OpenAI & AMD: 6 GW of Instinct GPUs — First MI450 Deployment H2 2026
OpenAI & AMD: 6 GW of Instinct GPUs — First MI450 Deployment H2 2026 OpenAI has agreed to purchase AMD Instinct GPUs to build six gigawatts of AI infrastructure, with the first 1 GW of Instinct MI450 GPUs slated for deployment in the second half of 2026. AMD expects the deal to generate "tens of billions of dollars" in revenue. The agreement also includes an option for OpenAI to buy 160 million AMD shares at $0.01 each, potentially giving OpenAI up to a 10% stake as shares vest against deployment milestones. Quote: “AMD’s leadership in high-performance chips will enable us to accelerate progress and bring the benefits of advanced AI to everyone faster,” said Sam Altman, OpenAI CEO. Why this matters Scale: 6 GW is a major commitment to AMD’s…
