OpenAI signed a multi-year chip deal with AMD

OpenAI signed a multi-year chip deal with AMD. It includes an option for OpenAI to buy up to 10% of AMD and targets up to 6 GW of AI compute, with the first 1 GW in 2026.

Understanding the technology is key here, it's about capacity and latency. The two unblock current bottlenecks: Bigger contexts, longer-running agents, and steadier output.

Dev Day follows a few hours later. The focus is on tooling:

Agent builders that can run real-world workflows.

"Computer use" that can click and type without babysitting.

Administrative controls.

OpenAI and Stripe published the Agentic Commerce Protocol (ACP) and turned on Instant Checkout in ChatGPT.

ACP gives agents and merchants one way to authorize and settle purchases.

It sits next to other efforts like Google's AP2 and Coinbase's x402.

Different stacks, same direction: Interoperable payments for agent (LLM) workflows.