CEO Sam Altman hints at fresh infrastructure partnerships just as recent chip and cloud pacts grab headlines.
Post OpenAI’s blockbuster deals with Oracle, Nvidia, and AMD, CEO Sam Altman just dropped a fresh tease: “You should expect much more from us in the coming months.” The announcement was made during a podcast with Ben Horowitz, co-founder of Andreessen Horowitz (a16z).
Sam Altman’s comment arrives just as Nvidia’s CEO Jensen Huang was publicly musing over OpenAI’s stock-for-chip deal with AMD. The overall AMD agreement with OpenAI will receive significant tranches of AMD stock, contingent on milestones like AMD’s stock price and development progress. In return, OpenAI will use and help refine AMD’s next-generation AI GPUs.
On the Nvidia front, the dynamic is reversed. Nvidia has committed to investing heavily in OpenAI. Huang told CNBC that for the first time, Nvidia would be selling full systems directly to OpenAI. Huang said these direct sales are part of preparing for a future where OpenAI may operate its own data centers, a self-hosted “hyperscaler,” as he put it.
Yet Huang also acknowledged a candid truth: OpenAI doesn’t have the funds right now to finance this all-out infrastructure build. He estimated that building each gigawatt of AI data center capacity could run $50–60 billion.
Stargate, Cloud Deals, and a Trillion-dollar Blitz of OpenAI
Beyond chip deals, OpenAI’s ambitions encompass cloud and data center projects at an immense scale. Under its Stargate initiative, backed by Oracle and SoftBank, OpenAI has also pledged around $500 billion toward U.S. infrastructure deployments.
Some analysts now estimate OpenAI’s 2025 commitments in infrastructure exceed $1 trillion in aggregate. But critics caution these deals may carry circular financing risks, with equity and purchases looping among the same companies.
Yet Altman remains undeterred. He told Horowitz,
“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.”
But he also admitted OpenAI can’t achieve this vision alone. Altman said:
“To make the bet at this scale, we kind of need the whole industry—or a big chunk of the industry—to support it. And this is from the level of electrons to model distribution and all the stuff in between, which is a lot. So we’re going to partner with a lot of people,”
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