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Advanced Micro Devices (NASDAQ: AMD) has entered into a significant partnership with OpenAI, which is expected to add over $100 billion to AMD’s sales in the coming years. However, substantial revenue is not anticipated until the second half of 2026, with a ramp-up expected in 2027 as the first AMD MI450/Helios systems go live.
The partnership involves AMD’s development of a 6-gigawatt AI superhighway, projected to generate double-digit billions in annual AI-related data center revenue once operational. This contract is nonexclusive, allowing AMD to sell its chips to other clients while OpenAI continues to source from competitors like Nvidia.
In the future, potential orders from OpenAI rivals such as Meta Platforms and Alphabet’s Google could further boost AMD’s revenue, marking a shift in the AI accelerator industry towards a more competitive landscape.
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