OpenAI has committed billions to recent chip deals. Some big names have been left out

January 16, 2026

TL;DR

OpenAI announced a $10 billion deal with chipmaker Cerebras for AI chips.
OpenAI has previously inked agreements with Nvidia, AMD, and Broadcom, committing over $1.4 trillion in infrastructure deals.
Nvidia has committed $100 billion to support OpenAI's infrastructure build-out, aiming for 10 gigawatts of systems.
OpenAI plans to deploy six gigawatts of AMD's GPUs and received a warrant for up to 10% of AMD's common stock.
OpenAI and Broadcom are collaborating on custom AI chips (XPUs) with a goal to deploy 10 gigawatts by the end of 2029.
OpenAI signed a $38 billion cloud deal with Amazon Web Services.
Google Cloud supplies OpenAI with computing capacity, but OpenAI has no plans to use Google's in-house tensor processing units.
Intel had a previous opportunity to invest in and supply OpenAI but declined.

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