Map / Model labs

OpenAI

Makes ChatGPT; raised $110B in February 2026; buys compute and chips from Microsoft, Oracle, Amazon, CoreWeave, AMD and Cerebras.

InterfaceCompute

Chokepoints it holds

Broadcom: Jalapeño inference chip. OpenAI's first custom inference chip, rolling into data centers by year-end. VentureBeat, 2026-06-24
AMD: MI450 / Helios racks, 6 GW. Revenue shipments start end of Q3 2026. Moor Insights & Strategy, 2026-07-24
Cerebras: 750 MW of inference compute. More than $10B through 2028. TechCrunch, 2026-01-14
Nvidia: $30B equity plus dedicated capacity. Part of OpenAI's $110B February round; 3 GW inference plus 2 GW training on Vera Rubin. TechCrunch, 2026-02-27
Amazon (AWS): $50B investment. Part of the $110B February round; $35B reportedly conditional. TechCrunch, 2026-02-27
Amazon (AWS): Trainium capacity, 2 GW+. $38B deal expanded by $100B. TechCrunch, 2026-02-27
Microsoft: About 27% ownership. Exclusivity ended April 27; Microsoft remains primary cloud. VentureBeat, 2026-04-27
Oracle: Stargate cloud capacity. Roughly half of Oracle's $664B contracted backlog is tied to OpenAI. ERP Today, 2026-09-11
CoreWeave: GPU cloud, $22.4B total. Contracts expanded through 2025. CoreWeave, 2025-09
Reddit: Training data license. Google and OpenAI are Reddit's two largest licensing buyers. The Motley Fool, 2026-08-17
EU AI Office: General-purpose model enforcement. From Aug 2, 2026, fines up to 3% of worldwide turnover or €15M, whichever is higher. Praxikon, 2026-08 Our inference

Amazon (AWS): Models on AWS Bedrock. GPT models and Codex generally available on Bedrock after exclusivity ended. Amazon, 2026-09-08

Data as of 2026-10-01. Cite as: Ye, Mike. "OpenAI" (openai). AI Lattice, dataset v0.1.0. https://ailattice.ai/e/openai/. How to cite.