Overview

• OpenAI will deploy six gigawatts of AMD Instinct GPUs across multiple hardware generations, with the first one‑gigawatt build using MI450 chips slated to start in the second half of 2026.
• AMD granted OpenAI a milestone‑linked warrant to buy up to approximately 160 million AMD shares at a nominal price, equal to about 10% of the company if fully vested.
• AMD shares jumped roughly 20%–35% intraday on the news, and company executives said the broader opportunity tied to OpenAI and other customers could exceed $100 billion in revenue over four years.
• The agreement follows OpenAI’s recently reported deal with Nvidia, underscoring a supplier diversification strategy as OpenAI expands data‑center capacity for next‑generation model training and inference.
• On the policy and product front, OpenAI published a GDPval evaluation highlighting 44 occupations where AI often matches or exceeds human task performance, and Sam Altman pledged tighter character‑generation controls for Sora 2 after copyright criticism, while industry tests reported specialized finance agents outperforming generalist models.