OpenAI: AMD 6 Gigawatt GPU Partnership, AI Device Delay & Fintech App Roi Buy

In May 2025, OpenAI acquired io Products for $6.5 billion in an all-equity deal, which at the time marked the company's largest acquisition.

The deal was set to see io’s team, which consisted of approximately 55 engineers, scientists, researchers, physicists, and product development specialists—including many former Apple designers—integrate with OpenAI's research, engineering, and product teams.

The plan was for OpenAI to get into the AI devices market by creating “a new generation of AI-powered computers.”

While there weren’t many details shared about what devices or “products” the partnership would spawn, one thing that was confirmed was what it wouldn’t be—the products are “not an in-ear device, nor a wearable device.”

Another detail that was provided was that any product “is at least a year away from being offered for sale.”

However, it might just end up being longer, as the two companies have run into some “technical difficulties.”

As per reports that cite people familiar with the matter, the highly anticipated and extremely well-hidden device is expected to be “a palm-sized device without a screen that can take audio and visual cues from the physical environment and respond to users’ requests.”

The same reports mention that the team behind the development of the device is facing difficulties with the device’s “software and the infrastructure needed to power it.” This includes issues surrounding compute infrastructure, privacy, personality, and more. As per a source, the team is also looking to resolve a snag where the device provides responses when useful and ends conversations at the right time.

Suffice it to say, such scenarios could result in significant delays for OpenAI.


Meanwhile, the AI leader is looking to build a stronghold in the AI sector through a wide range of moves.

Recently, OpenAI launched its new video generation model—Sora 2—and a standalone TikTok-style app—Sora.

In the past month, the company’s valuation grew to $500 billion, thanks to employees selling shares to SoftBank, making OpenAI the world's most-valued, privately-owned startup, surpassing the $400 billion-valued SpaceX (July 2025 valuation).

Before this, OpenAI’s Stargate project witnessed the addition of 5 new sites and partnerships with Samsung Electronics and SK Hynix, as the company welcomed a $100 billion investment from GPU leader NVIDIA.
 

OpenAI And AMD Partner

Interestingly, on October 6, 2025, OpenAI announced a strategic partnership with AMD to deploy 6 gigawatts of AMD GPU computing power across its next-generation AI infrastructure.

The goal is to accelerate the future of high-performance and AI computing.

The multi-year, multi-generation agreement will see OpenAI use AMD Instinct MI450 GPUs and rack-scale AI solutions for the first gigawatt, expected to begin in the second half of 2026. Further deployments will include further generations of AMD Instinct GPUs.

The two will even share technical expertise to optimize their product roadmaps and deepen their multi-generational hardware and software collaboration across the MI300X and the MI350X series.

Ahead of this, AMD also issued OpenAI a warrant for up to 160 million shares of AMD common stock, which can be redeemed as the two hit specific milestones, where the first tranche vests with the deployment of the initial 1 gigawatt, with “additional tranches vesting as purchases scale up to 6 gigawatts.”

The conditions also include AMD achieving certain share-price targets and OpenAI meeting some technical and commercial milestones.

“We are thrilled to partner with OpenAI to deliver AI compute at massive scale,” said Dr. Lisa Su, chair and CEO, AMD. “This partnership brings the best of AMD and OpenAI together to create a true win-win enabling the world’s most ambitious AI buildout and advancing the entire AI ecosystem.”

“This partnership is a major step in building the compute capacity needed to realize AI’s full potential,” said Sam Altman, Co-founder and CEO of OpenAI. “AMD’s leadership in high-performance chips will enable us to accelerate progress and bring the benefits of advanced AI to everyone faster.”

 

OpenAI’s Acqui-Hires

OpenAI has been a big fan of acqui-hire deals this year, having previously entered such deals with the likes of Context.ai (AI model evaluations and analytics provider), Crossing Minds (AI recommendation system provider), and Alex (Xcode coding assistant).

Acqui-hires are clever tactics used by companies that allow them to absorb the talent of other emerging startups and companies by hiring them instead of outright purchasing the company. This allows them to bypass usual regulatory hurdles and scrutiny.

Now, in its latest crusade, OpenAI has acquired AI-powered personal finance app, Roi, in a bid to offer personalized investing solutions for customers.

Roi’s Co-founder and CEO, Sujith Vishwajith, who will be the only one from Roi’s staff to join OpenAI, announced the deal through a post on X.

“I’m excited to announce that Roi has been acquired by OpenAI! We started Roi 3 years ago to make investing accessible to everyone by building the most personalized financial experience. Along the way we realized personalization isn’t just the future of finance. It’s the future of software. This acquisition marks an incredible milestone for Roi, and we’re thrilled to continue building out our vision at OpenAI. We're extremely grateful to our users, investors, friends, and family who made this journey possible.”

The move will help OpenAI improve its personalized consumer AI products, something that Roi already has experience in, having tried to solve personalization in finance at scale.

While the exact terms of the deal aren’t made public, Roi is expected to shut operations and end its services to customers on October 15.

Do you think this move will help OpenAI expand its portfolio of personalized services and capture a stronger customer base?

Do you think OpenAI’s partnership with AMD could cause problems for industry leader NVIDIA?

Do you think OpenAI’s AI device delay will face more setbacks?

Let us know in the comments below!