AMD (AMD) unveiled its next-generation MI400 chips at its “Advancing AI” event Thursday. The chip isn’t expected to launch until 2026, but it already has some high-profile customers, including OpenAI.
OpenAI CEO Sam Altman joined AMD CEO Lisa Su onstage Thursday to highlight the ChatGPT developer’s partnership with AMD on AI infrastructure and announce that it will make use of the MI400 series.
“When you first started telling me about the specs, I was like, there’s no way, that just sounds totally crazy,” Altman said. “It’s gonna be an amazing thing.”
AMD said it counts Meta (META), xAI, Oracle (ORCL), Microsoft (MSFT), Astera Labs (ALAB), and Marvell Technology (MRVL) among its partners as well.
AMD showcased its AI server rack architecture at the event, which will combine MI400 chips into one larger system known as Helios. The company compared it to rival Nvidia’s (NVDA) Vera Rubin, also expected in 2026.
The event also brought the launch of AMD’s Instinct MI350 Series GPUs, which it claims offers four times more computing power than its previous generation.
Shares of AMD slid about 2% Thursday, leaving the stock down just under 2% for 2025 so far.
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