Advanced Micro Devices’ (NASDAQ:AMD) multi-year partnership with OpenAI could generate over $100 billion in revenue over the next four to six years, as the chipmaker prepares to supply up to six gigawatts of computing capacity using its next-generation Instinct MI450X GPUs starting in late 2026.
The deal strengthens AMD’s position in the AI hardware race against Nvidia (NASDAQ:NVDA) and Broadcom (NASDAQ:AVGO), with OpenAI’s massive infrastructure buildout expected to drive demand across the broader semiconductor, networking, and data center ecosystem.
