OpenAI has secured up to 6 gigawatts of AMD GPU compute in a landmark supply agreement that could see the ChatGPT maker take a 10% stake in AMD.
The deal, announced on October 6, begins with data-analytics-id=”inline-link” href=”https://www.tomshardware.com/tech-industry/artificial-intelligence/amd-preps-rack-scale-instinct-mi450x-if128-with-128-gpus-to-challenge-nvidias-vr200-nvl144-in-2026″ target=”_blank” data-before-rewrite-localise=”https://www.tomshardware.com/tech-industry/artificial-intelligence/amd-preps-rack-scale-instinct-mi450x-if128-with-128-gpus-to-challenge-nvidias-vr200-nvl144-in-2026″>AMD’s next-generation Instinct MI450 series and spans multiple future product cycles. The first one-gigawatt tranche is scheduled to be delivered in the second half of 2026, with follow-on deployments ramping up based on delivery and performance milestones. OpenAI’s warrant vests in stages and caps out at 160…
