Overview

• AMD will supply hundreds of thousands of GPUs over multiple years, targeting roughly six gigawatts of computing capacity beginning in the second half of 2026.
• OpenAI plans a dedicated one‑gigawatt facility built around AMD’s MI450 hardware slated for that timeframe.
• The agreement’s value was not disclosed, and the structure includes flexibility for OpenAI to buy chips directly or access them through cloud providers.
• AMD executives projected the partnership could deliver more than $100 billion in revenue over four years, which remains a company estimate.
• Shares of AMD rose about 24–25% in premarket trading as Nvidia and Broadcom slipped modestly, while U.S. indices edged higher and France’s CAC 40 fell roughly 1.3% following the prime minister’s resignation.