AMD–OpenAI multi-year, multi-generation Instinct agreement; first 1 GW (MI450) planned from H2 2026; warrant for up to 160M AMD shares
6 GWobserved
| Value kind | observed — Reported measurements, counts, and specifications keep the precision and scope stated by their source; an exact specification is not treated as a range. |
|---|---|
| Scope | Announced agreement totals, not installed capacity. AMD's 2026-07-23 release expected OpenAI to bring Helios online from Q4 2026, accelerating through 2027. AMD's 2026-10-12 update reports initial systems installed and running at OpenAI, without volumes. |
| As of | 2025-10 |
| Source | AMD / TechCrunch / DCD · News highlights and transaction terms; 6 GW total, first 1 GW of MI450 deployments in 2H 2026, and warrant for up to 160 million AMD shares |
| Review | checking…review by 2027-01-15 · standard cadence |
| Recorded changes | last 2026-10-15 · 2 revisions tracked |
| Claim id | amd-openai-instinct-supply-agreement-over-5-yr |
Where the guide uses it
← Full numbers register — every date-stamped figure in the guide, with revision history.