THE FRONTIER SIGNALSHow does OpenAI fit into the AI industry?
Frontier models and applications. Microsoft remains a major shareholder and primary cloud partner under the April 2026 agreement.
What is its role?
Models. This profile covers selected relationships, not every business activity.
Last verified: 2026-09-26T00:30:09.697Z.
How large is the company?
$852 billion · private financing valuation · 2026-03-31. OpenAI · Funding round ↗
Who is it connected to?
- AMD → OpenAI · Supply
Planned deployment of 6 GW of AMD GPUs; announced October 2025.
AMD · OpenAI partnership ↗ - Microsoft → OpenAI · Investment
Microsoft remains a major shareholder under the amended agreement.
Microsoft · Updated OpenAI agreement ↗ - Microsoft → OpenAI · Partnership
Amended cloud and intellectual-property arrangements.
Microsoft · Updated OpenAI agreement ↗ - NVIDIA → OpenAI · Investment
NVIDIA is an anchor investor in the announced funding round.
OpenAI · Funding round ↗ - Amazon → OpenAI · Investment
Amazon is an anchor investor in the announced funding round.
OpenAI · Funding round ↗ - NVIDIA → OpenAI · Supply
OpenAI describes NVIDIA as the foundation of training and most inference.
OpenAI · Funding round ↗
Values use different dates and bases. Parent and subsidiary values must not be added as independent exposures.