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Key Facts on AMD and OpenAI Partnership
Advanced Micro Devices (AMD) has entered a strategic partnership with OpenAI to supply 6 gigawatts of its Instinct series GPUs for OpenAI’s next-generation AI infrastructure. The first phase of this deployment will begin in the second half of 2026. OpenAI is also positioned to acquire up to a 10% stake in AMD, corresponding to approximately 160 million shares of AMD common stock.
AMD’s market cap was about $267 billion before this announcement, meaning this stake is valued at around $26.7 billion. This partnership is expected to generate significant revenue for AMD and is part of a broader trend in the AI sector, following a similar recent deal between OpenAI and NVIDIA to deploy at least 10 gigawatts of their systems.
Context on Power Supply
To put 6 gigawatts into perspective, it is equivalent to the average power demand of New York City, which is around 6.5 gigawatts. The partnership aims to enhance capabilities in the race toward achieving artificial general intelligence and artificial superintelligence.
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