OpenAI Partners with NVIDIA and AMD to Enhance AI Infrastructure

In a significant move to bolster its artificial intelligence (AI) capabilities, OpenAI has announced strategic partnerships with semiconductor leaders NVIDIA and AMD. These collaborations aim to deploy extensive computing resources essential for advancing OpenAI's next-generation AI infrastructure.

On September 22, 2025, OpenAI and NVIDIA unveiled a partnership to deploy at least 10 gigawatts of NVIDIA systems. This initiative is designed to support OpenAI's forthcoming AI models. NVIDIA plans to invest up to $100 billion in OpenAI, with the first gigawatt of systems slated for deployment in the latter half of 2026 on NVIDIA's Vera Rubin platform. Jensen Huang, NVIDIA's founder and CEO, remarked, "This investment and infrastructure partnership mark the next leap forward—deploying 10 gigawatts to power the next era of intelligence." (openai.com)

Following this, on October 6, 2025, OpenAI entered into a multi-year agreement with AMD to supply 6 gigawatts of compute capacity using AMD's Instinct GPUs, beginning with the MI450 series. The initial deployment of one gigawatt is scheduled for the second half of 2026. As part of this agreement, OpenAI received a warrant to purchase up to 160 million AMD shares, approximately 10% of the company, contingent upon achieving specific deployment and share-price milestones. Dr. Lisa Su, AMD's chair and CEO, stated, "This partnership brings the best of AMD and OpenAI together to create a true win-win enabling the world’s most ambitious AI buildout and advancing the entire AI ecosystem." (openai.com)

These partnerships have had a notable impact on the stock market. Following the announcement of the AMD partnership, AMD's stock surged over 23%, closing at $203.71 and adding more than $60 billion to its market capitalization. This reflects investor confidence in AMD's strategic positioning within the AI hardware market. (nampa.org)

The collaborations signify OpenAI's strategic efforts to secure substantial computing resources from leading semiconductor companies, aiming to support the development and deployment of advanced AI models. Sam Altman, co-founder and CEO of OpenAI, emphasized the importance of compute infrastructure, stating, "Compute infrastructure will be the basis for the economy of the future, and we will utilize what we’re building with NVIDIA to both create new AI breakthroughs and empower people and businesses with them at scale." (openai.com)

These partnerships also highlight the intensifying competition in the AI hardware sector. By aligning with both NVIDIA and AMD, OpenAI is positioning itself to leverage the strengths of each company, potentially accelerating AI research and development. Greg Brockman, co-founder and president of OpenAI, noted, "Working alongside AMD will allow us to scale to deliver AI tools that benefit people everywhere." (openai.com)

However, the concentration of AI infrastructure within a few major corporations raises concerns about market monopolization and the equitable distribution of AI benefits. As AI becomes increasingly integral to various sectors, ensuring that its advancements are accessible and beneficial to a broad spectrum of society remains a critical consideration.

In conclusion, OpenAI's strategic partnerships with NVIDIA and AMD mark a significant step in the evolution of AI infrastructure. These collaborations are poised to accelerate the development of advanced AI models, potentially leading to breakthroughs across various industries. As these partnerships unfold, the technology sector will be closely monitoring their impact on AI research, market dynamics, and the broader societal implications.