AMD to provide 6GW from the account capacity to Openai in the chips deal deserves tens of billions

AMD has signed a supply of multi -year chips with Openai, which can generate tens of billions of chip maker revenue, helping to accelerate its momentum in the artificial intelligence industry.

AMD agreed to provide 6 GB of account capacity to Openai – which is enough to save up to 4.5 million homes – Through multiple generations of instinctive graphics processing units, starting with MI450 instinct. Openaii will receive the first Gigawatt of the capacity in the second half of 2026, when the new chip for publication is scheduled.

Amd claims that the MI450 series will outperform the NVIDIA Rubin CPX shows through hardware and software improvements, many of which will be made with Openai inputs. The current graphics processing units of Mi3555x and MI300X, which are currently used in some work burdens for Openai, are already strong to infer artificial intelligence in large language models due to the large memory capacity and the display of the frequency.

As part of the agreement, AMD Openai gave the option to buy up to 160 million AMD shares, which reaches 10 % stake. Amd said that the first tranche will be launched with the first publication of 1 Gigawatt, and additional slides will shine while Openai buys a total of 6 GB.

Openai’s share will also be linked directly to increasing the features of AMD stock prices, with the final slide when the arrow is $ 600 per share. For context, AMD shares closed at $ 164.67 on Friday, but began on Monday at $ 222.24, an increase of approximately 35 % after the deal news.

The deal comes at a time when Openai operates to secure the largest possible number Five new Stargit data centers With a planned capacity of 7 gigawatts.

“We are pleased to cooperate with Openai to present the artificial intelligence account on a large scale.” “This partnership brings together the best of AMD and Openai to create a real victory that enables more ambitious intelligence in the world and progress in the entire ecosystem of artificial intelligence.”

The CEO of Openai Sam Altman said in a statement that the partnership “is a major step in building the account’s ability to achieve the potential of artificial intelligence.” This is the latest deals by the artificial intelligence giant in recent weeks to secure the account capacity.

Last month alone, NVIDIA agreed to invest Up to 100 billion dollars in Openai Providing the artificial intelligence company with at least 10 GB. Openai and Broadcom also signed a $ 10 billion deal to develop and manufacture Custom AI chips; Openai said the Stargate initiative with Oracle and SoftBank will expand.

Last week, Openai has made agreements with Samsung Electronics and SK Hynix For the DRAM memory source for the Stargate project and build data centers in South Korea.