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1h ago

OpenAI Seals AMD Alliance for 6 GW of AI Chips With Warrants for Up to 10% Stake

Equity-linked supply pact gives OpenAI a path to nearly a tenth of AMD, locking in multi‑gigawatt compute starting 2026.

Ahora ChatGPT puede interactuar con el contenido de apps de terceros
FILE PHOTO: OpenAI logo is seen in this illustration taken May 20, 2024. REUTERS/Dado Ruvic/Illustration/File Photo
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EL PERIÓDICO ha podido utilizar Sora 2 para crear vídeos con IA que convierten al periodista Carles Planas Bou en surfista, astronauta o personaje de la obra de Tolkien.

Overview

  • OpenAI will deploy hundreds of thousands of AMD Instinct GPUs totaling six gigawatts across multiple hardware generations.
  • The first one‑gigawatt installation is slated for the second half of 2026 using AMD’s upcoming MI450 chips.
  • AMD granted OpenAI warrants for up to 160 million shares at $0.01 per share, vesting against deployment and other milestones, implying roughly a 10% stake if fully exercised.
  • AMD shares jumped about 25%–35% after the announcement, while Nvidia edged lower, reflecting expectations for a more competitive accelerator market.
  • The pact follows OpenAI’s separate, reported $100 billion Nvidia arrangement and has intensified scrutiny of large, non‑cash financing structures and concentration risks, even as OpenAI’s new GDPval study flags 44 U.S. jobs at high automation risk and the company tightens Sora 2 copyright controls.