{"id":"bd3c5b86-a4cf-4655-842d-e32895c87e6b","name":"OpenAI","slug":"openai","description":"OpenAI is a San Francisco based AI research and product company that has become one of the largest committed buyers and co-developers of datacenter capacity in the world. Founded in December 2015 by Sam Altman, Greg Brockman, Elon Musk, Ilya Sutskever and others, it operates as OpenAI Group PBC (a public benefit corporation) after a 2025 restructuring, with Microsoft holding roughly a 27 percent stake and continuing as its principal cloud partner. In June 2026 the company filed for an IPO with the SEC.\n\nOn the infrastructure side, OpenAI is a 40 percent co-owner of Stargate LLC, the joint venture announced with SoftBank, Oracle and Abu Dhabi's MGX in January 2025 to build AI training and inference campuses. Stargate targets 10 GW of capacity, with initial site build-out concentrated in Abilene, Texas and five additional US sites announced in September 2025 (Shackelford County TX, Milam County TX, Doña Ana County NM, Lordstown OH, plus one undisclosed Midwest site). International Stargate sites are under exploration in the UK, Norway, Japan, the UAE and Argentina (up to 500 MW in Patagonia).\n\nThe Stargate arrangement is unusual in that the capacity is contracted exclusively to OpenAI as tenant: OpenAI is simultaneously a co-owner of the operating vehicle and its sole workload. Silicon commitments span Nvidia (initial partner), AMD (up to 6 GW of Instinct GPUs) and Broadcom (10 GW of custom accelerators). This makes OpenAI, alongside Microsoft, one of the two anchor demand-side counterparties reshaping US grid siting decisions in 2025 and 2026.","status":"private","founded":2015,"hq":"San Francisco, CA, USA","hqLat":37.7879363,"hqLng":-122.4075201,"hqGeocodedAt":"2026-08-05T14:42:13.215Z","hqAddress":null,"hqPrecision":null,"website":"openai.com","fundingTotal":"122000000000","type":"hardware","roles":["robot_maker","data_center_operator"],"reviewStatus":"reviewed","heatIndex":56,"lifecycleState":"active","supersededByCompanyId":null,"sources":[{"url":"https://techcrunch.com"},{"url":"https://en.wikipedia.org/wiki/Stargate_LLC","title":"Stargate LLC"},{"url":"https://en.wikipedia.org/wiki/OpenAI","title":"OpenAI"},{"url":"https://openai.com/index/announcing-the-stargate-project/","title":"Announcing the Stargate Project"},{"url":"https://x.com/SemiAnalysis_/status/2105055045959995719","title":"SemiAnalysis: OpenAI GPT-6.1 Sol Ultrafast on low-batch NVIDIA GPUs, not Cerebras","sourceName":"X (@SemiAnalysis_)","publishedAt":"2026-09-29"},{"url":"https://x.com/sama/status/2106147184693620924","title":"There is some speculation about our partnership with Cerebras","sourceName":"X / @sama (Sam Altman)","publishedAt":"2026-10-02"},{"url":"https://www.cnbc.com/2026/10/05/cerebras-cbrs-sam-altman-close-partner.html","title":"Cerebras stock pops 9% after Sam Altman calls the chipmaker a 'close partner'","sourceName":"CNBC","publishedAt":"2026-10-05"},{"url":"https://www.wsj.com/tech/oracle-broadcom-and-spacex-seek-blockbuster-debt-deals-to-pay-for-ai-chips-848e8032","title":"Oracle, Broadcom and SpaceX Seek Blockbuster Debt Deals to Pay for AI Chips","sourceName":"The Wall Street Journal","publishedAt":"2026-10-07"},{"url":"https://squawknews.com/news/442062-broadcom-explores-50b-financing-for-openai-custom-ai-chips","title":"Broadcom explores $50B+ financing for OpenAI custom AI chips","sourceName":"SquawkNews","publishedAt":"2026-10-07"},{"url":"https://en.oninvest.com/article/broadcom-seeks-more-than-50-billion-in-funding-for-openai-s-ai-chips-wsj","title":"Broadcom Seeks More Than $50 Billion in Funding for OpenAI's AI Chips (WSJ)","sourceName":"Oninvest","publishedAt":"2026-10-08"},{"url":"https://www.ft.com/content/b66a9858-f8fb-46cb-b506-44bfe26fca2a","title":"OpenAI annualised revenues $20bn less than previously signalled","sourceName":"Financial Times","publishedAt":"2026-10-08"},{"url":"https://techcrunch.com/2026/10/08/openais-revenue-is-reportedly-20-billion-less-than-previously-projected/","title":"OpenAI's revenue is reportedly $20 billion less than previously projected","sourceName":"TechCrunch","publishedAt":"2026-10-08"},{"url":"https://openai.com/index/introducing-openai/","title":"Introducing OpenAI","sourceName":"OpenAI","publishedAt":"2015-12-11"},{"url":"https://openai.com/index/introducing-openai/","title":"Introducing OpenAI","sourceName":"OpenAI","publishedAt":"2015-12-11"},{"url":"https://openai.com/index/introducing-openai/","title":"Introducing OpenAI","sourceName":"OpenAI","publishedAt":"2015-12-11"},{"url":"https://openai.com/index/introducing-openai/","title":"Introducing OpenAI","sourceName":"OpenAI","publishedAt":"2015-12-11"},{"url":"https://openai.com/index/introducing-openai/","title":"Introducing OpenAI","sourceName":"OpenAI","publishedAt":"2015-12-11"},{"url":"https://openai.com/index/introducing-openai/","title":"Introducing OpenAI","sourceName":"OpenAI","publishedAt":"2015-12-11"},{"url":"https://openai.com/index/introducing-openai/","title":"Introducing OpenAI","sourceName":"OpenAI","publishedAt":"2015-12-11"},{"url":"https://openai.com/index/introducing-openai/","title":"Introducing OpenAI","sourceName":"OpenAI","publishedAt":"2015-12-11"},{"url":"https://openai.com/index/introducing-openai/","title":"Introducing OpenAI","sourceName":"OpenAI","publishedAt":"2015-12-11"},{"url":"https://openai.com/index/introducing-openai/","title":"Introducing OpenAI","sourceName":"OpenAI","publishedAt":"2015-12-11"},{"url":"https://openai.com/index/scale-the-benefits-of-ai/","title":"New funding to scale the benefits of AI","sourceName":"OpenAI","publishedAt":"2024-10-02"},{"url":"https://www.cnbc.com/2024/10/02/openai-raises-at-157-billion-valuation-microsoft-nvidia-join-round.html","title":"OpenAI raises at $157 billion valuation; Microsoft, Nvidia join round","sourceName":"CNBC","publishedAt":"2024-10-02"},{"url":"https://openai.com/index/march-funding-updates/","title":"New funding to build towards AGI","sourceName":"OpenAI","publishedAt":"2025-03-31"},{"url":"https://group.softbank/en/news/press/20250401","title":"Announcement Regarding Follow-on Investments in OpenAI","sourceName":"SoftBank Group","publishedAt":"2025-04-01"}],"keyFacts":[{"label":"Co-founders","value":"Sam Altman, Greg Brockman, Ilya Sutskever, Elon Musk, Wojciech Zaremba and John Schulman."},{"label":"io acquisition (May 2025)","value":"$6.5 billion all-stock deal, OpenAI's largest; brought in former Apple design chief Jony Ive (via LoveFrom and io) as design lead."},{"label":"Revenue (2025)","value":"$20B+ annualized in 2025, targeting $100B by 2027."},{"label":"Valuation","value":"$157 billion in a late 2024 round; $852B post-money at the April 2026 round ($122B committed)."},{"label":"Corporate structure","value":"OpenAI Group PBC (public benefit corporation) after an October 2025 restructuring; filed for an IPO in June 2026."},{"label":"Microsoft stake","value":"About 27 percent of OpenAI Group PBC, valued at ~$135B; Microsoft has invested over $13B in total."},{"label":"Home device (reported, unconfirmed)","value":"A screenless, pocket-sized AI companion and home smart speaker that controls appliances, built with former Apple engineers; reveal targeted late 2026."},{"label":"Hardware roadmap (reported, unconfirmed)","value":"Speaker (2026-2027), smart glasses (2028) and a smart lamp prototype, with 200+ engineers."},{"label":"Device scale (reported, unconfirmed)","value":"A manufacturing target of 100 million devices; Qualcomm is likely to power the device."},{"label":"Micro keypad","value":"A $230 AI keypad with Work Louder: 6 agent keys, 6 command keys, voice dictation, ChatGPT/Codex integration."},{"label":"Apple lawsuit (Jul 2026)","value":"Apple sued OpenAI over alleged trade secret theft. An allegation, not a ruling."},{"label":"Stargate LLC","value":"40 percent OpenAI, 40 percent SoftBank, with Oracle and MGX; $100B initial, up to $500B by 2029."},{"label":"Stargate capacity (target)","value":"10 GW under Stargate, with ~7 GW planned as of September 2025."},{"label":"Abilene anchor site","value":"10 datacenter buildings in Abilene, Texas under Stargate."},{"label":"US site expansion (Sep 2025)","value":"Shackelford County TX, Milam County TX, Doña Ana County NM, Lordstown OH and an undisclosed Midwest site."},{"label":"International sites","value":"Stargate sites under exploration in the UK, Norway, Japan and UAE, plus up to 500 MW in Argentina's Patagonia."},{"label":"Stargate tenancy","value":"Stargate capacity is contracted only to OpenAI, which is both co-owner and sole workload."},{"label":"Silicon partners","value":"Nvidia (initial GPU partner), AMD (up to 6 GW of Instinct GPUs) and Broadcom (10 GW of custom accelerators)."},{"label":"Cloud partners","value":"Microsoft Azure remains a primary cloud partner alongside Oracle Cloud Infrastructure via Stargate."},{"label":"Cerebras partnership (company-claimed)","value":"A $10B deal for Cerebras to supply OpenAI 750 MW of compute through 2028."},{"label":"Ultrafast on Nvidia (reported, unconfirmed)","value":"Sep 2026: an analyst post said GPT-6.1 Sol Ultrafast runs at low batch size on Nvidia GPUs, not Cerebras. Not confirmed by OpenAI."},{"label":"Altman on Cerebras (company-claimed)","value":"On Oct 2 2026 Altman called Cerebras a close partner. He did not say Cerebras will serve Ultrafast; no new terms disclosed."},{"label":"Nexus chip financing (company-claimed)","value":"Broadcom sought over $50B to fund OpenAI custom chips (several GW), with Apollo and Blackstone in talks. Early talks."},{"label":"Nexus chip program (reported, Oct 2026)","value":"OpenAI's chip program is called Nexus; first- and second-generation chips are codenamed Jalapeno and Serrano."},{"label":"Revenue run rate (company-claimed)","value":"OpenAI told investors annualized revenue is near $50B, about $20B below a ~$70B figure reported days earlier."},{"label":"Run-rate gap (company-claimed)","value":"The higher figure came from investors trying to match Anthropic, which counts cloud-partner sales. Unaudited."}],"aliases":["OpenAI Inc","OpenAI LP","ChatGPT maker"],"collisionRisk":"low","reviewNote":null,"atsProvider":null,"atsSlug":null,"factoryLocations":null,"manufacturingCapacity":null,"orgType":null,"burnSignal":null,"litigationEvents":null,"insurancePostureDisclosed":null,"unitEconomicsDisclosed":null,"tickerSymbol":null,"stockExchange":null,"secCik":null,"revenueUsd":null,"revenueBasis":null,"revenueAsOf":null,"employeeCount":4500,"employeeCountBasis":"Wikipedia company page, 2026 figure","employeeCountAsOf":"2026-01-01T00:00:00.000Z","marketCapUsd":null,"marketCapAsOf":null,"marketCapSource":null,"createdAt":"2026-07-18T14:04:40.169Z","updatedAt":"2026-10-13T04:27:27.380Z","jsonLd":{"@context":"https://schema.org","@type":"Organization","@id":"https://registry.deploy.report/companies/openai","url":"https://registry.deploy.report/companies/openai","name":"OpenAI","alternateName":["OpenAI Inc","OpenAI LP","ChatGPT maker"],"description":"OpenAI is a San Francisco based AI research and product company that has become one of the largest committed buyers and co-developers of datacenter capacity in the world. Founded in December 2015 by Sam Altman, Greg Brockman, Elon Musk, Ilya Sutskever and others, it operates as OpenAI Group PBC (a public benefit corporation) after a 2025 restructuring, with Microsoft holding roughly a 27 percent stake and continuing as its principal cloud partner. In June 2026 the company filed for an IPO with the SEC.\n\nOn the infrastructure side, OpenAI is a 40 percent co-owner of Stargate LLC, the joint venture announced with SoftBank, Oracle and Abu Dhabi's MGX in January 2025 to build AI training and inference campuses. Stargate targets 10 GW of capacity, with initial site build-out concentrated in Abilene, Texas and five additional US sites announced in September 2025 (Shackelford County TX, Milam County TX, Doña Ana County NM, Lordstown OH, plus one undisclosed Midwest site). International Stargate sites are under exploration in the UK, Norway, Japan, the UAE and Argentina (up to 500 MW in Patagonia).\n\nThe Stargate arrangement is unusual in that the capacity is contracted exclusively to OpenAI as tenant: OpenAI is simultaneously a co-owner of the operating vehicle and its sole workload. Silicon commitments span Nvidia (initial partner), AMD (up to 6 GW of Instinct GPUs) and Broadcom (10 GW of custom accelerators). This makes OpenAI, alongside Microsoft, one of the two anchor demand-side counterparties reshaping US grid siting decisions in 2025 and 2026.","identifier":"bd3c5b86-a4cf-4655-842d-e32895c87e6b","foundingDate":"2015","address":"San Francisco, CA, USA","publisher":{"@id":"https://deploy.report/#organization"}},"framework_metadata":{"framework_schema_version":"0.1.0","verification_status":"verified","maturity_stage":null,"lifecycle_state":null,"architectural_position":{"cohort":null,"sub_cohorts":[]},"within_cohort_verified_vs_claimed_pair":null,"cap_flags":[],"verification_depth":{"sources_count":26,"primary_source_types":["knowledge-base","secondary-established-publication","secondary-industry-publication"]}}}