Hustler Words – Fresh on the heels of striking massive deals with tech giants like Oracle, Nvidia, and AMD, OpenAI CEO Sam Altman is signaling that the AI powerhouse isn’t slowing down its expansion plans anytime soon. This aggressive push for infrastructure has industry insiders buzzing about the future of AI development and OpenAI’s ambition to become a self-sufficient force in the tech landscape.
While Nvidia CEO Jensen Huang expressed surprise at OpenAI’s recent partnership with AMD, a deal where OpenAI will receive AMD stock in exchange for using and co-developing next-gen AI GPUs, Altman was dropping hints about even more significant collaborations on the horizon.
This flurry of activity underscores OpenAI’s vision for future AI models and products, which Altman believes will generate immense demand, justifying a massive infrastructure investment. He emphasized the need for industry-wide support, stating, "To make the bet at this scale, we kind of need the whole industry, or a big chunk of the industry, to support it."
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OpenAI’s recent deals are staggering. The Stargate project with Oracle and SoftBank involves a $500 billion investment in U.S. facilities, while a separate cloud deal with Oracle totals $300 billion. The Nvidia partnership aims for at least 10 gigawatts of AI data centers, and the AMD collaboration targets 6 gigawatts. Including the "Stargate UK" expansion, some estimate OpenAI has inked deals worth over $1 trillion this year.
However, the scale of these investments raises questions about OpenAI’s current revenue, which, while growing rapidly, reportedly reached $4.5 billion in the first half of 2025. Altman remains confident that these investments will ultimately pay off, driven by the economic value generated by future AI models.
The strategy involves partnerships across the entire AI ecosystem, from energy supply to model distribution. As Altman puts it, "We’re going to partner with a lot of people," suggesting a continued wave of deal-making in the coming months. The tech world should be prepared for OpenAI to continue its ambitious expansion.
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