OpenAI is aggressively expanding its AI infrastructure through strategic partnerships. CEO Sam Altman hinted at more deals following the Nvidia and AMD agreements. Nvidia's CEO Jensen Huang expressed surprise at OpenAI's deal with AMD, where OpenAI receives AMD stock in exchange for using and developing its AI GPUs.
OpenAI's partnerships include a $500 billion Stargate deal with Oracle and SoftBank for U.S. facilities and a $300 billion cloud deal with Oracle. The company's total deals this year are estimated at $1 trillion. Nvidia's investment in OpenAI makes it a shareholder, while OpenAI becomes a shareholder in AMD through their agreement. These direct sales from Nvidia are intended to prepare OpenAI to be its own self-hosted hyperscaler.
Sam Altman emphasized the need for industry support to scale OpenAI's infrastructure, citing the potential economic value of future models. While OpenAI's revenue is growing rapidly, reaching $4.5 billion in the first half of 2025, Altman believes that future investments will pay off, driving further partnerships.