AMD and Openai have announced a strategic alliance to create a next generation AI infrastructure. The agreement, multiannual and multigenerational, contemplates a total power of 6 gigawatts through the deployment of AMD accelerators. In addition, leave open the option that OpenAI acquires 10% of AMD shareholders.
We have already spoken on several occasions that the development of artificial intelligence needs colossal infrastructure, especially the group of hyperscators, Insatiable in resource consumption. Although there are few analysts who see symptoms of ‘bubble’ in the face of the figures that are being handled, investments do not stop growing.
Among the necessary hardware for this type of infrastructure, the accelerators. A preferential choice component when designing servers and data centers for AI due to its ability to efficiently manage multiple operations simultaneously, a fundamental characteristic in the development of deep learning models. To understand its importance, you just have to review the record of income and benefits of the sector leader, NVIDIA.
Although NVIDIA and OpenAI have already signed chip supply agreements, including the financial participation of the first, the world artificial intelligence giant wants to guarantee infrastructure and now announces a Strategic Alliance with its main rivalthat Openai executives have valued:
“This alliance is a fundamental step in the development of the computational capacity necessary to achieve the maximum potential of the AI”says Sam Altman, co -founder and executive director of OpenAI. “AMD leadership in high performance chips will allow us to accelerate progress and bring the benefits of advanced AI to all faster”.
AMD and OpenAi
The agreement represents a great triumph for AMD and should guarantee a privilege position in the semiconductor market for AI, as reflected in the increase of almost 30% in the value of their shares In a single day. “We are delighted to associate with OpenAi to offer large -scale the AI computing,” said Lisa his president and CEO of AMD. “This alliance combines the best of AMD and OpenAi to create a true beneficial situation for both parties, which will allow the development of the most ambitious in the world and the advance of the entire ecosystem of AI”.
The bag in the stock market does not affect the part of the agreement that contemplates Openai’s offer to Buy up to 10% of the chips manufacturer. Further aligning strategic interests, AMD has issued Openai a warrant For up to 160 million ordinary AMD shares, structured to be accrued as specific milestones are reached.
Thousands and thousands of chips
Technically, the agreement contemplates the progressive deployment from the second semester of 2026 of an infrastructure that will begin by 1 Gigavatio with INSTINTINCT SERIES MI450 accelerators and will climb up to 6 gigawatts in the next five years with new generations of AMD accelerators.
The decision of Measure the Hardware transactions of AI in gigawatts instead of processing power or even in its monetary value (which is valued in tens of billions of dollars) it makes sense at the current moment of colossal needs of AI. To put it in perspective, data centers around the world consumed approximately 7.4 GW in 2023. And to this we must add the 10 GW that Nvidia plans to provide OpenAI.
The data is in tune with previous studies that assured that AI could represent almost half of the use of electricity from global data centers At the end of 2025. Study projections suggest that the hardware of the IA could soon consume as much electricity as whole nations. The International Energy Agency has already issued an alert by ensuring that the worldwide demand for electricity of the data centers could be doubled in 2026, reaching levels comparable to the annual consumption of countries such as Japan. Not to mention the consumption of fundamental natural resources such as water for refrigeration.
In any case, Alianza very important, especially for AMD, as support for the company’s capabilities while competing with NVIDIA for the domain of the IA chips market. AMD executives provide that the agreement will generate more than 100,000 million dollars in new income in four years thanks to OpenAi and other customers who can follow it.
