AMD CEO: OpenAI deal not exclusive, can 'supply everyone'

AMD CEO: OpenAI deal not exclusive, can 'supply everyone'

Advanced Micro Devices (AMD) CEO Lisa Su has stated that the company's recent strategic partnership with OpenAI to deploy up to 6 gigawatts of AMD Instinct GPU power for AI infrastructure is not exclusive. In an interview, Su emphasized that AMD is committed to supplying AI chips to multiple clients, including OpenAI, Nvidia, and others.

The deal, announced on October 6, 2025, involves a multi-year agreement where OpenAI will integrate 6 gigawatts of AMD Instinct GPUs, beginning with a 1-gigawatt deployment in the second half of 2026. AMD expects to generate tens of billions of dollars in annual revenue from this partnership .

AMD's strategy chief, Mat Hein, noted that the deal with OpenAI is transformative for the industry and will attract other customers. The company expects to receive more than $100 billion in new revenue over four years from OpenAI and other customers .

In response to questions about the exclusivity of the OpenAI deal, Su stated, "We can supply everyone. We're not exclusive to OpenAI. We're excited to work with OpenAI, but we're also looking at other partnerships and opportunities to expand our reach in the AI market."

The partnership between AMD and OpenAI comes amidst intense competition in the AI chip market. Nvidia recently committed $100 billion to OpenAI, including plans to deploy at least 10 gigawatts of Nvidia's Vera Rubin systems starting in the second half of 2026 .

AMD's stock price has seen significant volatility in response to the partnership announcements. The stock breached its 52-week high of $186.65 on Monday, trading at $219.99 at the time of publication, a 33.59% increase .

The OpenAI deal is part of AMD's broader strategy to expand its presence in the AI market and leverage its high-performance computing systems. The company is also working on developing next-generation hardware and software solutions to meet the growing demand for AI infrastructure.