Wednesday, November 5, 2025

AMD Unveils $100 Billion Collaboration with OpenAI to Advance AI Technology

AMD Partners with OpenAI for AI Revolution

Advanced Micro Devices (AMD) has secured a groundbreaking long-term partnership with OpenAI, anticipating over $100 billion in revenue. This collaboration aims to enhance large-scale AI systems using AMD’s advanced Instinct GPUs, bolstering AMD’s position in the global AI market. CEO Lisa Su emphasized this partnership as pivotal for building the next decade of AI computing capacity.

The initial phase will deploy one gigawatt of MI450 GPUs by late 2026, focusing on creating expansive AI computing clusters for research and business applications. AMD’s energy-efficient, scalable data center solutions align with OpenAI’s strategy, marking a significant shift in hardware collaborations.

As AMD enhances its AI-driven offerings and production of high-performance GPUs, analysts project substantial revenue growth starting in 2026. This partnership not only strengthens AMD’s competitive edge against Nvidia and Intel but also marks its rise as a major player in the future of AI computing infrastructure, driving innovation in the industry.

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