THE EVIDENCE LEDGER

How does AMD fit into the AI industry?

GPU and CPU supplier. Public company (AMD). Its 6 GW OpenAI agreement is a deployment plan, not evidence all capacity is already delivered.

What is its role?

Compute. This profile covers selected relationships, not every business activity.

Last verified: 2026-09-26T00:30:09.697Z.

$1,029 billion · public market capitalization · 2026-09-25. CompaniesMarketCap · amd ↗

AMD → OpenAI · Supply
Planned deployment of 6 GW of AMD GPUs; announced October 2025.
AMD · OpenAI partnership ↗
AMD → Anthropic · Supply
AMD’s August 4 earnings release describes plans for up to 2 GW of Instinct GPUs in Helios racks for Anthropic. Not verified delivered capacity.
AMD: second-quarter 2026 results and partnership disclosures ↗

Values use different dates and bases. Parent and subsidiary values must not be added as independent exposures.