AMD and OpenAI have entered into a strategic partnership to build and deploy up to 6 gigawatts of AMD-powered computing infrastructure to support OpenAI’s next-generation artificial intelligence systems.
Under the agreement, OpenAI will use multiple generations of AMD Instinct GPUs, beginning with the AMD Instinct MI450, with the first 1-gigawatt deployment scheduled for the second half of 2026.
AMD will serve as one of OpenAI’s core compute partners, supplying rack-scale AI systems and collaborating on hardware and software development.
The partnership expands on the companies’ previous cooperation involving AMD’s MI300X and MI350X products. Both organizations said they aim to align technical roadmaps and share expertise to optimize large-scale AI operations.
To align long-term interests, AMD granted OpenAI a warrant for up to 160 million shares of AMD common stock, which will vest as deployment milestones are reached.
The first tranche will vest following the initial 1-gigawatt rollout, with additional tranches dependent on scaling up to 6 gigawatts, as well as on share price and performance milestones.
AMD chair and CEO Dr. Lisa Su said the collaboration reflects the growing demand for AI compute capacity. OpenAI CEO Sam Altman described the agreement as part of efforts to expand the infrastructure needed for future AI applications.
The companies said the partnership will focus on building the infrastructure necessary to meet growing demand for AI computing globally.
Meanwhile, AMD has introduced the Ryzen Embedded 9000 Series processors, aimed at industrial PCs, automation systems, and machine-vision platforms.
The new processors are built on the AMD “Zen 5” architecture and manufactured using a 4-nanometer process.
The chips offer up to 16 cores and configurable power ranging from 65W to 170W, allowing system builders to tailor performance and energy use for different industrial requirements.
Features include support for AVX-512 instructions, DDR5 memory, PCIe Gen 5 connectivity, and up to 128MB of AMD 3D V-Cache. Integrated graphics based on the RDNA 2 architecture are also included.
AMD said the Ryzen Embedded 9000 Series is designed for long-term industrial deployment, offering up to seven years of product availability.
Ryzen PRO Embedded models, expected later this year, will extend availability to 10 years and include additional enterprise management and security features such as AMD Platform Secure Boot and AMD Memory Guard.
The processors are compatible with the AMD AM5 socket, providing flexibility for both current and future systems. AMD said the product line is intended to support a range of applications including robotics, edge computing, and smart factory operations.
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