Lisa Su’s $100 Billion AI Chip Deal With OpenAI Revolutionizes Tech Industry Lisa Su's $100 Billion AI Chip Deal With OpenAI Revolutionizes Tech Industry

Starting in late 2026, one gigawatt of computing power will go live under a long-term deal between AMD and OpenAI. Lisa Su, leading the chipmaker, revealed the collaboration may bring in more than $100 billion over time. Instead of waiting longer, they’re moving fast with six gigawatts planned – each powered by AMD’s new MI450 processors. This push fits into broader momentum behind artificial intelligence infrastructure. Revenue potential aside, it marks a clear step forward for the company’s role in high-performance computing. Though details are limited, timing suggests urgency on both sides. By mid-decade, output should ramp up steadily. Not every tech tie-up delivers, yet this one carries weight due to scale alone. Behind the scenes, engineering teams likely began aligning months ago. Since few players can supply at this level, the arrangement positions AMD differently among rivals. As demand climbs, availability matters just as much as speed. So begins another phase in silicon-driven expansion. 

After the news dropped, AMD shares climbed 1.5 percent in late trading. Su brushed aside worries about inflated expectations around artificial intelligence, saying the move with OpenAI might generate enormous returns – think tens of billions. This alliance positions AMD at the center of OpenAI’s computing needs. It highlights how well their chips, code, and complete system approach are working together. 

Back in February 2026, right after closing on OpenAI, AMD landed another massive move – a $60 billion pact with Meta. That arrangement includes Meta buying a tenth of the company’s shares. On top of that, they promised delivery of 6GW worth of processors. The first batch will be 1GW of MI450 gear by late 2026. Su made it happen shortly after sealing terms with OpenAI for six gigawatts of artificial intelligence silicon. Estimates put its value deep into the tens of billions. This shift could reshape how AI systems evolve going forward. 

She runs one of the biggest chip makers on Earth. Back in May 2025, Fortune named Lisa Su number one among powerful women in business. Thanks to her clear direction with artificial intelligence processors, AMD now stands tall in worldwide tech battles. That sharp edge made her a standout leader – and a rare female face – at the highest levels of Silicon Valley.