AMD seals multi-year megadeal with OpenAI involving 6 gigawatts' worth of AI GPUs and a possible 10% stake in AMD

A collage of Radeon RX 9000 series graphics cards, as shown in AMD's promotional video for the launch of RDNA 4 at CES 2025 — (Image credit: AMD)

AMD and OpenAI have announced a massive multi-year deal for AI GPUs. Exactly how many GPUs AMD will sell to OpenAI isn't clear, but the announcement says that if the arrangement comes fully to fruition, OpenAI will be running fully 6 gigawatts' worth of AMD Instinct GPUs. Intriguingly, the deal also includes OpenAI taking an up to 10% equity stake in AMD.

The first 1 gigawatt tranche kicks off in the second half of next year based on AMD's next-gen Instinct MI450 AI GPU. At the same time, OpenAI will acquire the first segment of up to 160 million AMD shares.

Asus RX 9070 XT — Will AMD's next-gen gaming GPUs benefit from the investment the company is making in AI? (Image credit: Future)

As for what it means for poor old PC gaming, well, the good news is that it helps AMD be even more successful and profitable, so it should have plenty of spare cash to develop new gaming GPUs.

The bad news is that it pulls the company's revenue streams even further away from the traditional PC market. Still, we'll take this as a win and probable good news for the PC.

AMD says it is unifying its RDNA gaming and CDNA AI GPU architectures into the. the single UDNA architecture. That means AI GPU successes and invest are more closely correlated than ever with gaming GPUs.

And it really should mean that AMD can take on not just Nvidia's AI GPUs directly, but its gaming GPUs, too.

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Jeremy has been writing about technology and PCs since the 90nm Netburst era (Google it!) and enjoys nothing more than a serious dissertation on the finer points of monitor input lag and overshoot followed by a forensic examination of advanced lithography. Or maybe he just likes machines that go “ping!” He also has a thing for tennis and cars.

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