Trains frontier models, on compute it mostly buys.
openai.com8 sourced relationships.
Supplies AI accelerators under long-standing co-development and supply agreements
OpenAI and Broadcom have long-standing agreements on the co-development and supply of the AI accelerators.
OpenAI and Broadcom announce strategic collaboration to deploy 10 gigawatts of OpenAI-designed AI accelerators · OpenAI · read 2026-09-11
Supplies AI accelerators under long-standing supply agreements
OpenAI and Broadcom have long-standing agreements on the co-development and supply of the AI accelerators.
OpenAI and Broadcom announce strategic collaboration to deploy 10 gigawatts of OpenAI-designed AI accelerators · OpenAI · read 2026-09-11
Supplies AI cloud capacity under a further order form
In May 2025, we entered into a master services agreement with OpenAI OpCo, LLC ("OpenAI") and in September 2025, we entered into an order form under this master services agreement pursuant to which OpenAI has committed to pay us up to approximately $6.5 billion through May 31, 2031 and, as a result, we expect OpenAI to be a significant customer in future periods.
CoreWeave, Inc. Form 10-K for fiscal year 2025 · CoreWeave, Inc. · read 2026-09-11
Supplies AI cloud capacity under a master services agreement
For example, in March 2025, we entered into a master services agreement with OpenAI, a private company, pursuant to which OpenAI has committed to pay us up to approximately $11.9 billion through October 2030.
CoreWeave, Inc. Form 10-K for fiscal year 2025 · CoreWeave, Inc. · read 2026-09-11
Supplies AI infrastructure for training and delivering OpenAI's models
CoreWeave today announced a deal to deliver AI infrastructure to OpenAI, expanding OpenAI's compute capacity for training and delivering its latest models at scale to its hundreds of millions of users around the world.
CoreWeave Announces Agreement with OpenAI to Deliver AI Infrastructure · CoreWeave · read 2026-09-11
Supplies AMD GPUs under a product purchase agreement, first gigawatt on Instinct MI450, contracted
In October 2025, we entered into a product purchase agreement with OpenAI OpCo, LLC, (OpenAI) to deploy 6 gigawatts of AMD GPUs, with the deployment of the first gigawatt of capacity powered by our AMD Instinct MI450 series products.
amd-20251227 (Form 10-K) · Advanced Micro Devices, Inc. · read 2026-09-11
Supplies Instinct MI450 GPUs and rack-scale AI systems, contracted
Under this definitive agreement, OpenAI will work with AMD as a core strategic compute partner to drive large-scale deployments of AMD technology starting with the AMD Instinct MI450 series and rack-scale AI solutions and extending to future generations.
AMD and OpenAI Announce Strategic Partnership to Deploy 6 Gigawatts of AMD GPUs · Advanced Micro Devices, Inc. · read 2026-09-11
Supplies AWS compute comprising hundreds of thousands of NVIDIA GPUs
Under this new $38 billion agreement, which will have continued growth over the next seven years, OpenAI is accessing AWS compute comprising hundreds of thousands of state-of-the-art NVIDIA GPUs, with the ability to expand to tens of millions of CPUs to rapidly scale agentic workloads.
AWS and OpenAI announce multi-year strategic partnership · Amazon · read 2026-09-11
Supplies AWS services under a multi-year agreement
OpenAI and AWS are expanding their existing $38 billion multi-year agreement by $100 billion over 8 years.
Amazon Form 8-K Exhibit 99.1, February 27, 2026 · Amazon.com, Inc. · read 2026-09-11
Supplies Trainium capacity through AWS infrastructure, committed
The expansion includes OpenAI committing to consume approximately 2 gigawatts of Trainium capacity through AWS infrastructure, which will support demand for Stateful Runtime, Frontier, and other advanced workloads.
OpenAI and Amazon announce strategic partnership · Amazon · read 2026-09-11
Supplies Azure cloud services, contracted
OpenAI has contracted to purchase an incremental $250B of Azure services, and Microsoft will no longer have a right of first refusal to be OpenAI’s compute provider.
The next chapter of the Microsoft–OpenAI partnership · Microsoft · read 2026-09-11
Supplies Cerebras high-speed AI compute, contracted
OpenAI has agreed to deploy 750 megawatts of Cerebras’s high-speed AI compute, and OpenAI and Cerebras have agreed to co-design future models for future Cerebras hardware.
Cerebras Systems Inc. Form S-1/A (Amendment No. 2) · Cerebras Systems Inc. · read 2026-09-11
Supplies High-speed AI compute, contracted
OpenAI has agreed to deploy 750 megawatts of Cerebras’s high-speed AI compute, and OpenAI and Cerebras have agreed to co-design future models for future Cerebras hardware.
cerebras-sx1a2 (Form S-1/A) · Cerebras Systems Inc. · read 2026-09-11
Supplies Cloud compute capacity
This strategy now spans: cloud through Microsoft, Oracle, AWS, CoreWeave, and Google Cloud; silicon through NVIDIA, AMD, AWS Trainium, Cerebras, and our own chip in partnership with Broadcom; and data centers through partnerships with Oracle, SBE, and SoftBank.
OpenAI raises $122 billion to accelerate the next phase of AI · OpenAI · read 2026-09-11
Supplies GPUs running OpenAI's training fleet and most of its inference stack
Our training fleet and the majority of our inference stack continue to run on Nvidia GPUs, and with this round we are deepening that partnership as we scale.
OpenAI raises $122 billion to accelerate the next phase of AI · OpenAI · read 2026-09-11
Supplies NVIDIA full-stack DSX AI factory platform at the Portsmouth Site
OpenAI, as the tenant, will utilize capacity at the Portsmouth Site supporting approximately 4.25 gigawatts of IT load to deploy NVIDIA’s full-stack DSX AI factory platform, subject to limited exceptions.
nvda-20260817 (Form 8-K) · NVIDIA Corporation · read 2026-09-11
0 sourced relationships.
None recorded.
7 sourced holdings.
Series C Preferred Stock of OpenAI, $15.0 billion invested, a further $35.0 billion committed
We also invested $ 15.0 billion in Series C Preferred Stock of OpenAI and entered into an equity commitment letter agreement (the “Letter Agreement”), pursuant to which we agreed to purchase additional shares of Series C Preferred Stock (the “Commitment Shares”) with an aggregate purchase price of $ 35.0 billion (the “Commitment Amount”).
amzn-20260630 (Form 10-Q) · Amazon.com, Inc. · read 2026-09-11
Series C Preferred Stock, $28.7 billion invested in the six months ended June 30, 2026
We invested $28.7 billion in OpenAI’s Series C Preferred Stock for the six months ended June 30, 2026, including $13.7 billion invested in Q2 2026.
Amazon Form 10-Q for quarter ended June 30, 2026 · Amazon.com, Inc. · read 2026-09-11
Equity investment in OpenAI through affiliated funds
There was also significant participation from a diverse set of global institutions including Altimeter, Appaloosa LP, ARK Invest, affiliated funds of BlackRock, Blackstone, Coatue, D1 Capital Partners, Dragoneer, Fidelity Management & Research Company, Goanna Capital, Insight Partners, The Paragon Group, Sands Capital, Sequoia Capital, Sound Ventures, Temasek, Thrive Capital, UC Investments (University of California CIO Office), and Winslow Capital.
OpenAI raises $122 billion to accelerate the next phase of AI · OpenAI · read 2026-09-11
Equity investment in OpenAI
There was also significant participation from a diverse set of global institutions including Altimeter, Appaloosa LP, ARK Invest, affiliated funds of BlackRock, Blackstone, Coatue, D1 Capital Partners, Dragoneer, Fidelity Management & Research Company, Goanna Capital, Insight Partners, The Paragon Group, Sands Capital, Sequoia Capital, Sound Ventures, Temasek, Thrive Capital, UC Investments (University of California CIO Office), and Winslow Capital.
OpenAI raises $122 billion to accelerate the next phase of AI · OpenAI · read 2026-09-11
Equity investment in OpenAI as a co-lead of its funding round
SoftBank co-led the round alongside a16z, D. E. Shaw Ventures, MGX, TPG, and accounts advised by T. Rowe Price Associates, Inc.
OpenAI raises $122 billion to accelerate the next phase of AI · OpenAI · read 2026-09-11
Equity stake in OpenAI Group PBC, roughly 27 percent as-converted diluted, valued at approximately $135 billion
Following the recapitalization, Microsoft holds an investment in OpenAI Group PBC valued at approximately $135 billion, representing roughly 27 percent on an as-converted diluted basis, inclusive of all owners – employees, investors, and the OpenAI Foundation.
The next chapter of the Microsoft–OpenAI partnership · Microsoft · read 2026-09-11
Equity in OpenAI Group PBC, roughly 27 percent on an as-converted diluted basis, valued at approximately $135 billion
Following the recapitalization, Microsoft holds an investment in OpenAI Group PBC valued at approximately $135 billion, representing roughly 27 percent on an as-converted diluted basis, inclusive of all owners – employees, investors, and the OpenAI Foundation.
The next chapter of the Microsoft–OpenAI partnership - The Official Microsoft Blog · Microsoft Corporation · read 2026-09-11
Equity investment in OpenAI, $30B
This includes $30B from SoftBank, $30B from NVIDIA, and $50B from Amazon.
Scaling AI for everyone · OpenAI · read 2026-09-11
Equity investment in OpenAI, $30B
This includes $30B from SoftBank, $30B from NVIDIA, and $50B from Amazon.
Scaling AI for everyone · OpenAI · read 2026-09-11
investment in OpenAI through SoftBank Vision Fund 2, USD 34.6 billion invested since September 2024
SBG has invested an aggregate of USD 34.6 billion in OpenAI through SoftBank Vision Fund 2 since September 2024.
Follow-on Investments in OpenAI · SoftBank Group Corp. · read 2026-09-11
1 sourced holding.
Class A common stock issued under a stock issuance agreement, shares equal to $350.0 million at the IPO price
Immediately subsequent to the closing of this offering, we will issue to OpenAI, in accordance with the terms of our master services agreement with OpenAI and pursuant to a stock issuance agreement with OpenAI, a number of shares of our Class A common stock equal to $350.0 million valued at a price per share equal to the initial public offering price.
CoreWeave, Inc. IPO prospectus (Form 424B4) · CoreWeave, Inc. · read 2026-09-11
CoreWeave stock issued to OpenAI, $350.0 million
As part of this deal, OpenAI will become an investor in CoreWeave through the issuance of $350.0 million of CoreWeave stock.
CoreWeave Announces Agreement with OpenAI to Deliver AI Infrastructure · CoreWeave · read 2026-09-11
1 recorded, 0 drawn on the map, in one place.