AMD to supply 6GW of compute capacity to OpenAI in chip deal worth tens of billions

AMD has signed a multi-year chip supply agreement with the OpenAI, which can earn several billions of billions for the chipmaker, helps to accelerate its speed in the AI ​​industry.

AMD has agreed to provide 6 gigwatt calculation capacity to AMD – it is enough for electricity up to 4.5 million homes – Throughout multiple generations of engagement GPUs, the instinct starts with the MI 450 GPU. The first gigawatt will be capable in the second half of the OpenI 2026, while the new chip is scheduled for setting up.

AMD has claimed that the MI 450 series will exceed NVidia’s comparative offers (Nvidia Rubin CPX) through hardware and software improvement, many of which will be made with OpenAI input. Its current MI 355 X and MI 300 X Series GPUs, currently used for some work pressure for OpenAI, are already strong for AI hypotheses in big language models due to their large memory capacity and bandwidth.

As part of the agreement, AMD has given the Open AMD Stock the option to buy 160 million shares, which is 10% partnership. The AMD said the first traffic would be vested with the initial 1 gigawatt deployment and the opening would vest the additional traffic as a total of 6 gigawatts, AMD said.

Openai’s stake will be directly tied directly with AMD’s share milestone, while the final is with the final traffic vesting per share to $ 600 per share. In the context, AMD shares closed on Friday at $ 164.67, but started on Monday at $ 222.24, about 35% increased after the contract news.

This agreement has come up as it works to secure as much chip partnerships as much as possible in its competition to create OpenAI AI infrastructure Five new Stargate Data Centers With 7 gigawatt’s planned capabilities.

AMD Chairman and CEO Dr. Lisa Suu said, “We are thrilled to provide AI calculations with the Open AE.” This partnership enables the world’s most ambitious AI buildout and made the entire AI ecosystem a true victory. ”

OpenAI chief executive officer Sam Altman said in a statement that partnership “is a major step in creating counting power to realize the full potential of AI.” This is the latest of several agreements to create AI giants in recent weeks to secure counting capabilities.

Alone in the last month, Nvidia agreed to invest Up to $ 100 billion in OpenAA And supply the AI ​​firm with at least 10 gigwatts; OpenAI and Broadcom also signed a $ 10 billion contract to develop and produce Custom AI Chips; And Openi says its Stargate initiative will expand with Oracle and Softbank.

Last week, Samsung has signed an OpenAI deal with Electronics and SK Hinix To create DRAM memory chips sources for the Stargate project and to create a data center in South Korea.