The companies said on Monday that the AMD semiconductor maker will provide their chips for the OpenAi intelligence company as part of an agreement to cooperate in building the infrastructure of Amnesty International.
Openai will also get the option to buy up to 10 % in AMD, according to a joint statement announced by the deal. It is the latest deal for Chatgpt maker where computing resources are racing against artificial intelligence.
Under the terms of the deal, Openai will buy the latest version of the company’s high -performance graphics chips, The Instinct Mi450, which is expected to appear next year.
The agreement calls for the provision of 6 GB of the OpenAI infrastructure of the “Next Generation” of Openai, with the first group of 1 GB chips that are published in the second half of 2026.
It also issued AMD Openai with an order that allows AI to buy up to 160 million shares of joint AMD shares. This is about 10 % of the chips maker based on the 1.6 billion AMD shares. The note will end based on two cohorts linked to the amount of computing energy that was published, in addition to the unlimited “stock prices”.
AMD shares increased by 25 % before the opening bell. The shares of NVIDIA, which has been registered again and a new record this year, decreased a little.
“This partnership is a major step in building the account capacity necessary to achieve the potential of full artificial intelligence,” Sam, CEO of Openai, said in a press statement. “We will lead the AMD in high -performance chips to accelerate progress and achieve the benefits of advanced artificial intelligence to everyone faster.”
The deal is a batch for Santa Clara, California -based AMD, which he left NVIDIA competition. But it also saves Openai’s desire to diversify its supply chain away from NVIDIA’s hegemony. AI Boom has fueled the demand for graphics processing chips in NVIDIA, which has increased their shares and made them the most valuable companies in the world.
Last month, Openai and NVIDIA announced a $ 100 billion partnership that will add at least 10 gigawatts of computing power in the data center. Openai and its partners have already installed hundreds of GB200 in NVIDIA, a tall computing holder containing dozens of specialized artificial intelligence chips inside it, on the campus of the leading Stargate Data Center under construction in Abelene, Texas.
Barclays analysts said in a memo for investors on Monday that the AMD deal from Openai is more than taking the participation than NVIDIA more than a sign of the amount of computing needed to meet the demand for artificial intelligence.
“We realize that there will be a delay in these deals, and that the required infrastructure is largely not present today, but we will once again highlight this as a point of evidence that the ecosystem is desperate for more account,” Barclays analysts wrote.