OpenAI

Headquarters

San Francisco, California, USA

Website

openai.com

Employees

3,000 (2025, approximate)

Founded

2015

Listing

private

Dependency

• CoreWeave: OpenAI has committed approximately $22 billion to CoreWeave as part of its multi-vendor AI infrastructure spending plan.
• Advanced Micro Devices: OpenAI struck a chip supply deal with AMD that includes a warrant for up to 160 million AMD shares (roughly a 10% stake), with first-gigawatt chip rollout planned for H2 2026.
• Cerebras Systems: OpenAI committed roughly $10 billion to Cerebras Systems to deploy 750 megawatts of Cerebras AI chips coming online in tranches through 2028.
• Amazon Web Services: OpenAI depends on a $38 billion, seven-year compute agreement with AWS using Amazon Trainium infrastructure, part of a broader partnership that includes a planned $50 billion Amazon investment.
• NVIDIA: OpenAI depends on massive NVIDIA GPU purchases for model training and inference, with NVIDIA committing $30 billion as a lead investor in OpenAI's 2026 funding round.
• Microsoft Azure: OpenAI's historical infrastructure partnership with Microsoft Azure continues, though a 2025 compute deal with AWS ended Microsoft's prior exclusivity over serving OpenAI's frontier models.
• AWS Trainium: OpenAI's 2026 AWS deal includes 2 gigawatts of dedicated Trainium compute capacity.
• Broadcom: Broadcom co-developed OpenAI's first in-house AI inference chips, with the design phase complete and first data center deployment targeted for the second half of 2026.
• Oracle: Oracle supplies GPU-heavy Oracle Cloud Infrastructure capacity to OpenAI under a roughly $300 billion, five-year cloud computing agreement anchoring the Stargate project.
• Scale AI: Scale AI has historically provided data labeling and human-feedback services used in training large language models for major AI labs including OpenAI, though its commercial relationship with some labs has narrowed following Meta's investment.
• Lisa Su: OpenAI signed a multi-year chip supply agreement with AMD in late 2025 under Su's leadership, providing a hedge against sole dependence on NVIDIA.

Supply Chain

• Salesforce: Salesforce integrates OpenAI and other large language models into its Agentforce AI agent platform.

Development

• Large Language Models: OpenAI develops the GPT frontier model family, among the leading large language models by usage and capability.

Competition / Other

• Anthropic: OpenAI and Anthropic compete directly for frontier AI model capability, enterprise API customers, and consumer assistant market share.
• Alphabet (Google): OpenAI competes with Google (Gemini) for frontier AI model capability and consumer/enterprise AI assistant market share.
• xAI: OpenAI's GPT models compete directly with xAI's Grok models for frontier AI capability, enterprise API customers, and consumer assistant usage.