
AMD and OpenAI have announced a massive multi-year deal for AI GPUs. Exactly how many GPUs AMD will sell to OpenAI isn't clear, but the announcement says that if the arrangement comes fully to fruition, OpenAI will be running fully 6 gigawatts' worth of AMD Instinct GPUs. Intriguingly, the deal also includes OpenAI taking an up to 10% equity stake in AMD.
The first 1 gigawatt tranche kicks off in the second half of next year based on AMD's next-gen Instinct MI450 AI GPU. At the same time, OpenAI will acquire the first segment of up to 160 million AMD shares.