Eseandre Mordi
⬤ OpenAI has assembled a partner network whose 2025 deals have a face value of roughly 1.4 trillion dollars. The company stands at the centre of a wide ecosystem that unites large cloud providers, AI hardware producers and strategic investors. OpenAI functions as the main node that ties major technology firms together through infrastructure contracts, equity positions and hardware agreements.
⬤ The cloud segment shows clear patterns. OpenAI purchases capacity from Microsoft, Amazon, Oracle besides CoreWeave drawing on vast computing resources required to train plus run large models. Microsoft owns 27 per cent of OpenAI, which demonstrates the depth of that link. CoreWeave, a specialist infrastructure firm, has received 350 million dollars in OpenAI stock. The move underlines the scale of demand for high performance compute.
⬤ On the hardware side, OpenAI avoids single source dependence - it buys AI chips from NVIDIA, AMD or Broadcom, while it also commits 100 billion dollars to design and build its own processors. This represents a large wager on in house hardware rather than sole reliance on external vendors. AMD has granted stock options to OpenAI under its supply contract next to NVIDIA and Broadcom continue to ship AI chips to meet OpenAI's compute needs.
⬤ The significance lies in the redirection of capital across the technology sector. Cloud hosts chip vendors and infrastructure specialists are grouping around OpenAI, which illustrates how artificial intelligence alters economic flows. As the ecosystem keeps growing, OpenAI's infrastructure decisions will steer demand in cloud services and in the global AI supply chain for the foreseeable future.
Eseandre Mordi
