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OpenAI partners with AMD and NVIDIA for massive GPU infrastructure expansion

OpenAI has announced two major strategic partnerships to scale its AI infrastructure. The company is partnering with AMD to deploy 6 gigawatts of AMD GPUs, with an initial 1 gigawatt deployment of MI450 GPUs starting in the second half of 2026. Concurrently, OpenAI is forming a landmark agreement with NVIDIA to deploy at least 10 gigawatts of NVIDIA systems, with NVIDIA intending to invest up to $100 billion in OpenAI as these systems are deployed, also beginning in the second half of 2026. AI

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RANK_REASON This is a significant partnership announcement involving major AI infrastructure buildout and substantial investment from leading tech companies.

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OpenAI partners with AMD and NVIDIA for massive GPU infrastructure expansion

COVERAGE [3]

  1. OpenAI News TIER_1 ·

    AMD and OpenAI announce strategic partnership to deploy 6 gigawatts of AMD GPUs

    AMD and OpenAI have announced a multi-year partnership to deploy 6 gigawatts of AMD Instinct GPUs, beginning with 1 gigawatt in 2026, to power OpenAI’s next-generation AI infrastructure and accelerate global AI innovation.

  2. OpenAI News TIER_1 ·

    OpenAI and NVIDIA announce strategic partnership to deploy 10 gigawatts of NVIDIA systems

    OpenAI and NVIDIA announce a strategic partnership to deploy 10 gigawatts of AI datacenters powered by NVIDIA systems, with the first phase launching in 2026.

  3. 36氪 (36Kr) TIER_1 中文(ZH) ·

    AMD expects second-quarter revenue of $10.9 billion to $11.5 billion, higher than market expectations

    当地时间5月5日,AMD公布一季度调整后净利润22.65亿美元,IBES预期21.14亿美元;一季度净利润13.83亿美元。公司预计第二季度营收109亿美元至115亿美元,市场预估105.2亿美元。(界面)