OpenAI’s Voracious Appetite for Power Spurs Multibillion-Dollar AMD Chip Pact

Driven by a voracious appetite for computing power, OpenAI has entered into a massive, multibillion-dollar agreement with chipmaker AMD. The deal is a direct move to secure the vast computational resources necessary for the next wave of artificial intelligence innovation, a need that has become the central challenge for the entire AI sector.
This landmark partnership will see AMD deliver hundreds of thousands of its elite AI-focused GPUs to OpenAI over the coming years. The deployment, commencing in the second half of 2026, is engineered to support an incredible six gigawatts of computing power. This scale is a testament to the sheer intensity of the calculations required to train and operate cutting-edge AI like that developed by OpenAI.
Sam Altman, OpenAI’s CEO, has been vocal about the scarcity of advanced chips being the primary limiter on his company’s ambitions. This deal, coupled with other recent strategic investments, represents an aggressive, well-funded campaign to build a near-limitless pool of computational resources, effectively removing that bottleneck to growth and discovery.
The market’s reaction underscored the deal’s significance, as AMD’s stock value surged by $80 billion. Beyond the immediate financial gains, the partnership includes a warrant giving OpenAI the option to purchase a 10% stake in AMD. This potential for ownership creates a powerful, symbiotic relationship, aligning the goals of the AI software developer with its hardware provider.
As OpenAI prepares to build a new one-gigawatt facility powered by AMD’s next-generation MI450 chips, the message to the industry is clear. The future of AI belongs to those who can secure and power the most advanced silicon at an unprecedented scale, and OpenAI is sparing no expense to ensure it remains at the forefront.