
OpenAI has secured up to 6 gigawatts of AMD GPU compute in a landmark supply agreement that could see the ChatGPT maker take a 10% stake in AMD.
The deal, announced on October 6, begins with AMD’s next-generation Instinct MI450 series and spans multiple future product cycles. The first one-gigawatt tranche is scheduled to be delivered in the second half of 2026, with follow-on deployments ramping up based on delivery and performance milestones. OpenAI’s warrant vests in stages and caps out at 160…








