OpenAI’s computing and infrastructure deals have now exceeded $1 trillion, marking one of the largest capital commitments in technology history, according to the FT. The agreements span multiple partners, including AMD, Nvidia, Oracle, and CoreWeave, and are designed to secure decades of computing capacity for the company’s expanding AI systems.
According to reports, the contracts represent more than 20 gigawatts of planned compute power worldwide, equivalent to the energy output of roughly 20 nuclear reactors. Industry analysts estimate each gigawatt of AI infrastructure can cost up to $50 billion to deploy, underscoring the extraordinary scale of OpenAI’s ambition.
Much of the total includes multi-year supply and lease agreements tied to GPU hardware, power procurement, and data center construction. Nvidia is supplying advanced GPU clusters, while AMD recently announced a new strategic partnership granting OpenAI warrants to acquire up to 160 million AMD shares alongside chip supply guarantees. Oracle is contributing cloud infrastructure capacity and financial structuring support, while CoreWeave is expanding its role as a specialized AI compute provider.
These intertwined relationships allow OpenAI to lock in hardware and data center capacity while aligning financially with its suppliers. Several deals use circular financing structures, where partners both invest in and supply the resources OpenAI depends on, effectively creating shared upside as the company grows.
The scale of these commitments represents a major leap for OpenAI’s global operations. The company is not only securing access to scarce computing power but also positioning itself as a long-term anchor in the emerging AI hardware ecosystem. However, analysts note the financing required to support such vast infrastructure will be one of the company’s biggest challenges.
The trillion-dollar milestone follows a wave of recent developments across OpenAI’s business lines. The company recently unveiled ‘Apps in ChatGPT’, a new platform that integrates third-party services directly into ChatGPT’s interface, allowing users to perform complex tasks such as booking, design, and research without leaving the chat. Around the same time, OpenAI completed a $6.6 billion secondary share sale, valuing the company at $500 billion and enabling early investors and employees to liquidate shares.
OpenAI also signed a long-term compute partnership with AMD, expanding its hardware supply chain and reinforcing its independence from Nvidia’s ecosystem. Together, these moves demonstrate how the company is building not just AI models, but an integrated network spanning software, data, compute, and capital.
The trillion-dollar threshold symbolizes more than a financial milestone. It reflects a fundamental shift in how artificial intelligence is financed and scaled — where control over compute, chips, and energy has become as critical as the models themselves.