The records behind this event
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Company
AMD
The credible second source: Instinct GPUs, EPYC CPUs and the ROCm stack.
Under Lisa Su, AMD went from near-bankruptcy to the industry's main alternative to NVIDIA: Instinct MI300-series accelerators won Microsoft, Meta, Oracle and OpenAI as customers, EPYC took large x86 server share from Intel, and the 2022 Xilinx and 2023 ZT Systems acquisitions added FPGAs and rack-scale engineering. The October 2025 OpenAI agreement, up to 6…
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Company
OpenAI
Maker of ChatGPT and GPT-5, and the buyer behind the biggest compute deals ever signed.
OpenAI turned the transformer into a consumer phenomenon with ChatGPT (hundreds of millions of weekly users) and set the frontier pace from GPT-3 through GPT-4, the o-series reasoning models and GPT-5. In October 2025 it restructured: a nonprofit foundation controlling a public-benefit corporation, Microsoft at roughly 27% (reported). It is also the demand…
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Chip
AMD Instinct MI400 / MI450
AMD's 2026 rack-scale answer: and the chip behind the OpenAI 6-gigawatt deal.
The MI400 series, announced for 2026, targets 432 GB of HBM4 and roughly 40 PFLOPS of FP4 per GPU, shipping in the 72-GPU 'Helios' rack platform. In October 2025 OpenAI and AMD announced a multi-year agreement to deploy up to 6 gigawatts of Instinct GPUs beginning with MI450 in late 2026, with an equity warrant structure, the strongest customer endorsement…
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