U.S. AMD stock surged dramatically after OpenAI announced a strategic partnership with the chipmaker. The deal could see OpenAI acquire up to a 10% stake in AMD. Following the news, AMD shares jumped over 30%, reflecting investor confidence in the collaboration and its potential impact on the AI industry.
Under the partnership, OpenAI will deploy six gigawatts of AMD Instinct GPUs across multiple generations and projects. The initial rollout will feature one gigawatt of chips, beginning in the second half of 2026. This deployment will enable OpenAI to expand ChatGPT and other AI products, which currently face limitations due to compute constraints.
OpenAI President Greg Brockman emphasized that scaling AI to reach a global audience requires significant computational resources. He noted that the lack of sufficient hardware currently restricts the launch of features capable of generating additional revenue. Consequently, the U.S. AMD stock rally reflects the market’s recognition of AMD’s strategic role in powering AI expansion.
The OpenAI AI Chip partnership includes AMD issuing warrants for up to 160 million shares to OpenAI. Vesting milestones link both deployment volumes and AMD’s share price. The first tranche vests with one gigawatt deployment, with later tranches unlocking as OpenAI scales to six gigawatts. If fully exercised, OpenAI could gain roughly 10% ownership of AMD.
AMD CEO Lisa Su highlighted that AI remains on a ten-year growth trajectory. She stated that foundational computing is essential to scaling AI effectively. Furthermore, partnerships like this one bring together technology ecosystems and ensure companies can deliver the best solutions globally. Su added that the collaboration will reduce supply chain pressure and diversify OpenAI’s vendor reliance.
The OpenAI-AMD deal complements OpenAI’s recent $100 billion agreement with Nvidia. While Nvidia is taking a stake in OpenAI, the AMD partnership emphasizes GPU deployment and technical scale. OpenAI is also in talks with Broadcom for custom chips, reinforcing a complex network of capital, compute, and infrastructure that fuels AI development.
The arrangement strengthens AMD’s position in the AI accelerator market after years of trailing Nvidia. With OpenAI as a flagship client, AMD validates its next-generation Instinct roadmap. Su described the partnership as a “win-win” that advances AI infrastructure and supports global technology growth.
U.S. AMD stock reflects both the commercial opportunity and strategic significance of the deal. As OpenAI expands its Stargate project in Texas and plans additional sites across New Mexico, Ohio, and the Midwest, AMD GPUs and the OpenAI AI Chip deployment will play a crucial role. This partnership signals a new era in AI buildout and investment, benefiting both OpenAI and AMD.
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