OpenAI Signals further Expansion with More Major Infrastructure Deals on teh Horizon
SAN FRANCISCO, CA – OpenAI is poised โtoo announce additional large-scale infrastructure partnerships in the coming โmonths, according to CEO Sam Altman,โ following recent agreements with Nvidia, AMD, and cloudโฃ providers โฃlike Oracle and Stargate. These deals, alreadyโ totaling an estimated $1 trillion, โฃare fuelingโ a massiveโฃ AI boom but areโฃ also drawing scrutiny for thier unconventional financingโ structures.
The recent Nvidia deal,similar to one โคstruck with AMD,has been described as “circular” by critics,who โขpoint out that Nvidia is effectively financing OpenAI’s hardware purchasesโ in exchangeโค 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 โฃtheseโ dealsโ during aโข recent interview with Andreessen Horowitz’s (a16z) podcast, where โฃa16z co-founder โBen โคHorowitz praised the “deal structure improvement.” Horowitz’s firm is anโ investor in OpenAI. Altman stated, “You should โฃexpect much more from us in the coming months.”
He explainedโ that OpenAI is making an “aggressive infrastructure bet” based on the anticipated capabilities of its future models andโค products, which are expectedโข to drive notable demand. While OpenAI’s โคcurrent revenue-reportedly $4.5 billion in the โขfirst half of 2025, according to Reuters-doesn’t yet match theโ scale of these investments, Altman โฃexpressed confidence in the future economic value of its research roadmap.
“I’ve never been more confident in the โฃresearch 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 industryโ support โto realize this vision, stating, “To โmake the bet at this scale, we kind of need the whole industry, or big chunk of the industry, to support itโฆSo we’re going to partner with a lot of people.”
OpenAI’sโ continued pursuit of these partnerships signals an ongoing strategy of leveraging external resources to accelerate its AI development and deployment. The companyโค is actively seeking collaborations across the entire technology stack, “from the level of electrons โฃtoโข model distribution and all the โstuffโ in between.”
