Overview

• AMD will supply GPUs equivalent to six gigawatts beginning in the second half of 2026, with tranche-based purchase rights granting OpenAI options on up to 160 million AMD shares tied to deployment milestones.
• OpenAI plans an initial 1‑gigawatt installation using AMD’s upcoming MI450 chips and has indicated the hardware will bolster inference capacity for its services.
• The AMD pact follows a separate, large Nvidia arrangement and new data center builds in Texas, New Mexico, Ohio and an unassigned Midwest site, confirming a multi-vendor infrastructure strategy.
• At its developer event, OpenAI reported about 800 million weekly ChatGPT users and introduced integrations that let the assistant operate apps such as Spotify, Canva, Zillow, Expedia, Booking.com and Coursera, with more services on the way.
• OpenAI released its GDPval study showing advanced models outperform humans on specific tasks across 44 U.S. occupations, and CEO Sam Altman pledged tighter rights-holder controls for Sora 2 after criticism over character-like video generation.