By skyforbes 
In a single day, OpenAI laid out the two pillars of its next empire: first, it signed a sweeping deal with AMD to secure no less than six gigawatts of GPU compute, an agreement that could give it up to a 10% stake in AMD if certain milestones are met. Then, on stage at DevDay, it unveiled a new layer of “mini-apps” that live inside ChatGPT, turning the chatbot into something much bigger: not a product, but a platform.
Together, these moves define OpenAI’s ambition with perfect clarity: control the power and control the interface.
Power, literally
The AMD deal is more than a supply contract: it’s a signal. Six gigawatts of GPU compute by 2026, the first one-gigawatt plant in construction, and stock warrants worth up to 160 million shares at a cent apiece if performance goals are hit.
That’s not procurement: it’s vertical integration through financial engineering. By embedding itself in AMD’s roadmap for the next-generation MI450 chips, OpenAI is locking in compute capacity at a planetary scale. It’s also buying influence: the right to co-design, the ability to shape pricing, and a hedge against Nvidia’s dominance.
Compute has become the new oil, and OpenAI just secured drilling rights.