More Than Moore

More Than Moore

AMD and OpenAI: The 6 Gigawatt Bet

Redefining AI Competitive Economics

Dr. Ian Cutress's avatar
Dr. Ian Cutress
Oct 06, 2025
∙ Paid

AMD 0.00%↑ was up 35% in early trading on this news, which released 8am ET on October 6th 2025.

AMD and OpenAI today announced a plan for OpenAI to purchase and deploy (through affiliates) up to six gigawatts of AMD Instinct GPUs over multiple hardware generations, beginning with the MI450 series in the second half of 2026, with a potential sales value of $90 bil…

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