase up to 10% of AMD’s shares, significantly boosting AMD’s stock price. This marks a significant step in the AI industry and challenges Nvidia’s dominant position.
Strategic Partnership for 6 Gigawatts of AI Chips
AMD and OpenAI have announced a strategic partnership where OpenAI will implement 6 gigawatts of AMD Instinct GPUs over multiple years, beginning with 1 gigawatt in 2026. This deal, worth billions, gives OpenAI the option to purchase up to 10% of AMD’s shares, significantly boosting AMD’s stock price. This marks a significant step in the AI industry and challenges Nvidia’s dominant position [1][2][3].
Impact on the Stock Market
The announcement of the deal led to a substantial rise in AMD’s stock, which surged more than 23% in premarket trading on Monday to $204.50 [4]. This increase follows a series of other major deals, including a $100 billion investment by Nvidia in OpenAI, announced in September [5].
Details of the Deal
According to the deal, AMD will supply OpenAI with hundreds of thousands of AI chips, starting with the Instinct MI450 series in the second half of 2026. AMD has granted OpenAI a warrant to purchase up to 160 million AMD shares at 1 cent per share, which will vest in tranches based on achieved milestones and the performance of AMD’s stock [1][2][3].
Strategic Implications
This deal provides AMD with a significant opportunity to strengthen its position in the AI chip market, a sector where Nvidia has long been the dominant player. Sam Altman, co-founder and CEO of OpenAI, noted: “AMD’s leadership in high-performance chips will enable us to make faster progress and bring the benefits of advanced AI to everyone” [2]. Lisa Su, chair and CEO of AMD, called it a “true win-win situation that will promote the entire AI ecosystem” [1].
Future Outlook
The collaboration between AMD and OpenAI represents a crucial step in the development and implementation of AI technology. With the planned 6 gigawatts of GPUs over multiple years, OpenAI will be able to significantly expand its AI infrastructure. This will not only lead to new innovations but also contribute to the growth of AMD and the strengthening of the AI industry as a whole [1][2][3].