It’s not every day that two of Silicon Valley’s biggest names sign a deal that could alter the physics of the AI universe. But that’s exactly what happened, when OpenAI and AMD announced a multibillion-dollar partnership to power the next generation of ChatGPT and other AI models.

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Under the terms of the deal, OpenAI will purchase up to 6 gigawatts of AMD’s Instinct GPUs – starting with the forthcoming MI450 chip in 2026 – either directly or through cloud partners. AMD, in return, gains something even more valuable from OpenAI, which is much needed validation as a major player in powering cutting-edge AI and frontier models in the cloud. Make no mistakes, this isn’t just a simple chip sale – for AMD, it’s a seat at the most exclusive table

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