A Deal of Immense Proportions: OpenAI Commits to 6 Gigawatts of AMD Power

OpenAI has committed to a deal of truly immense proportions, agreeing to purchase enough AMD hardware to build a six-gigawatt computing infrastructure. This multibillion-dollar investment is a clear indication of the colossal scale required to lead in the field of artificial intelligence.
To put six gigawatts into perspective, it is the energy equivalent needed to power five million U.S. households, or three times the annual output of the Hoover Dam. All of this power will be channeled through hundreds of thousands of AMD’s AI chips to train and operate OpenAI’s next-generation models.
This massive commitment is a direct response to the primary bottleneck in AI development: the availability of raw computing power. By securing this vast resource, OpenAI is ensuring it has the fuel for its ambitious research agenda for years to come, with deployments starting in late 2026.
The deal is a transformative victory for AMD, which saw its market value increase by $80 billion on the news. The company is now positioned as a key enabler of the AI revolution, with a flagship customer whose needs will push its technology to new limits.
The partnership is also reinforced by a strategic warrant that gives OpenAI the option to buy a 10% stake in AMD. This aligns the two companies not just on a technical level, but also on a financial one, creating a powerful foundation for future collaboration.