OpenAI / San Francisco / California / US
San Francisco, California, US
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Who OpenAI buys from and sells to, each relationship carrying the source that states it.
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 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 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 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 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 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 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
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
None recorded.
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