AMD and OpenAI’s partnership is going to set new challenges for NVIDIA. OpenAI and NASDAQ: AMD announced their latest partnership to deploy 6 gigawatts of AMD GPUs.

As NVIDIA and AMD are the biggest contenders and competitors in the GPU market, the partnership will open new opportunities for AMD.

OpenAI and AMD announced that the new generation AI infrastructure will integrate with AMD Instinct GPUs. It is not only for one generation of GPUs. The collaboration will allow AI in multiple generations of AMD GPUs.

Note: AMD Instinct MI450 GPUs are the first generation of GPUs with OpenAI technology, and they will be available in 2026.

Here is everything that you must know about the AMD and OpenAI partnership and AMD Instinct MI450 GPUs.

AMD and OpenAI Strategic Partnership Agreement:

On October 6, 2025, the tech giants announced the collaboration between GPUs and GPTs. AMD’s leading GPU will be empowered by OpenAI AI infrastructure.

What is in the agreement?

AMD and OpenAI signed an agreement to collaborate continuously. The agreement document defines that OpenAI will be part of AMD GPUs and help AMD release the series of AMD Instinct GPUs.

AI technology and features that enhance the overall performance of graphics processing units will be the primary benefits of AMD GPUs.

AMD and OpenAI Multi-Generational Collaboration:

Collaboration between AMD and OpenAI will pass through multiple generations of GPUs.

The AMD Instinct MI450 series, AMD Instinct MI300X, and AMD Instinct MI350X will have the power of OpenAI technology.

Immediate Impact of AMD and OpenAI Collaboration:

• AMD issued 160 million shares of AMD stock to OpenAI.
• First, they work on a 1-gigawatt deployment and take up to 6 gigabytes.
• AMD’s stock prices skyrocketed from $164.37 to $226.22.
• OpenAI’s goal is to increase its reach to multiple systems.

Dr. Lisa Su, chair and CEO of AMD, said that OpenAI will deliver computing power to AMD on a massive scale. This collaboration will benefit both companies.

Sam Altman, co-founder and CEO of OpenAI, also added that AMD’s leadership in performance chips will help OpenAI to progress.

Greg Brockman, co-founder and president of OpenAI, commented on this agreement. He said that working with AMD will scale the delivery of AI tools.

AMD and OpenAI Collaboration Challenges NVIDIA:

NVIDIA is dominating the high-performance chip and GPU market, with a $4.6 trillion market share. AMD is one of the biggest competitors.

It is notable that on September 22, 2025, NVIDIA announced a $100 billion partnership with OpenAI. NVIDIA is supposed to deliver high-performance chips by 2026.

AMD’s partnership with OpenAI does not directly challenge NVIDIA, but these collaborations will have indirect significance.

Tech Companies Investing in AI:

Tech giants like Microsoft, Apple, Google, Amazon, and Meta have heavily invested in AI technologies. Microsoft also supports OpenAI.

Its Copilot feature is also empowered by OpenAI technology.

More than $1.4 trillion has already been invested in AI infrastructure.

Broadcom and Tesla are also competing to increase their AI market share.

Conclusion:

OpenAI’s collaboration with AMD will help the GPU giant to raise its market share.

The Gigabyte deployment of GPUs will not only attract gamers and researchers but also increase the value of AMD and OpenAI stocks.
 
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