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https://www.cnbc.com/2025/10/06/openai-amd-chip-deal-ai.htmlhttps://www.tomshardware.com/tech-industry/openai-and-amd-announce-multibillion-dollar-partnership-amd-to-supply-6-gigawatts-in-chips-openai-could-get-up-to-10-percent-of-amd-shares-in-returnhttps://finance.yahoo.com/news/amd-signs-ai-chip-supply-105442489.html
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Highlights
  • OpenAI and AMD agreed to a multibillion-dollar deal for 6 gigawatts of compute, signaling a major scale-up in AI hardware capacity.
  • The agreement links incentives to performance, with OpenAI receiving warrants for up to 160 million AMD shares tied to deployment milestones.
  • First gigawatt online is expected in the second half of 2026, marking the initial phase of OpenAI’s expanded compute ramp with AMD’s MI450 family.

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References

AMD stock skyrockets 25% as OpenAI looks to take stake in AI chipmaker

https://www.cnbc.com/2025/10/06/openai-amd-chip-deal-ai.htmlCnbc.com
AMD stock skyrockets 25% as OpenAI looks to take stake in AI chipmaker

OpenAI and AMD announce multibillion-dollar partnership — AMD to supply 6 gigawatts in chips, OpenAI could get up to 10% of AMD shares in return

https://www.tomshardware.com/tech-industry/openai-and-amd-announce-multibillion-dollar-partnership-amd-to-supply-6-gigawatts-in-chips-openai-could-get-up-to-10-percent-of-amd-shares-in-returnTomshardware.com
OpenAI and AMD announce multibillion-dollar partnership — AMD to supply 6 gigawatts in chips, OpenAI could get up to 10% of AMD shares in return

AMD signs AI chip-supply deal with OpenAI, gives it option to take a 10% stake

https://finance.yahoo.com/news/amd-signs-ai-chip-supply-105442489.htmlFinance.yahoo.com

AMD And OpenAI Announce Multibillion Dollar Chip Deal—AMD Shares Surge 24%

https://www.forbes.com/sites/siladityaray/2025/10/06/amd-shares-surge-24-after-announcing-multibillion-dollar-deal-openai/Forbes.com
AMD And OpenAI Announce Multibillion Dollar Chip Deal—AMD Shares Surge 24%

AMD stock soars 38% after company inks a major deal with OpenAI

https://www.businessinsider.com/amd-stock-price-openai-deal-nvidia-chips-gpus-nvda-ai-2025-10Businessinsider.com
AMD stock soars 38% after company inks a major deal with OpenAI

AMD announces major partnership with OpenAI for AI computing infrastructure

https://www.foxbusiness.com/lifestyle/amd-announces-major-partnership-openai-ai-computing-infrastructureFoxbusiness.com
AMD announces major partnership with OpenAI for AI computing infrastructure

OpenAI and AMD Announce Massive AI Partnership, Sending AMD Shares Soaring

https://www.investopedia.com/openai-and-amd-announce-massive-ai-partnership-sending-amd-shares-soaring-11824659Investopedia.com
OpenAI and AMD Announce Massive AI Partnership, Sending AMD Shares Soaring

OpenAI Inks AMD Chips Deal Worth Tens of Billions of Dollars

https://www.bloomberg.com/news/articles/2025-10-06/openai-signs-amd-chips-deal-worth-tens-of-billions-of-dollarsBloomberg.com
OpenAI Inks AMD Chips Deal Worth Tens of Billions of Dollars

AMD stock surges 25% after AI infrastructure deal with OpenAI

https://seekingalpha.com/news/4501935-amd-surges-25-after-ai-infrastructure-deal-with-openaiSeekingalpha.com
AMD stock surges 25% after AI infrastructure deal with OpenAI

AMD Stock Soars 30% as OpenAI Seeks 10% Stake. Why This Collab Threatens Nvidia.

https://www.tradingview.com/news/tradingview:1dd100f28094b:0-amd-stock-soars-30-as-openai-seeks-10-stake-why-this-collab-threatens-nvidia/Tradingview.com
AMD Stock Soars 30% as OpenAI Seeks 10% Stake. Why This Collab Threatens Nvidia.

AMD and OpenAI Announce Strategic Partnership to Deploy 6 Gigawatts of AMD GPUs

https://ir.amd.com/news-events/press-releases/detail/1260/amd-and-openai-announce-strategic-partnership-to-deploy-6-gigawatts-of-amd-gpusIr.amd.com
AMD and OpenAI Announce Strategic Partnership to Deploy 6 Gigawatts of AMD GPUs

AMD signs AI chip-supply deal with OpenAI

https://www.nbcnews.com/tech/tech-news/amd-signs-ai-chip-supply-deal-openai-rcna235860Nbcnews.com
AMD signs AI chip-supply deal with OpenAI

OpenAI Signs Multi-billion Dollar Chip Deal With AMD

https://www.barrons.com/news/openai-signs-multi-billion-dollar-chip-deal-with-amd-5733ae8eBarrons.com
OpenAI Signs Multi-billion Dollar Chip Deal With AMD

OpenAI signs multibillion-dollar chip deal with AMD

https://www.theguardian.com/technology/2025/oct/06/openai-chipmaker-amd-dealTheguardian.com
OpenAI signs multibillion-dollar chip deal with AMD

AMD seals multi-year megadeal with OpenAI involving 6 gigawatts' worth of AI GPUs and a possible 10% stake in AMD

https://www.pcgamer.com/hardware/graphics-cards/amd-seals-multi-year-megadeal-with-openai-involving-6-gigawatts-worth-of-ai-gpus-and-a-possible-10-percent-stake-in-amd/Pcgamer.com
AMD seals multi-year megadeal with OpenAI involving 6 gigawatts' worth of AI GPUs and a possible 10% stake in AMD

OpenAI bets big on AMD with massive investment

https://mashable.com/article/openai-amd-computing-investment-chipsMashable.com
OpenAI bets big on AMD with massive investment

AMD shares soar 27% on OpenAI chip deal that could give Altman’s firm a 10% stake

https://nypost.com/2025/10/06/business/amd-shares-soar-27-on-openai-chip-deal-that-could-give-altmans-firm-a-10-stake/Nypost.com
AMD shares soar 27% on OpenAI chip deal that could give Altman’s firm a 10% stake

OpenAI's Blockbuster AMD Deal Is a Bet on Near-Limitless Demand for AI

https://www.wired.com/story/openai-amd-deal-data-center-chips/Wired.com
OpenAI's Blockbuster AMD Deal Is a Bet on Near-Limitless Demand for AI

Open AI signs multibillion-dollar deal with AMD for processors

https://www.thetimes.com/business-money/companies/article/open-ai-signs-multibillion-dollar-deal-with-amd-for-processors-9zgxv9hhjThetimes.com
Open AI signs multibillion-dollar deal with AMD for processors

AMD Stock Skyrockets on Massive Deal With OpenAI. Could This Be a Game Changer for AMD? | The Motley Fool

https://www.fool.com/investing/2025/10/06/amd-stock-skyrockets-on-massive-deal-with-openai-c/Fool.com
AMD Stock Skyrockets on Massive Deal With OpenAI. Could This Be a Game Changer for AMD? | The Motley Fool

The OpenAI Effect: AMD Stock Wins a New Street-High Price Target - TipRanks.com

https://www.tipranks.com/news/the-openai-effect-amd-stock-wins-a-new-street-high-price-targetTipranks.com
The OpenAI Effect: AMD Stock Wins a New Street-High Price Target - TipRanks.com

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