OpenAI Signals further Expansion with More Major Infrastructure Deals on teh Horizon
SAN FRANCISCO, CA – OpenAI is poised too announce additional large-scale infrastructure partnerships in the coming months, according to CEO Sam Altman, following recent agreements with Nvidia, AMD, and cloud providers like Oracle and Stargate. These deals, already totaling an estimated $1 trillion, are fueling a massive AI boom but are also drawing scrutiny for thier unconventional financing structures.
The recent Nvidia deal,similar to one struck with AMD,has been described as “circular” by critics,who point out that Nvidia is effectively financing OpenAI’s hardware purchases in exchange for equity in the AI startup. Bloomberg reported on these concerns, highlighting that nvidia is underwriting OpenAI’s acquisitions and receiving OpenAI stock as a result.
Altman addressed these deals during a recent interview with Andreessen Horowitz’s (a16z) podcast, where a16z co-founder Ben Horowitz praised the “deal structure improvement.” Horowitz’s firm is an investor in OpenAI. Altman stated, “You should expect much more from us in the coming months.”
He explained that OpenAI is making an “aggressive infrastructure bet” based on the anticipated capabilities of its future models and products, which are expected to drive notable demand. While OpenAI’s current revenue-reportedly $4.5 billion in the first half of 2025, according to Reuters-doesn’t yet match the scale of these investments, Altman expressed confidence in the future economic value of its research roadmap.
“I’ve never been more confident in the research road map in front of us and also the economic value that will come from using those [future] models,” Altman said. He emphasized the need for broad industry support to realize this vision, stating, “To make the bet at this scale, we kind of need the whole industry, or big chunk of the industry, to support it…So we’re going to partner with a lot of people.”
OpenAI’s continued pursuit of these partnerships signals an ongoing strategy of leveraging external resources to accelerate its AI development and deployment. The company is actively seeking collaborations across the entire technology stack, “from the level of electrons to model distribution and all the stuff in between.”
