6 GW supply deal gives OpenAI warrants for up to 160 million AMD shares

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6 GW of supply, plus warrants for up to 160 million AMD shares

Why it matters

Institutionalizes a structure in which the customer receives equity in the supplier

Source — Primary sources first; secondary reports are labelled “Press”

Officialopenai.comhttps://openai.com/index/openai-amd-strategic-partnership/

Added in Week 35, 2026 · See that week

On the map — ⑬ Compute Economics line

  1. Previous stopCohere raises an extra $100 million at a $7 billion valuation
  2. This record6 GW supply deal gives OpenAI warrants for up to 160 million AMD shares
  3. Next stopxAI partners with HUMAIN, part of Saudi Arabia's PIF
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Nearby on the same axis

Affiliates RuleGovernmentOpenAI and Broadcom: 10 GW of OpenAI-designed accelerators (H2 2026–2029)OfficialCohere raises an extra $100 million at a $7 billion valuationPressOpenAI and NVIDIA partner on at least 10 GW; NVIDIA to invest up to $100 billionOfficial