This large-scale deployment of AMD Instinct MI450 series GPUs for a leading AI company validates AMD's platform and creates a significant, long-term revenue stream, but also requires massive scale-out and supply chain execution.
Filing excerpt
In October 2025, we entered into a product purchase agreement with OpenAI OpCo, LLC, (OpenAI) to deploy 6 gigawatts of AMD GPUs, with the deployment of the first gigawatt of capacity powered by our AMD Instinct MI450 series products.
What this signalsFilings often name leadership changes, deals and spending plans.
Technologies
Vendors
Vendors named
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Company
linkedin_urlValue in the APIindustriesValue in the APIemployee_count_lowValue in the APIemployee_count_highValue in the APIrevenueValue in the APIdescriptionValue in the APISignal
signal_nameValue in the APIassociationValue in the APIGET /v1/signals/16a6b35b-8db5-4c8a-84ad-26feb3c06480 returns this record as JSON. POST /v1/companies/enrich returns every signal for amd.com.
{
"signal_id": "16a6b35b-8db5-4c8a-84ad-26feb3c06480",
"signal_type": "sec-10k",
"signal_subtype": "backlogGrowth",
"detected_at": "2026-02-10T07:48:40.536+00:00",
"company": {
"name": "AMD",
"domain": "amd.com"
},
"data": {
"detail": "This large-scale deployment of AMD Instinct MI450 series GPUs for a leading AI company validates AMD's platform and creates a significant, long-term revenue stream, but also requires massive scale-out and supply chain execution.",
"metrics": {
"timeframe": "current_year"
},
"summary": "AMD secures major deal with OpenAI in Oct 2025 to deploy 6 gigawatts of GPUs",
"excerpts": "In October 2025, we entered into a product purchase agreement with OpenAI OpCo, LLC, (OpenAI) to deploy 6 gigawatts of AMD GPUs, with the deployment of the first gigawatt of capacity powered by our AMD Instinct MI450 series products.",
"relevance": 1,
"sentiment": "positive",
"confidence": "high",
"source_url": "https://www.sec.gov/Archives/edgar/data/2488/000000248826000021/amd-20251227.htm",
"filing_date": "2026-02-04",
"filing_year": 2026,
"fiscal_year_end": "12/27",
"sales_relevance": "Capacity/fulfillment needs",
"signal_category": "revenue",
"vendors_mentioned": [
"OpenAI OpCo, LLC"
],
"technologies_mentioned": [
"AI",
"GPU"
]
}
}
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-H "X-API-KEY: $AUTOBOUND_API_KEY" \
-H "Content-Type: application/json" \
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