COMPANIES · FOUNDATION MODELS

OpenAI

Develops AI models and products such as ChatGPT; its commercial company is controlled by the OpenAI Foundation.

DirectFoundation models
What it does

Develops AI models and products such as ChatGPT; its commercial company is controlled by the OpenAI Foundation.

Why it matters

It created ChatGPT and is one of the two or three organizations setting the pace of frontier AI capability, with outsized influence on compute demand across the industry.

How it makes money

Sells subscriptions, API access and enterprise products built on its AI models; also generates revenue from partnerships.

Geography

United States

AI stack position

Foundation models and AI laboratories. The organizations actually building the AI models themselves, like the systems behind ChatGPT, Claude or Gemini. This is the most crowded, fastest-moving layer of the AI economy right now.

Connections (54)

Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.

Current relationships (9)

OpenAI ships its products first on the cloud of Microsoft
Publishes throughCurrent
Under the amended agreement announced in April 2026, OpenAI said its products will ship first on Azure unless Microsoft cannot and chooses not to support the necessary capabilities, while OpenAI can now serve all its products across any cloud provider.

Source: 2026-04-27 · reviewed 2026-09-24

Evidence: Primary-source statement · Reported operating

Limits: Describes contractual terms as of April 2026, not usage. It does not establish what share of OpenAI traffic runs on Azure, and it explicitly removes the earlier cloud exclusivity, so it should not be read as an exclusive arrangement.

The next phase of the Microsoft OpenAI partnership ↗
Cursor offers OpenAI's models inside its editor OpenAI
Uses technology fromCurrent
Reporting on Cursor's product describes it as offering multiple frontier models, including OpenAI's models and Anthropic's Claude models, inside its AI coding editor, alongside Cursor's own in-house coding models.

Source: 2025-12-09 · reviewed 2026-09-20

Evidence: Secondary reporting of an on-record executive statement · Active multi-model product relationship

Limits: Confirms model availability inside Cursor's product; does not disclose the current usage split between OpenAI, Anthropic, and Cursor's own models, or any commercial terms.

Why Cursor's CEO believes OpenAI, Anthropic competition won't crush his startup ↗
Crusoe Energy develops and leases the Stargate Abilene AI data center campus to OpenAI
Provides infrastructure toCurrent
Crusoe is developing the eight-building, roughly 1.2GW Stargate data center campus in Abilene, Texas, with the final building topped out per Crusoe's November 17, 2025 announcement. Crusoe's own materials describe the campus as supporting OpenAI's Stargate project; a separate record (R129) documents Oracle as the tenant leasing the completed facility for Oracle Cloud Infrastructure capacity used by OpenAI. This record should not be read as establishing an additional, separate bilateral lease directly between Crusoe and OpenAI beyond the developer/landlord role described here.

Source: 2025-11-17 · reviewed 2026-09-20

Evidence: Primary-source statement · Under construction, full completion targeted mid-2026

Limits: The announcement covers construction progress and confirms Crusoe's developer/landlord role for the Abilene campus; it does not disclose lease value, contract length, or establish a separate bilateral lease contract directly with OpenAI distinct from the Crusoe-Oracle tenancy documented in R129. Developer, landlord, compute provider (Oracle) and end user (OpenAI) are kept distinct per the project's evidence standard.

Crusoe tops out final building at OpenAI Stargate data center campus in Abilene, Texas ↗
OpenAI publishes its open-weight model downloads through Hugging Face
Publishes throughCurrent
OpenAI said the weights for gpt-oss-120b and gpt-oss-20b, released under the Apache 2.0 license, are freely available for download on Hugging Face.

Source: 2025-08-05 · reviewed 2026-09-24

Evidence: Primary-source statement · Reported operating

Limits: Covers two open-weight models only and implies no commercial arrangement or payment between OpenAI and Hugging Face. It says nothing about OpenAI's proprietary GPT models, which are not distributed this way.

Introducing gpt-oss ↗
LangChain provides integrations for OpenAI
Uses technology fromCurrent
LangChain's open-source framework and LangSmith platform provide built-in, documented integrations for calling OpenAI's models as one of several supported model providers.

Source: Source undated · reviewed 2026-09-20

Evidence: Primary-source statement · Reported operating

Limits: This confirms LangChain's software supports calling OpenAI models; it does not establish a commercial or investment relationship between the two companies, or that OpenAI endorses or sponsors LangChain.

Model providers - Docs by LangChain ↗
Harvey builds legal AI workflows on OpenAI
Uses technology fromCurrent
OpenAI has published a customer case study describing Harvey as building and fine-tuning legal AI workflows on OpenAI's models, including its o1 reasoning model.

Source: Source undated · reviewed 2026-09-20

Evidence: Primary-source statement · Active technology-customer relationship

Limits: This is a vendor case study; it does not disclose exclusivity, the current share of Harvey's workloads running on OpenAI models, or contract value.

Customizing models for legal professionals ↗
OpenAI participated in Harvey's Series C funding round Harvey
Invested inCurrent
Harvey's own announcement states its Series C round included investment from OpenAI alongside Google Ventures, Kleiner Perkins, Sequoia Capital, Elad Gil, and SV Angel.

Source: Source undated · reviewed 2026-09-20

Evidence: Primary-source statement · Completed funding round

Limits: Confirms participation in a funding round; does not disclose investment amount, resulting ownership percentage, or board rights.

Harvey Raises Series C from Google Ventures, OpenAI, Kleiner Perkins, Sequoia Capital, Elad Gil, and SV Angel ↗
ServiceNow entered a multiyear strategic partnership with OpenAI
Partners withCurrent
ServiceNow and OpenAI announced a strategic multiyear partnership aimed at powering agentic enterprise workflows on ServiceNow's platform with OpenAI's models.

Source: Source undated · reviewed 2026-09-20

Evidence: Secondary reporting (unconfirmed by primary parties) · Active multiyear partnership

Limits: Confirms an announced multiyear partnership; does not disclose the financial terms of the agreement or make ServiceNow exclusively dependent on OpenAI models.

OpenAI, ServiceNow Enter Into Strategic Multiyear Partnership ↗
OpenAI publishes models through Amazon Web Services
Publishes throughCurrent
OpenAI's open-weight GPT-OSS models were made available in Amazon Bedrock and Amazon SageMaker AI.

Source: Source undated · reviewed 2026-09-22

Evidence: Primary-source statement · Reported operating

Limits: Covers only OpenAI's open-weight GPT-OSS release, not its proprietary GPT models; does not establish exclusivity or that OpenAI otherwise relies on AWS infrastructure.

OpenAI's GPT OSS models available in Amazon Bedrock and Amazon SageMaker AI ↗

Dated or announced (31)

Samsung Electronics supplies HBM4E memory samples to OpenAI
SuppliesDated / announced
OpenAI's Korea general manager said Samsung Electronics is a joint production and research partner for OpenAI's next-generation custom AI chips, confirming Samsung will supply HBM4E memory samples and engage in joint R&D; neither company confirmed a logic-chip production contract.

Source: 2026-09-10 · reviewed 2026-09-22

Evidence: Secondary reporting of an on-record executive statement · Announced / planned

Limits: Samsung declined to confirm or deny customer-specific details; whether Samsung will manufacture OpenAI's logic chips (versus just supplying HBM samples) is unconfirmed and raised only as a possibility tied to Samsung's separate Broadcom foundry MOU.

OpenAI Adds Samsung Foundry to Its Silicon Program, Closing TSMC-Only Risk ↗
NVIDIA finalized a smaller Ohio data-center financing guarantee for OpenAI
Provides infrastructure toDated / announced
NVIDIA's financing guarantee for OpenAI's SoftBank-developed Ohio data-center campus was reported finalized around $105 billion in August 2026, materially smaller than the up-to-$250 billion figure reported as under discussion in July 2026 (see R070) -- subsequent reporting described the guarantee being trimmed further to under $120 billion.

Source: 2026-08-17 · reviewed 2026-09-20

Evidence: Secondary reporting (unconfirmed by primary parties) · Reported finalized August 17, 2026; supersedes the July 2026 talks-stage figure in R070 as the deal's actual outcome, not a correction to it.

Limits: Based on CNBC/Axios reporting citing sources rather than a joint NVIDIA-OpenAI primary statement; the primary CNBC URL could not be directly re-fetched during this audit (returned a bot-protection error) though its content is corroborated by multiple independent outlets. Does not establish final, fully-confirmed terms.

Nvidia's financing for OpenAI's Ohio data center reportedly set at $105 billion ↗
NVIDIA reportedly discussed financing backstop for OpenAI
Partners withDated / announced
News reports said NVIDIA was in talks to guarantee financing of up to $250 billion for an OpenAI data-center campus in Ohio, as an alternative structure to the stalled direct-investment framework.

Source: 2026-07-27 · reviewed 2026-09-17

Evidence: Secondary reporting (unconfirmed by primary parties) · Reported in talks, unconfirmed

Limits: Based on press reporting (CNBC, citing the Wall Street Journal); neither NVIDIA nor OpenAI had issued a primary confirming statement as of the report date. Included to show the proposed $100 billion deal's status continuing to evolve, not as a confirmed commitment.

Nvidia and OpenAI in talks for up to $250 billion backstop to fund AI infrastructure plans ↗
Broadcom supplies silicon implementation and networking for the custom chips of OpenAI
SuppliesDated / announced
OpenAI said Broadcom provides the silicon implementation, manufacturing and Tomahawk networking behind Jalapeno, OpenAI's first custom inference accelerator, with initial deployment targeted by the end of 2026.

Source: 2026-06-24 · reviewed 2026-09-24

Evidence: Primary-source statement · Announced; not confirmed operating

Limits: Announcement of a chip and a deployment target. It does not establish that any Jalapeno units have been produced or installed, the volumes or prices involved, or that Broadcom is OpenAI's only silicon partner.

OpenAI and Broadcom unveil LLM-optimized inference chip ↗
Thrive Capital invested approximately $1 billion in OpenAI
Invested inDated / announced
Thrive Capital is reported to have invested approximately $1 billion in OpenAI at a $285 billion valuation.

Source: 2026-02-25 · reviewed 2026-09-21

Evidence: Secondary reporting (unconfirmed by primary parties) · Reported investment, February 2026

Limits: Based on a single media report citing an unnamed source; neither Thrive Capital nor OpenAI has confirmed the amount or valuation on the record. Thrive was also OpenAI's sole investor in a separate, much smaller 2022 round, so this is one of several distinct Thrive-OpenAI investments, not the whole relationship.

Thrive Capital invested about $1 billion in OpenAI at a $285 billion valuation, source says ↗
Snowflake integrates models from OpenAI
Partners withDated / announced
Snowflake and OpenAI established a $200 million multi-year agreement, reported in February 2026, to integrate OpenAI models such as GPT-5.2 into Snowflake Cortex AI for joint enterprise customers.

Source: 2026-02-02 · reviewed 2026-09-20

Evidence: Secondary reporting (unconfirmed by primary parties) · Announced

Limits: This confirms the reported deal size and product integration; it does not prove exclusivity or disclose usage volumes flowing through the partnership since it was announced.

Snowflake, OpenAI ink $200 million multi-year partnership ↗
Cerebras Systems providing over $10 billion of AI inference compute capacity to OpenAI OpenAI
Provides computing capacity toDated / announced
OpenAI signed a compute deal reported to be worth more than $10 billion for AI inference capacity from Cerebras, disclosed ahead of Cerebras' 2026 IPO.

Source: 2026-01-14 · reviewed 2026-09-20

Evidence: Secondary reporting (unconfirmed by primary parties) · Reported signed deal; not confirmed via a joint OpenAI/Cerebras press release as of the review date

Limits: Based on media reporting citing people familiar with the matter; deal value, contract length and delivery schedule are not independently confirmed by an OpenAI or Cerebras statement.

Cerebras scores OpenAI deal worth over $10 billion ahead of AI chipmaker's IPO ↗
SoftBank Group invested in OpenAI
Invested inDated / announced
SoftBank Group completed a $22.5 billion second-closing investment in OpenAI on December 26, 2025, following a $7.5 billion first closing in April 2025 -- $30 billion invested directly by SoftBank in total. Combined with $11 billion from third-party co-investors, the round totaled $41 billion, per SoftBank's own release published December 31, 2025.

Source: 2025-12-31 · reviewed 2026-09-17

Evidence: Primary-source statement · Second closing completed December 26, 2025; investment reported completed per SoftBank's December 31, 2025 release.

Limits: Reflects SoftBank's own disclosed completion of this tranche; does not establish a current total ownership percentage of OpenAI.

Completion of additional $22.5 billion investment in OpenAI ↗
NVIDIA reported status update on proposed investment in OpenAI
Partners withDated / announced
NVIDIA's chief financial officer said in December 2025 that the $100 billion investment framework announced with OpenAI in September 2025 (see R016) remained a non-binding letter of intent with no definitive agreement signed, and that OpenAI was still buying NVIDIA compute indirectly through cloud providers such as Oracle and Microsoft rather than purchasing directly from NVIDIA.

Source: 2025-12-02 · reviewed 2026-09-17

Evidence: Secondary reporting of an on-record executive statement · Status update reported

Limits: The CFO's remarks were made on the record at a financial conference; this record relies on DataCenterDynamics's report of them rather than a company press release, transcript or webcast we have located. Reclassified in V2.1 from 'Primary-source statement' to a distinct evidence class once it was flagged that the field did not match this caveat. Supersedes R016 as the most current confirmed status at the time of this audit.

NVIDIA CFO says $100bn OpenAI deal has yet to complete ↗
Hon Hai (Foxconn) partners to co-design and manufacture AI data center hardware in the US OpenAI
Partners withDated / announced
Hon Hai (Foxconn) and OpenAI announced a partnership to co-design successive generations of AI data center hardware — including cabling, networking, cooling and power systems — and manufacture them in the United States, announced November 21, 2025.

Source: 2025-11-21 · reviewed 2026-09-20

Evidence: Primary-source statement · Announced collaboration, no purchase commitment yet per both parties

Limits: Both companies state the agreement does not include purchase commitments; OpenAI holds only an option to evaluate and purchase resulting systems, so no current supply volume or revenue is established.

Hon Hai Technology Group (Foxconn) and OpenAI Collaborate To Strengthen U.S. Manufacturing Across AI Supply Chain ↗
Amazon Web Services agreed to supply NVIDIA GPU capacity to OpenAI
Provides computing capacity toDated / announced
OpenAI said it signed a $38 billion, seven-year agreement for AWS compute giving it access to hundreds of thousands of NVIDIA GB200 and GB300 GPUs, with all capacity targeted for deployment before the end of 2026.

Source: 2025-11-03 · reviewed 2026-09-24

Evidence: Primary-source statement · Announced; not confirmed operating

Limits: A contract announcement with a deployment target. It does not establish how much capacity is live today, how much OpenAI has paid, or that the $38 billion figure reflects committed minimums rather than expected spend.

AWS and OpenAI announce multi-year strategic partnership ↗
Microsoft provides computing capacity to OpenAI
Provides computing capacity toDated / announced
As part of OpenAI's for-profit restructuring, Microsoft holds a 27% stake in OpenAI Group PBC (about $135 billion) and OpenAI is contracted to purchase an incremental $250 billion of Microsoft's Azure cloud services, though Microsoft no longer holds right of first refusal on OpenAI's cloud compute.

Source: 2025-10-28 · reviewed 2026-09-22

Evidence: Secondary reporting of an on-record executive statement · Historical / announced

Limits: Does not establish that the $250 billion has been spent, only contracted; OpenAI now also sources compute from AWS, Oracle, Google Cloud and CoreWeave.

OpenAI completes for-profit move, Microsoft given 27% stake and $250bn Azure contract but no longer has cloud right of first refusal ↗
Broadcom co-developing 10 gigawatts of OpenAI-designed custom AI accelerators OpenAI
Co-develops withDated / announced
OpenAI and Broadcom announced a strategic collaboration to co-develop and deploy 10 gigawatts of OpenAI-designed AI accelerators together with Broadcom Ethernet networking, with rack deployment targeted from the second half of 2026 through 2029.

Source: 2025-10-13 · reviewed 2026-09-20

Evidence: Primary-source statement · Definitive collaboration announced; deployment phased 2026-2029

Limits: Confirms a signed co-development and deployment plan; does not confirm current shipped accelerator volume, contract dollar value, or exclusivity.

OpenAI and Broadcom announce strategic collaboration to deploy 10 gigawatts of OpenAI-designed AI accelerators ↗
AMD deploying 6 gigawatts of AMD GPUs for OpenAI compute OpenAI
Partners withDated / announced
AMD and OpenAI announced a strategic partnership under which OpenAI will deploy up to 6 gigawatts of AMD Instinct GPUs across multiple hardware generations, beginning with 1 gigawatt of MI450 series GPUs in the second half of 2026.

Source: 2025-10-06 · reviewed 2026-09-20

Evidence: Primary-source statement · Definitive agreement announced; first tranche (1GW MI450) targeted for H2 2026 deployment

Limits: Confirms a signed commercial agreement and associated warrant; does not confirm completed deployment, delivered GPU volumes, or OpenAI's total realized compute spend.

AMD and OpenAI announce strategic partnership to deploy 6 gigawatts of AMD GPUs ↗
SK hynix agreed to supply memory chips to OpenAI
SuppliesDated / announced
OpenAI said SK hynix and Samsung plan to scale advanced memory production for Stargate, targeting 900,000 DRAM wafer starts per month at an accelerated capacity rollout.

Source: 2025-10-01 · reviewed 2026-09-24

Evidence: Primary-source statement · Announced; not confirmed operating

Limits: A stated production target announced alongside letters of intent, not a purchase order. It does not establish that any wafers have been produced or delivered for Stargate, the price, the split between SK hynix and Samsung, or that the target has been met.

Samsung and SK join OpenAI's Stargate initiative to advance global AI infrastructure ↗
CoreWeave expanded compute agreement with OpenAI
Provides computing capacity toDated / announced
CoreWeave announced an additional OpenAI agreement worth up to $6.5 billion, bringing announced agreements to about $22.4 billion at that date.

Source: 2025-09-25 · reviewed 2026-09-17

Evidence: Primary-source statement · Contract expansion announced

Limits: Dated announced contract value, not recognized revenue, delivered capacity or current remaining backlog.

CoreWeave expands OpenAI agreement ↗
Databricks integrates models from OpenAI
Partners withDated / announced
Databricks and OpenAI announced a partnership on September 25, 2025 to bring OpenAI's frontier models into Databricks' Agent Bricks product for enterprise customers.

Source: 2025-09-25 · reviewed 2026-09-20

Evidence: Primary-source statement · Announced

Limits: This confirms the announced product integration; it does not disclose contract value, exclusivity, or the volume of OpenAI model usage flowing through Databricks since launch.

Databricks and OpenAI Launch Groundbreaking Partnership to Bring Frontier Intelligence to Enterprises with Databricks Agent Bricks ↗
SoftBank Group co-develops Stargate data-center sites with OpenAI
Provides infrastructure toDated / announced
OpenAI, Oracle and SoftBank announced five additional U.S. Stargate data-center sites as part of their joint effort to build out AI computing infrastructure.

Source: 2025-09-24 · reviewed 2026-09-17

Evidence: Primary-source statement · Announced plan

Limits: Site-selection and buildout announcement; does not establish which sites are operating or their current capacity.

OpenAI, Oracle and SoftBank expand Stargate with five new AI data center sites ↗
Oracle co-develops Stargate data-center sites with OpenAI
Provides infrastructure toDated / announced
Oracle, OpenAI and SoftBank announced five additional U.S. Stargate data-center sites, and separately Oracle and OpenAI advanced a 4.5-gigawatt data-center partnership.

Source: 2025-09-23 · reviewed 2026-09-17

Evidence: Primary-source statement · Announced plan

Limits: Adds Oracle's specific role in Stargate beyond the 2024 Azure-capacity arrangement already recorded in R019; does not establish current operating capacity. Source date corrected in V2.1 to match OpenAI's own byline (September 23, 2025) on the cited page; SoftBank's own parallel release of the same news (cited in R067) carries SoftBank's date of September 24, 2025 -- the two companies published a day apart, which is not an error in either record.

OpenAI, Oracle and SoftBank expand Stargate with five new AI data center sites ↗
OpenAI proposed compute partnership with NVIDIA
Partners withDated / announced
OpenAI and NVIDIA announced a 10 GW deployment letter of intent.

Source: 2025-09-22 · reviewed 2026-09-17

Evidence: Primary-source statement · Letter of intent

Limits: Historical proposal. Final terms and current deployment status need a newer source.

OpenAI and NVIDIA letter of intent ↗
NVIDIA proposed investment in OpenAI
Invested inDated / announced
NVIDIA intended staged investment of up to $100 billion in OpenAI.

Source: 2025-09-22 · reviewed 2026-09-17

Evidence: Primary-source statement · Letter of intent

Limits: Not $100 billion paid or an unconditional completed investment. Current terms require rechecking.

OpenAI and NVIDIA letter of intent ↗
OpenAI was a data-labeling customer of, now discontinuing Scale AI
Buys fromDated / announced
OpenAI was a paying customer of Scale AI's data-labeling services and began winding down its contracts with Scale AI within days of Meta's June 2025 investment in Scale AI, though OpenAI stated it had already been reducing reliance on Scale AI beforehand.

Source: 2025-06-18 · reviewed 2026-09-20

Evidence: Secondary reporting of an on-record executive statement · Discontinuing as of June 2025, per reporting that includes OpenAI's own characterization of its reduced reliance

Limits: Does not establish original contract value, start date of the OpenAI-Scale AI relationship, or the exact date data-labeling work fully ended.

OpenAI is winding down its work with Scale AI, whose founder is joining Meta ↗
Cisco Systems joined the Stargate UAE consortium with OpenAI
Partners withDated / announced
Cisco said it joined the Stargate UAE consortium with G42, OpenAI, Oracle, NVIDIA and SoftBank Group, providing networking, security and observability for a 1 GW Abu Dhabi campus with an initial 200 MW targeted for 2026.

Source: 2025-05-22 · reviewed 2026-09-24

Evidence: Primary-source statement · Announced; not confirmed operating

Limits: A consortium announcement with a capacity target. It does not establish that any Cisco equipment has been ordered or installed, the contract value, or that the 200 MW first phase was delivered.

Cisco Joins Stargate UAE Initiative ↗
CoreWeave agreed to provide compute to OpenAI
Provides computing capacity toDated / announced
CoreWeave announced an OpenAI contract worth up to $11.9 billion.

Source: 2025-03-10 · reviewed 2026-09-17

Evidence: Primary-source statement · Contract announced

Limits: Initial March 2025 agreement only. Not current total backlog, recognized revenue or delivered capacity.

CoreWeave agreement with OpenAI ↗
OpenAI was to receive equity in CoreWeave
Invested inDated / announced
OpenAI was to receive $350 million of CoreWeave stock under the agreement.

Source: 2025-03-10 · reviewed 2026-09-17

Evidence: Primary-source statement · Equity issuance announced

Limits: Do not describe the stock issuance as a cash investment or proof of a current holding.

CoreWeave agreement with OpenAI ↗
MGX was a founding equity funder of Stargate alongside OpenAI
Invested inDated / announced
MGX is named as one of Stargate's initial equity funders alongside SoftBank, OpenAI and Oracle, committing to a $500B, four-year AI-infrastructure build-out with $100B deployed immediately.

Source: 2025-01-21 · reviewed 2026-09-21

Evidence: Primary-source statement · Announced as initial equity funder, January 2025

Limits: Individual funders' specific contribution amounts are not disclosed; only the collective $500B/$100B figures are given.

Announcing the Stargate Project ↗
OpenAI co-led an investment in Physical Intelligence
Invested inDated / announced
OpenAI participated alongside Jeff Bezos in a $400 million funding round for Physical Intelligence announced in November 2024 that valued the robotics-AI startup at $2.4 billion.

Source: 2024-11-04 · reviewed 2026-09-20

Evidence: Secondary reporting of an on-record executive statement · Completed funding round, November 2024

Limits: The source does not disclose OpenAI's exact investment amount within the $400 million round, resulting ownership percentage, or any product/technology integration between the two companies.

Jeff Bezos and OpenAI invest in robot startup Physical Intelligence at $2.4 billion valuation ↗
Oracle announced compute capacity for OpenAI
Provides computing capacity toDated / announced
Oracle announced additional capacity for OpenAI through Azure.

Source: 2024-06-11 · reviewed 2026-09-17

Evidence: Primary-source statement · Contract announced

Limits: Captures the 2024 arrangement, not all later Oracle or Stargate contracts.

OpenAI selects Oracle capacity through Azure ↗
Microsoft announced cloud arrangement for OpenAI
Partners withDated / announced
The Azure platform was to extend OpenAI capacity onto Oracle infrastructure.

Source: 2024-06-11 · reviewed 2026-09-17

Evidence: Primary-source statement · Contract announced

Limits: Not evidence of exclusivity or the current full cloud contract.

OpenAI selects Oracle capacity through Azure ↗
OpenAI invested in through its Startup Fund 1X Technologies
Invested inDated / announced
OpenAI's Startup Fund participated in 1X Technologies' Series A2 and Series B funding rounds, including a $100 million Series B announced January 11, 2024.

Source: 2024-01-11 · reviewed 2026-09-20

Evidence: Primary-source statement · Completed funding rounds, 2023-2024

Limits: The source does not disclose OpenAI's exact investment amount, current ownership stake, or whether OpenAI remains an active investor given its own in-house robotics efforts.

1X Secures $100M in Series B Funding ↗
Founders Fund invested in OpenAI
Invested inDated / announced
Founders Fund lists OpenAI on its own portfolio page as an investment; it has invested across multiple OpenAI funding rounds without a single disclosed aggregate amount.

Source: Source undated · reviewed 2026-09-21

Evidence: Primary-source statement · Ongoing portfolio holding, multiple rounds

Limits: The portfolio page does not disclose specific round dates or amounts; per-round detail was not independently verified for this record.

Founders Fund portfolio ↗

Comparisons (14)

Google DeepMind competes with OpenAI
Competes withComparison only
Reporting describes Google DeepMind's Gemini models as competing with OpenAI and Anthropic for frontier AI model performance and market position.

Source: 2026-08-12 · reviewed 2026-09-20

Evidence: Analytical comparison · Reported operating

Limits: Reflects overlapping product categories and press characterization, not a market-share or revenue comparison.

Google DeepMind: Koray Kavukcuoglu takes over in frontier AI push ↗
Moonshot AI competes with OpenAI
Competes withComparison only
Coverage of Moonshot AI's Kimi K3 model describes it as narrowing benchmark performance gaps with proprietary US models from companies such as OpenAI.

Source: 2026-07-17 · reviewed 2026-09-20

Evidence: Analytical comparison · Reported operating

Limits: Benchmark performance comparisons do not establish market share, revenue, or overall product superiority.

Who is Zhilin Yang? Head of Moonshot AI in focus as Kimi K3 closes gap on US models ↗
SpaceXAI (formerly xAI) competes with OpenAI
Competes withComparison only
Network World reported on July 7, 2026 that SpaceXAI is positioning Grok and its Colossus infrastructure against established AI providers including OpenAI.

Source: 2026-07-07 · reviewed 2026-09-24

Evidence: Analytical comparison · Product/market overlap

Limits: A market-overlap comparison drawn from trade analysis, not from either company. It does not measure relative market share, revenue, model quality or customer switching, and neither party has stated that it competes with the other.

SpaceXAI wants to compete on AI infrastructure, not just AI models ↗
Anthropic competes for enterprise model spending with OpenAI
Competes withComparison only
Menlo Ventures' enterprise survey reported Anthropic at 40 percent and OpenAI at 27 percent of enterprise LLM API spending in 2025, describing them as the two largest providers in the same market.

Source: 2025-12-09 · reviewed 2026-09-24

Evidence: Analytical comparison · Product/market overlap

Limits: Survey-based estimates from a venture firm that invests in the sector, covering enterprise API spending only. They are not audited revenue figures and say nothing about consumer products, compute costs or profitability.

2025: The State of Generative AI in the Enterprise ↗
Meta Platforms competes in frontier models with OpenAI
Competes withComparison only
TechCrunch described Meta's Llama models as competing with OpenAI's, citing LiveCodeBench coding scores of about 40 percent for Llama 4 Maverick against about 85 percent for OpenAI's GPT-5 high, and noted Llama's distinguishing feature is that its weights can be downloaded.

Source: 2025-10-06 · reviewed 2026-09-24

Evidence: Analytical comparison · Product/market overlap

Limits: A benchmark comparison on one coding test as of October 2025, not a commercial relationship and not a general capability ranking. Benchmark scores change with each model release and do not establish market share, revenue or developer adoption.

Meta Llama: Everything you need to know about the open generative AI model ↗
DeepSeek competes with OpenAI
Competes withComparison only
DeepSeek's low-cost, open-weight models are widely reported as directly competing with OpenAI's and other US labs' proprietary models on cost and capability.

Source: Source undated · reviewed 2026-09-20

Evidence: Analytical comparison · Reported operating

Limits: Based on overlapping product categories (general-purpose LLMs), not on a market-share or revenue comparison.

DeepSeek | Rise, Technologies, Impact, & Global Response ↗
Safe Superintelligence competes with OpenAI
Competes withComparison only
Safe Superintelligence, founded by OpenAI's former chief scientist, is widely characterized as a competing frontier AI research effort pursuing artificial superintelligence.

Source: Source undated · reviewed 2026-09-20

Evidence: Analytical comparison · Reported operating

Limits: SSI has released no public product to directly compare against OpenAI's; this reflects overlapping research goals rather than product-market competition.

Safe Superintelligence Inc. ↗
Character.AI competes with OpenAI
Competes withComparison only
Character.AI's role-play chatbot platform and OpenAI's ChatGPT both compete for consumer conversational-AI and AI-companion usage.

Source: Source undated · reviewed 2026-09-20

Evidence: Analytical comparison · Ongoing

Limits: Does not establish market share or revenue comparison.

Character.AI company overview ↗
Runway competes with OpenAI
Competes withComparison only
Runway's Gen video-generation models and OpenAI's Sora both compete in the text-to-video AI generation market.

Source: Source undated · reviewed 2026-09-20

Evidence: Analytical comparison · Ongoing

Limits: Does not establish market share or revenue comparison.

Runway company overview ↗
Black Forest Labs competes with OpenAI
Competes withComparison only
Black Forest Labs' FLUX models and OpenAI's image-generation models compete in the text-to-image generation market.

Source: Source undated · reviewed 2026-09-20

Evidence: Analytical comparison · Ongoing

Limits: Does not establish market share or revenue comparison.

Black Forest Labs company overview ↗
ElevenLabs competes with OpenAI
Competes withComparison only
ElevenLabs' voice-generation and voice-agent products compete with OpenAI's voice APIs and Advanced Voice Mode in the AI voice/speech market.

Source: Source undated · reviewed 2026-09-20

Evidence: Analytical comparison · Ongoing

Limits: Does not establish market share or revenue comparison.

ElevenLabs company overview ↗
Zhipu AI competes with OpenAI
Competes withComparison only
Zhipu AI's GLM models and OpenAI's GPT models compete as general-purpose large language model offerings, with Zhipu positioned as a Chinese domestic alternative.

Source: Source undated · reviewed 2026-09-20

Evidence: Analytical comparison · Ongoing

Limits: Does not establish market share, revenue comparison, or performance benchmarking.

Z.ai ↗
MiniMax competes with OpenAI
Competes withComparison only
MiniMax's language and multimodal models compete with OpenAI's models as general-purpose foundation-model offerings.

Source: Source undated · reviewed 2026-09-20

Evidence: Analytical comparison · Ongoing

Limits: Does not establish market share or revenue comparison.

MiniMax (company) ↗
Cognition competes with OpenAI's Codex coding agent OpenAI
Competes withComparison only
Independent product comparisons published in 2026 evaluate Cognition's Devin against OpenAI's Codex as competing autonomous AI coding-agent products.

Source: Source undated · reviewed 2026-09-20

Evidence: Analytical comparison · Ongoing market competition

Limits: Reflects third-party product comparisons, not a statement by either company; does not establish market share or relative performance.

OpenAI Codex vs Devin (2026): Which is Better? ↗
Evidence for this profile

OpenAI structure ↗
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Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.22, released .