Advanced Micro Devices | North America October 7, 2025 02:36 AM GMT Key Takeaways What happened: Today AMD and OpenAI announced (here) a 6GW agreement to power OpenAI's next-generation AI infrastructure across multiple generations of AMD Instinct GPUs. The first 1 gigawatt deployment of AMD Instinct MI450 GPUs is set to begin in the second half of 2026. As part of the agreement, AMD has issued warrants to OpenAI for up to 160mn shares of AMD stock, which vest according to specific milestones, including cert ...