Articles tagged with "OpenAI"
OpenAI and Broadcom partner on AI hardware
OpenAI has announced a significant partnership with Broadcom to acquire 10 gigawatts of custom AI accelerator hardware. These AI accelerator racks are planned for deployment in OpenAI’s and partner data centers from 2026 through 2029. By designing its own chips and systems, OpenAI aims to integrate insights from its advanced AI model development directly into the hardware, enhancing performance and intelligence capabilities. The financial terms of the deal were not disclosed, though the Financial Times estimated the value. This hardware agreement follows a series of major recent deals by OpenAI, including a multi-billion dollar arrangement with Nvidia for 10 gigawatts of hardware and a reportedly historic agreement with Oracle, which remains unconfirmed. These partnerships underscore OpenAI’s strategic focus on securing substantial computing resources to support its AI research and product development efforts over the coming years.
energyAI-hardwaredata-centerscustom-chipsaccelerator-racksOpenAIhardware-partnershipThe billion-dollar infrastructure deals powering the AI boom
The article highlights the massive investment and infrastructure buildup fueling the current AI boom, emphasizing the enormous computing power required to train and run AI models. Nvidia CEO Jensen Huang estimates that $3 to $4 trillion will be spent on AI infrastructure by 2030, with major tech companies like Microsoft, Meta, Oracle, Google, and OpenAI leading the charge. The piece details key deals, starting with Microsoft’s landmark $1 billion investment in OpenAI in 2019, which established Microsoft as OpenAI’s exclusive cloud provider and laid the groundwork for a partnership now valued at nearly $14 billion. Although OpenAI has recently diversified its cloud partnerships, this model of close collaboration between AI firms and cloud providers has become standard, with companies like Anthropic partnering with Amazon and Google Cloud acting as primary computing partners for other AI ventures. Oracle’s emergence as a major AI infrastructure player is underscored by its unprecedented deals with OpenAI, including a $30 billion cloud services contract revealed in mid-2025
energyAI-infrastructurecloud-computingdata-centersNvidiaMicrosoft-AzureOpenAIEven 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
energyAI-data-centersNvidiaAMDOpenAIcloud-computingsemiconductor-chipsWall Street analysts explain how AMD’s own stock will pay for OpenAI’s billions in chip purchases
AMD and OpenAI have announced an expanded partnership in which OpenAI will assist AMD in refining its Instinct GPUs—AMD’s competitor to Nvidia chips—and commit to purchasing 6 gigawatts of compute capacity over several years. The deal is valued in the billions, but rather than paying with cash, OpenAI will use AMD stock to finance its purchases. AMD has granted OpenAI up to 160 million stock warrants, which vest as certain milestones are met, including significant increases in AMD’s stock price. For example, the final tranche requires AMD’s market cap to reach around $1 trillion, implying a potential value of about $100 billion for OpenAI’s stake if all conditions are met and shares are held without selling. UBS analyst Timothy Arcuri suggests that OpenAI will likely sell portions of its AMD stock over time to cover its GPU purchases, effectively making this a financing arrangement for AMD. Despite the unconventional structure, the deal serves as a strong validation of AMD’s AI GPU capabilities,
energyAI-chipsAMDOpenAIGPUssemiconductor-materialscompute-capacity6-gigawatt handshake: AMD joins OpenAI’s trillion-dollar AI plan
OpenAI has entered a landmark multi-year agreement with AMD to deploy up to 6 gigawatts of AMD Instinct GPUs, marking one of the largest GPU deployment deals in AI history. The partnership will start with a 1-gigawatt rollout of AMD’s upcoming MI450 GPUs in late 2026 and scale to 6 gigawatts over multiple hardware generations, powering OpenAI’s future AI models and services. This collaboration builds on their existing relationship involving AMD’s MI300X and MI350X GPUs, with both companies committing to jointly advance AI hardware and software through shared technical expertise. Following the announcement, AMD’s stock surged nearly 24%, reflecting strong market confidence. A significant component of the deal includes an equity arrangement whereby OpenAI received a warrant for up to 160 million AMD shares, potentially giving OpenAI about a 10% stake in AMD if fully exercised. The warrant vests in stages tied to deployment milestones and AMD’s stock price. Although the exact financial terms
energyAI-hardwareGPUsAMDOpenAIhigh-performance-computingAI-compute-capacityThe billion-dollar infrastructure deals powering the AI boom
The article highlights the massive investments and infrastructure developments fueling the current AI boom, emphasizing the enormous computing power required to run advanced AI models. Nvidia CEO Jensen Huang estimates that $3 to $4 trillion will be spent on AI infrastructure by 2030, with major tech companies like Microsoft, Meta, Oracle, Google, and OpenAI leading the charge. Central to this surge was Microsoft’s initial $1 billion investment in OpenAI in 2019, which positioned Microsoft as OpenAI’s exclusive cloud provider and laid the groundwork for a partnership that has grown to nearly $14 billion. Although OpenAI has recently diversified its cloud partnerships, this model of exclusive or primary cloud provider relationships has become common, with companies like Anthropic partnering with Amazon and Google Cloud acting as primary computing partners for various AI firms. Oracle has emerged as a major player in AI infrastructure through unprecedented deals with OpenAI, including a $30 billion cloud services contract revealed in 2025 and a staggering $300 billion five-year compute power
energyAI-infrastructurecloud-computingdata-centersNvidiaMicrosoft-AzureOpenAINVIDIA investing $100B in OpenAI data centers for next-gen AI
OpenAI and NVIDIA have entered a landmark partnership, with NVIDIA committing up to $100 billion to build massive AI data centers that will deploy at least 10 gigawatts of compute power using millions of NVIDIA GPUs. The first gigawatt of this capacity is expected to go live in the second half of 2026 on NVIDIA’s upcoming Vera Rubin platform. NVIDIA CEO Jensen Huang described the collaboration as a “next leap forward” for both companies, highlighting that the 10 gigawatts equate to roughly 4 to 5 million GPUs—double the number shipped by NVIDIA last year. This massive infrastructure investment underscores the deep ties between the two companies and their joint efforts to power the next era of AI intelligence. OpenAI CEO Sam Altman emphasized that compute infrastructure is central to OpenAI’s mission and will form the foundation of the future economy. He noted the challenge of balancing research, product development, and scaling infrastructure, promising significant developments in the coming months. OpenAI cofounder Greg
energydata-centersAI-infrastructureNVIDIAOpenAIGPUscompute-powerWhy the Oracle-OpenAI deal caught Wall Street by surprise
The recent surprise deal between OpenAI and Oracle caught Wall Street off guard but underscores Oracle’s continuing significance in AI infrastructure despite its legacy status. OpenAI’s willingness to commit substantial funds—reportedly around $60 billion annually for compute and custom AI chip development—signals its aggressive scaling strategy and desire to diversify infrastructure providers to mitigate risk. Industry experts highlight that OpenAI is assembling a comprehensive global AI supercomputing foundation, which could give it a competitive edge. Oracle’s involvement, while unexpected to some given its perceived diminished role compared to cloud giants like Google, Microsoft, and AWS, is explained by its proven capabilities in delivering large-scale, high-performance infrastructure, including supporting TikTok’s U.S. operations. However, key details about the deal remain unclear, particularly regarding how OpenAI will finance and power its massive compute needs. The company is burning through billions annually despite growing revenues from ChatGPT and other products, raising questions about sustainability. Energy sourcing is a critical concern since data centers are projected to
energyAI-infrastructurecloud-computingsupercomputingdata-centerspower-consumptionOpenAISam Altman says that bots are making social media feel ‘fake’
Sam Altman, a prominent figure in AI and social media, recently expressed concern that bots and AI-generated content have made social media platforms feel increasingly “fake.” His realization came while observing posts on the r/Claudecode subreddit, where many users praised OpenAI’s Codex. Altman noted that the posts seemed suspiciously uniform, making it difficult to discern genuine human contributions from bot-generated or coordinated content. He attributed this phenomenon to several factors, including humans adopting language patterns typical of large language models (LLMs), the highly correlated behavior of online communities, social media platforms’ optimization for engagement, monetization incentives, and potential astroturfing efforts by competitors. Altman’s reflections highlight a broader issue: the blurring line between authentic human interaction and AI-generated or influenced content on social media. He acknowledged that while some of the enthusiasm around OpenAI’s products is real, the overall environment feels artificial compared to a few years ago. This shift is partly due to the sophistication of L
robotartificial-intelligencesocial-media-botslarge-language-modelsOpenAIautomationonline-engagementOpenAI agreed to pay Oracle $30B a year for data center services
OpenAI has confirmed it signed a landmark $30 billion per year deal with Oracle for data center services, a contract initially disclosed by Oracle in late June without naming the customer. This agreement is part of OpenAI’s ambitious Stargate project, a $500 billion initiative to build massive data center capacity. Specifically, the deal covers 4.5 gigawatts of power—equivalent to the output of two Hoover Dams—enough to power about four million homes. The data center, known as Stargate I, is being constructed in Abilene, Texas, and represents a significant expansion of infrastructure to support OpenAI’s rapidly growing computational needs. While the deal has propelled Oracle’s stock to record highs and made its founder Larry Ellison the world’s second richest person, the project poses substantial challenges. Building and operating such a large-scale data center will require enormous capital and energy expenditures. Oracle has already spent $21.2 billion on capital expenditures in its last fiscal year and plans to
energydata-centerscloud-computingOpenAIOraclepower-capacityinfrastructureChatGPT: Everything you need to know about the AI-powered chatbot
ChatGPT, OpenAI’s AI-powered text-generating chatbot, has rapidly grown since its launch to reach 300 million weekly active users. In 2024, OpenAI made significant strides with new generative AI offerings and the highly anticipated launch of its OpenAI platform, despite facing internal executive departures and legal challenges related to copyright infringement and its shift toward a for-profit model. As of 2025, OpenAI is contending with perceptions of losing ground in the AI race, while working to strengthen ties with Washington and secure one of the largest funding rounds in history. Recent updates in 2025 include OpenAI’s strategic use of Google’s AI chips alongside Nvidia GPUs to power its products, marking a diversification in hardware. A new MIT study raised concerns that ChatGPT usage may impair critical thinking by showing reduced brain engagement compared to traditional writing methods. The ChatGPT iOS app saw 29.6 million downloads in the past month, highlighting its massive popularity. OpenAI also launched o3
energyartificial-intelligenceOpenAIGPUsAI-chipspower-consumptionmachine-learningCourt filings reveal OpenAI and io’s early work on an AI device
Recent court filings from a trademark dispute lawsuit between OpenAI, Jony Ive’s startup io, and Google-backed hardware company iyO have revealed new insights into OpenAI and io’s early efforts to develop a mass-market AI hardware device. The filings show that over the past year, OpenAI executives and former Apple leaders at io have extensively researched in-ear hardware, purchasing over 30 headphone sets to study existing products. Despite this focus, the first device from OpenAI and io is reportedly not an in-ear or wearable device, but its exact form factor remains undisclosed. Co-founder Tang Tan stated that the prototype mentioned by OpenAI CEO Sam Altman is still in early development and at least a year away from market release. Altman has described the device as a “third device” complementing smartphones and laptops, capable of being pocket-sized or desk-based and fully aware of the user’s surroundings. The filings also reveal interactions between OpenAI/io and iyO leadership, including a May 1 meeting
AI-hardwarewearable-technologyOpenAIIoT-devicessmart-devicesAI-innovationconsumer-electronicsOpenAI’s planned data center in Abu Dhabi would be bigger than Monaco
energydata-centerAI-infrastructurepower-consumptionAbu-DhabiOpenAIG42OpenAI explains why ChatGPT became too sycophantic
OpenAIChatGPTAI-behaviorsycophancyartificial-intelligencetechnology-ethicsuser-experienceOpenAI explains why ChatGPT became too sycophant
OpenAIChatGPTAI-behaviorsycophancytechnology-ethicsconversational-AISam-AltmanMeta’s LlamaCon was all about undercutting OpenAI
MetaLlamaConAI-conferencechatbotOpenAILlama-modelsconsumer-technologyOpenAI rolls back update that made ChatGPT ‘too sycophant-y’
OpenAIChatGPTGPT-4oAI-updatesmodel-personalityuser-feedbacktechnology-newsOpenAI is fixing a ‘bug’ that allowed minors to generate erotic conversations
OpenAIChatGPTminorscontent-moderationuser-safetyartificial-intelligenceerotic-contentOpenAI upgrades ChatGPT search with shopping features
OpenAIChatGPTonline-shoppingGPT-4oproduct-recommendationsweb-searchAI-features