compute

AMD and OpenAI announce a strategic partnership to deploy 6 gigawatts of AMD Instinct GPUs, with initial 1 gigawatt deployment starting in H2 2026. AMD will issue OpenAI warrants for up to 160 million shares, with vesting tied to deployment milestones and financial targets.

OpenAI analyzes trends in AI algorithmic efficiency, showing that compute required to reach AlexNet-level performance has halved roughly every 16 months since 2012, outpacing hardware gains. The study draws comparisons across domains like DNA sequencing and transistor density to contextualize AI progress.