Sam Altman, Director General of Openai, on the left, and Lisa SU, President and chief executive officer of Advanced Micro Devices, arrive for an audience of the Commercial, Sciences and Transport Committee in the Senate in Washington, DC, United States, Thursday, May 8, 2025.
Nathan Howard | Bloomberg | Getty images
OPENAI and Advanced micro-apparents concluded an agreement that could see Sam Altman’s company taking a 10% stake in the flea manufacturer.
AMD shares soared more than 25% on Monday during negotiations prior to the market after the news.
OPENAI will deploy 6 gigawatts from instinctive AMD graphic processing units over several years and over several generations of equipment, companies announced on Monday. It will start with an initial deployment of 1 gigawatt token in the second half of 2026.
Connect at 9:30 am HE as president of Openai, Greg Brockman and the CEO of AMD, Lisa su, join CNBC TV to discuss the chip agreement. Look in real time on CNBC + or in the CNBC Pro flow.
As part of the link, AMD issued a mandate of up to 160 million ordinary AMD shares, with acquisition milestones linked both to the volume of deployment and during the action of AMD.
The first slices slices with the first complete Gigawatt deployment, with additional slices unlocking as Openai evolves around 6 gigawatts and responds to the key technical and commercial steps required for large -scale deployment.
If Openai exercises the full mandate, it could acquire around 10% of ownership in AMD, on the basis of the current number of shares in circulation.
The chatgpt manufacturer said the agreement was worth billion, but refused to disclose a specific dollar amount.
AMD Table of a day’s actions.
“AMD leadership in high -performance fleas will allow us to speed up progress and provide the advantages of advanced AI to everyone,” Altman said in a statement announcing the partnership.
The agreement positions AMD as a basic strategic partner for Openai, marking one of the largest GPU deployment agreements in the artificial intelligence industry to date.
The partnership could help relieve industry -scale pressure on supply chains and reduce OPENAI’s dependence on a single supplier.
OPENAI has unveiled an agreement of $ 100 billion in shares and in advantage with Nvidia Almost two weeks ago, cementing the role of the chip giant in the propagation of the next generation of Openai models. This arrangement combined capital investment with long -term equipment supply – although in the case of Nvidia, it was the flea manufacturer who was participating in Openai.
Nvidia’s shares fell 1% on Monday pre-market on Monday after the news of the OpenAi-AMD agreement.
This agreement represents a part dedicated to 10 gigawatts of the larger infrastructure roadmap of 23 gigawatt of Openai. About $ 50 billion in construction costs by Gigawatt – with the AMD – Openai agreement has started around 1 billion of new construction expenses in the past two weeks.
Openai is also in talks with Broadcom To build personalized fleas for its next generation of models.
The arrangement between Openai and AMD adds a new layer to the increasingly circular nature of the IA corporate economy, where capital, equity and calculation are negotiated between the same handful of companies that build and fuel technology.
Nvidia provides capital to buy her chips. Oracle Help building sites. AMD and Broadcom intervene as suppliers. OpenAi anchor the request.
It is a closely rolled circular economy, and that that analysts fear to face real tension if a link in the chain begins to weaken.
For AMD, the partnership is both a commercial step and a validation of its new generation instinctive roadmap.
After years of NVIDIA follow-up on the ACC Accelerators market, AMD now has a flagship client at the forefront of the AI ​​arrow.
The CEO of AMD, Lisa SU, said that she was creating “a real win-win allowing the construction of the most ambitious AI in the world and making the entire EA ecosystem progress”.
It also strengthens the ambitions of the wider infrastructure of Openai.
Thanks to its Stargate project, the Altman startup quickly turns into one of the most aggressive infrastructure manufacturers in the AI ​​sector. Its first site in Abilene, Texas, is already operational and performs Nvidia chips, the construction continuing to expand capacity.
The upcoming constructions in New Mexico, Ohio and Midwest should present a mixture of suppliers, including AMD.
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