# Read OpenAI's 2025 compute announcements separately

> NVIDIA and AMD announcements described different commitments, milestones and deployment plans.

Source: https://fullbytedeveloper.com/blog/openai-compute-partnership-announcements
Originally posted: 2025-12-07
Published here: 2026-11-06

OpenAI's 2025 infrastructure announcements covered several different kinds of commitments. The September NVIDIA announcement was a letter of intent for at least 10 gigawatts of systems, with NVIDIA intending to invest up to $100 billion as deployment progressed. [1]

In October, OpenAI and AMD announced a multi-year agreement for 6 gigawatts of AMD GPUs, with an initial deployment targeted for the second half of 2026. [2]

## Keep the units and conditions visible

Gigawatts describe planned infrastructure capacity. Investment amounts describe financing commitments or intentions. Neither figure is a measurement of model quality, and adding unlike figures together does not produce a useful total.

The social caption also referred to a potential trillion-dollar valuation. These infrastructure announcements do not independently establish that valuation.

## Follow the milestones

For each announcement, record the parties, what they agreed, the conditions and the stated deployment schedule. Then look for evidence that the milestones occurred.

That approach keeps a long-term plan distinct from operating infrastructure and avoids treating a press-release target as a completed result.

## Sources

1. [OpenAI and NVIDIA letter of intent](https://openai.com/index/openai-nvidia-systems-partnership/)
2. [OpenAI and AMD agreement](https://openai.com/index/openai-amd-strategic-partnership/)

## Original posts

- [Instagram post](https://www.instagram.com/fullbytedeveloper/p/DR-LrQVjITZ/)