AMD signed a multi-year agreement with OpenAI to deploy six gigawatts of Instinct graphics processing units. The companies will begin installing the first gigawatt of MI450 series capacity in the second half of 2026. OpenAI becomes the lead customer for both MI450 chips and Helios rack systems at large scale.
Chief Executive Lisa Su projects the partnership will generate more than $100 billion in revenue over several years. The company aims to position itself as the second major artificial intelligence compute supplier after Nvidia. Su stated AMD maintains strategic commitments with additional customers beyond OpenAI for the next-generation MI450 chips.
The MI450 lineup uses two-nanometer technology and features upgraded architecture. AMD compares the significance of this product line to its EPYC Milan processors. The company expects substantial customer interest as production ramps up.
Chief Executive Lisa Su projects the partnership will generate more than $100 billion in revenue over several years. The company aims to position itself as the second major artificial intelligence compute supplier after Nvidia. Su stated AMD maintains strategic commitments with additional customers beyond OpenAI for the next-generation MI450 chips.
The MI450 lineup uses two-nanometer technology and features upgraded architecture. AMD compares the significance of this product line to its EPYC Milan processors. The company expects substantial customer interest as production ramps up.
