On October 6, 2025, AMD and OpenAI announced a strategic agreement to deploy up to several gigawatts of AMD Instinct processors within OpenAI's computing architectures, with the first gigawatt deployment beginning in the second half of 2026, and guaranteed stock options as part of the agreement. The announcement reverses the race to supply AI infrastructures and reduces players' reliance on just one supplier, which could lower training costs and increase the capacity of large-scale models. Impact on the market: Reshapes the supply dynamic and spurs broader competition in the graphics and computing market for AI. Significance: A pivotal step in expanding the computing power needed for advanced AI models
AMD and OpenAI form strategic partnership to deploy tens of megawatts of CPUs
