OpenAI commits to deploy AMD's new Helios AI system at up to 6GW

OpenAI will deploy AMD's newly launched Helios rack-scale AI system as the first phase of a partnership that could scale up to 6 gigawatts. AMD says OpenAI has already tested the hardware.

Why it matters: This is a real crack in Nvidia's near-monopoly on frontier AI compute: OpenAI, arguably its biggest single customer, is committing gigawatt-scale capacity to a competing chip stack. Combined with OpenAI's already-disclosed $750 billion in committed infrastructure spending, it suggests labs are actively hedging supply risk rather than staying locked to one vendor.