OpenAI–AMD 6GW GPU deal + warrant
OpenAI–AMD 6GW GPU deal + warrant is a supply_agreement announced 2025-10-06, currently announced. OpenAI agreed to deploy 6GW of AMD Instinct GPUs and got a warrant for up to ~10% of AMD.
Deal record from the wafergraph deals corpus · every field traces to the sources listed below · page data as of 2026-09-05
- Type
- supply_agreement
- Announced
- 2025-10-06
- Status
- announced
- Parties
- OpenAI (buyer), AMD (supplier)
- Source confidence
- high
The companies involved
OpenAI
Leading AI lab (ChatGPT); designing custom inference silicon with Broadcom. leader in AI Labs / Model Builders, headquartered in United States. 11 tracked suppliers, 2 tracked customers · supply-chain risk
AMD
x86 CPU and Instinct GPU designer; owns Xilinx FPGA franchise. major in CPU, headquartered in United States, market cap $779.6B. 77 tracked suppliers, 23 tracked customers · supply-chain risk
Related deals
- AMD acquires Xilinx — $49.0B · 2020-10-27
- AMD acquires Pensando — $1.9B · 2022-04-04
- Microsoft invests $1B in OpenAI — $1.0B · 2019-07-22
- Microsoft expands OpenAI investment (~$10B) — $10.0B · 2023-01-23
- OpenAI–CoreWeave $11.9B infrastructure deal — $11.9B · 2025-03-10
- OpenAI–Oracle $300B cloud deal — $300.0B · 2025-09-10
- Stargate Project launched — $500.0B · 2025-01-21
- NVIDIA invests up to $100B in OpenAI — $100.0B · 2025-09-22
Sources
Cite as: wafergraph, “OpenAI–AMD 6GW GPU deal + warrant”, https://wafergraph.com/deal/openai_amd_6gw/ (data as of 2026-09-05).
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