AI Labs
OpenAI
The AI lab behind ChatGPT, valued at roughly $852 billion as of March 2026 and reportedly preparing a confidential IPO filing, whose infrastructure buildout is backed by tens of billions of dollars in direct investment and compute commitments from Amazon, NVIDIA and Microsoft.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Hiring signal
+31 since last check
Job board · as of Jul 27, 2026
Additional Intelligence Signals
Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.
Earnings-call mentions
Mentioned by RingCentral
“Aragon Research named RingCX a Leader in its Intelligent Contact Center for SMB Globe report, specifically citing the OpenAI partnership as positioning RingCentral to lead the shift toward agentic voice AI across the full customer interaction lifecycle.”
SEC 8-K exhibit (0001384905-26-000043) · Jul 23, 2026
Mentioned by DocuSign
“Through our open platform and Model Context Protocol (MCP) server, Docusign connects with leading frontier models like Anthropic Claude, Gemini, and OpenAI ChatGPT so teams can create, review, and manage agreements using natural language within the tools they already use.”
SEC 8-K exhibit (0001261333-26-000072) · Jun 4, 2026
Mentioned by Fortinet
“Fortinet is collaborating closely with multiple leading AI companies, including Anthropic as part of Project Glasswing, OpenAI and others.”
SEC 8-K exhibit (0001262039-26-000010) · May 6, 2026
Mentioned by CrowdStrike
“Announced the launch and expansion of Project QuiltWorks, an industry-first cybersecurity coalition featuring OpenAI and Anthropic to remediate frontier AI risk via the Falcon platform.”
SEC 8-K exhibit (0001535527-26-000022) · Jun 3, 2026
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
5 sources · 72% avg. source confidence
- CNBC — OpenAI-AMD chip deal includes warrant for up to 160 million AMD shares76% source confidence
- SiliconANGLE — OpenAI commits roughly $10 billion to Cerebras Systems for AI compute capacity74% source confidence
- Tech Insider — OpenAI closes funding round at $852 billion valuation78% source confidence
- Sacra — OpenAI expands AWS arrangement with $50 billion investment and $38 billion compute deal80% source confidence
- ClaimsJournal / Releasebot — OpenAI releases GPT-5.6 lineup and launches Presence enterprise agent product54% source confidence
Dependency Map
What OpenAI depends on below, and who depends on OpenAI above — click any node to make it the new center, 5 levels deep.
Connection type
Click any node to make it the new center. Scroll to zoom, drag to pan.
The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.
Market Intelligence
UnverifiedCredibly-reported claims — analyst notes, sourcing citing “people familiar with the matter,” deals where the companies involved declined to comment — that haven't been officially confirmed. Kept structurally separate from the sourced evidence above; treat as a lead worth researching further, not an established fact.
OpenAI reportedly discussing giving US government a 5% equity stake
32% confidenceOpenAI was reported to be in very early discussions about giving the US government a roughly 5% equity stake in the company, with CEO Sam Altman reportedly arguing that a public financial stake is the best way to share AI's upside broadly; no terms, structure, or timeline have been confirmed.
Reported by Axios citing a person familiar with the matter described as being in "very early stages"; neither OpenAI nor the US government has confirmed or detailed any such arrangement.
Axios · Jun 15, 2026
OpenAI reportedly leaning toward 2027 IPO, but no pre-IPO investor meetings held yet
38% confidenceThe New York Times reported OpenAI is leaning toward pursuing an IPO in 2027, but people familiar with the company's plans told CNBC that OpenAI has not yet held pre-IPO investor meetings to discuss pricing or demand, nor set an official listing timeline, despite an earlier confidential S-1 filing suggesting preparation as early as Q4 2026.
Based on New York Times and CNBC reporting citing unnamed people familiar with internal planning; OpenAI has not publicly confirmed an IPO timeline or year.
CNBC / The New York Times · Jun 26, 2026
OpenAI's Timeline
A sourced, dated history of OpenAI's key moments — founding to present.
Mar 2026 · Valued at roughly $852 billion
OpenAI was valued at roughly $852 billion as of March 2026 and was reportedly preparing a confidential IPO filing.
Jul 2026 · Releases GPT-5.6 lineup, launches Presence enterprise agent product
OpenAI released GPT-5.6 as a three-model lineup -- Sol (high-end reasoning/coding/science), Terra (GPT-5.5-level quality at half the cost) and Luna (fast, low-cost, high-volume work) -- and introduced Presence, an enterprise product for deploying trusted AI agents across voice and chat with policies, guardrails, simulations and approved actions; CEO Sam Altman also planned to brief US officials and lawmakers on the next wave of models ahead of an expected safety-review framework.
Aug 2026 · Shuts down Atlas browser less than a year after launch
OpenAI discontinued its standalone Atlas AI browser, which stopped working August 9, 2026 less than a year after its October 2025 launch, folding its agentic and web-browsing functionality directly into ChatGPT via an enhanced desktop app and a Chrome extension; OpenAI separately launched ChatGPT Work, a cloud-based AI agent built on GPT-5.6 connecting via MCP-based plugins to Gmail, Google Calendar, Slack and GitHub, as CEO of Applications Fidji Simo directed teams to scale back 'side quest' projects to focus on core flagship platforms.
How These Connections Evolved
How a relationship changed over time, not just its current state — sourced, dated, and traceable.
OpenAI ↔ Large Language Models
Jan 2026
OpenAI's GPT-5 family led frontier proprietary model competition in 2026, as the performance gap versus top open-weight models narrowed to single-digit percentages on most benchmarks.
Now
OpenAI develops the GPT frontier model family, among the leading large language models by usage and capability.
OpenAI ↔ Advanced Micro Devices
Oct 2025 · 6GW multi-generation GPU deal announced
AMD and OpenAI announced a strategic partnership to deploy 6 gigawatts of AMD Instinct GPUs across multiple hardware generations. As part of the deal, AMD issued OpenAI a warrant for up to 160 million AMD shares (roughly a 10% stake) at $0.01 each, vesting in tranches tied to deployment milestones and AMD's share price — AMD's stock rose over 34% on the announcement.
SourceNow
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.
OpenAI ↔ Amazon Web Services
Nov 2025 · $38B, 7-year multi-year agreement announced
AWS and OpenAI announced a multi-year strategic partnership giving OpenAI access to hundreds of thousands of NVIDIA GPUs and the ability to scale to tens of millions of CPUs via AWS, valued at $38 billion over seven years — a notable diversification for OpenAI beyond its historical Microsoft Azure-only cloud arrangement.
SourceNow
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.
OpenAI ↔ NVIDIA
Feb 2026 · $30B finalized as part of $110B round
NVIDIA finalized a $30 billion equity investment in OpenAI as part of OpenAI's roughly $110 billion funding round — a steep reduction from the up-to-$100 billion framework floated five months earlier, alongside a $50 billion commitment from Amazon and $30 billion from SoftBank.
SourceMar 2026 · Huang signals this was likely NVIDIA's last major AI equity check
NVIDIA CEO Jensen Huang said the OpenAI and Anthropic investments were likely to be NVIDIA's last major equity checks into either company, noting both were expected to go public later in 2026 — suggesting NVIDIA's relationship with OpenAI is shifting from active equity investor back toward primarily a supplier relationship.
SourceNow
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.
OpenAI ↔ Oracle
Sep 2025 · First Stargate data center opens (Texas)
OpenAI's first Stargate data center site opened in Texas, with additional sites announced in New Mexico, Ohio, and Wisconsin — Oracle's involvement shifted from planning-stage partner to active infrastructure operator.
SourceJan 2026 · $300B, 5-year OCI agreement anchors the relationship
Oracle and OpenAI's relationship consolidated around a roughly $300 billion, five-year Oracle Cloud Infrastructure agreement — described at the time as one of the largest cloud contracts ever signed — even as OpenAI and Oracle separately scaled back an earlier plan to expand Stargate capacity in Texas.
Now
Oracle supplies GPU-heavy Oracle Cloud Infrastructure capacity to OpenAI under a roughly $300 billion, five-year cloud computing agreement anchoring the Stargate project.