Overview

• OpenAI said it will deploy 6 gigawatts of AMD Instinct GPUs over several years and received a warrant for up to 160 million AMD shares with vesting tied to deployment milestones and AMD’s stock price.
• The conference at Fort Mason opened with a keynote by CEO Sam Altman and will close with a conversation with Jony Ive.
• More than 1,500 developers were scheduled to attend the in-person event.
• Only the opening keynote was livestreamed, with the Developer State of the Union by Greg Brockman and Olivier Godement and the closing chat to be posted later.
• Reports flagged potential consumer products such as an AI device, social app, and browser, though no launches were confirmed at DevDay.