The AI industry’s relentless pursuit of computational supremacy has just taken a fascinating turn. On October 6, 2025, Advanced Micro Devices (AMD) and OpenAI formally announced a strategic partnership that will see OpenAI deploy up to 6 gigawatts (GW) of AMD Instinct GPUs, commencing with 1 GW of MI450 Series GPUs in the latter half of 2026. This isn’t merely a supply agreement; it’s a strategic maneuver poised to redefine the competitive dynamics of the AI chip market.
Related Developments: OpenAI’s Strategic Calculus
This AMD collaboration must be viewed within OpenAI’s broader, aggressive strategy to secure the vast computing power essential for its ambitious AI development goals, including the
