AMD wins huge AI chip deal from OpenAI with inventory sweetener

As a part of the association, AMD will permit OpenAI to buy as much as 160 million AMD shares at 1 cent every all through the chips deal.

OpenAI diversifies its chip provide

With demand for AI compute rising quickly, firms like OpenAI have been on the lookout for secondary provide traces and sources of further computing capability, and the AMD partnership is a component the corporate’s wider effort to safe adequate computing energy for its AI operations. In September, Nvidia introduced an funding of as much as $100 billion in OpenAI that included supplying at the least 10 gigawatts of Nvidia techniques. OpenAI plans to deploy a gigawatt of Nvidia’s next-generation Vera Rubin chips in late 2026.

OpenAI has labored with AMD for years, in response to Reuters, offering enter on the design of older generations of AI chips such because the MI300X. The brand new settlement requires deploying the equal of 6 gigawatts of computing energy utilizing AMD chips over a number of years.

Past working with chip suppliers, OpenAI is broadly reported to be creating its personal silicon for AI purposes and has partnered with Broadcom, as we reported in February. An individual accustomed to the matter informed Reuters the AMD deal doesn’t change OpenAI’s ongoing compute plans, together with its chip improvement effort or its partnership with Microsoft.