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OpenAI reportedly cancels plan to deploy AMD hardware in 2026
Monday, February 2, 2026 at 11:16 PM
A report indicates that OpenAI has cancelled or significantly delayed its previously planned deployment of AMD AI hardware, which was slated for the second half of 2026.
Context
OpenAI CEO Sam Altman recently reaffirmed a long-term commitment to Nvidia, countering reports that a landmark $100 billion infrastructure partnership had stalled. While rumors suggested Nvidia was reassessing its involvement in the 10-gigawatt compute project due to concerns over OpenAI’s high cash burn, both companies maintain that their decade-long relationship remains central to scaling next-generation intelligence.
This alliance is critical as OpenAI prepares for a projected $14 billion loss in 2026 while seeking a massive funding round to support its hardware needs. The first phase of the buildout, utilizing Nvidia’s upcoming Vera Rubin platform, is scheduled for the second half of 2026. For investors, this partnership secures Nvidia’s most significant customer pipeline—potentially worth hundreds of billions in revenue—at a time when the broader market is scrutinizing the sustainability of AI infrastructure spending and circular financing models.
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