Even after Stargate, Oracle, Nvidia and AMD, OpenAI has more big deals coming soon, Sam Altman says

OpenAI has been actively securing large-scale infrastructure deals to support its rapidly growing AI model development, with major partnerships involving Nvidia, AMD, Oracle, and others. Nvidia has invested in OpenAI, becoming a shareholder, while AMD has granted OpenAI up to 10% of its stock in exchange for collaboration on next-generation AI GPUs. These deals include commitments for tens of gigawatts of AI data center capacity, such as OpenAI’s $500 billion Stargate deal with Oracle and SoftBank for U.S. facilities, and additional expansions in the UK and Europe. Nvidia is also preparing OpenAI for a future where it operates its own data centers, although the cost of such infrastructure—estimated at $50 to $60 billion per gigawatt—is currently beyond OpenAI’s direct financial capacity. OpenAI CEO Sam Altman emphasized that these partnerships are part of an aggressive infrastructure investment strategy to support more capable future AI models and products. Despite OpenAI’s revenue not yet approaching the scale of its