Which proposed company relationships were verified?

Verified October 4, 2026. Existing historical source dates retained where not rechecked.

Organization candidates

• nvidia-openai-loi: Changed / narrowed — NVIDIA outlined a historical, conditional investment of up to $100B in OpenAI. Historical LOI up to$100B as10GW deployed. Do not add to later$30B round. Source ↗.

• nvidia-openai-2026: Verified — NVIDIA announced a $30B investment in OpenAI. $30B investment announced;3GW inference+2GWtraining Rubin compute, dollar supply price undisclosed. Completion not independently verified here. Source ↗.

• amd-openai-supply: Verified — AMD signed an agreement to supply OpenAI with 6 GW of GPUs. 6GW multi-generation agreement; projected revenue not contract value. Source ↗.

• amd-openai-warrant: Changed / narrowed — AMD issued OpenAI a purchase-dependent warrant for up to 160M AMD shares. AMD issued OpenAI warrant for up to160M AMD shares at$0.01. Issued not fully vested. Purchase and share-price milestones. Warrant incentive NOT AMD buying OpenAI shares. Source ↗.

• oracle-openai: Changed / narrowed — Oracle reportedly signed about $300B of computing services for OpenAI over roughly five years. Reuters citing WSJ reported contract roughly5years. Primary confirms4.5GW agreement, not dollar amount: https://openai.com/index/stargate-advances-with-partnership-with-oracle/ Source ↗.

• coreweave-openai: Verified — CoreWeave contracted up to $22.4B of cumulative computing services for OpenAI. Up to cumulative$22.4B=11.9BMarch+4BMay+6.5BSep; do not also sum component edges. Source ↗.

• nvidia-coreweave-investment: Verified — NVIDIA completed a $2B share purchase in CoreWeave. Cash share purchase completed Jan23,22,935,780shares at$87.20. Not total lifetime stake. Source ↗.

• nvidia-coreweave-supply: Verified — CoreWeave agreed to expand its deployment of NVIDIA platforms. Expanded rollout NVIDIA platforms,priceundisclosed; do not claim fullydelivered. Source ↗.

• coreweave-nvidia-capacity: Verified — CoreWeave agreed to provide NVIDIA with residual unsold cloud capacity. Initial order value; NVIDIA gets residual unsold cloud capacity; provider direction CoreWeave→NVIDIA, not reverse. Source ↗.

• broadcom-openai: Verified — Broadcom and OpenAI agreed to develop 10 GW of custom AI accelerators. 10GW custom accelerators+Ethernet,secondhalf2026 through2029,target not delivery. Source ↗.

• broadcom-google: Verified — Broadcom signed a long-term agreement to develop and supply Google TPUs. TPU development/supply+networking throughup to2031. Also3.5GWAnthropicthroughBroadcomfrom2027 subjectcommercialperformance; dollaramountundisclosed. Source ↗.

• tsmc-nvidia: Verified — TSMC began producing NVIDIA Blackwell wafers in Arizona. Blackwellwafer Arizona volumeproduction. Source ↗.

• tsmc-amd: Verified — TSMC produced AMD Venice silicon on its N2 process. VeniceN2 silicon produced;fifthgenEPYCArizona validation. Narrowlabelratherthanallplannedvolume. Source ↗.

• tsmc-broadcom: Verified — TSMC manufactured approximately 95% of Broadcom’s outsourced wafers in FY2025. FY2025~95%outsourcedwafersbyTSMC. Dateisfiscalperiodendnotagreementdate. Source ↗.

• tsmc-amazon: Changed / narrowed — TSMC supplied advanced packaging used for Amazon Trainium production. AWSconfirmsTrainiumCoWoS packagingthroughsuccessfulproduction. Narrowedfromallfabrication. Source ↗.

• microsoft-openai-ownership: Changed / narrowed — Microsoft held about 27% of OpenAI following its October 2025 recapitalization. 27%asconverteddiluted snapshotfollowingrecap.135Bstakevaluationnotcashinvested, neverdealvalue. Source ↗.

• microsoft-openai-compute: Verified — OpenAI contracted an incremental $250B in Microsoft Azure services. IncrementalcontractedAzureservices;notannualexpenseorpaidcash. Source ↗.

• softbank-openai: Verified — SoftBank completed its $30B follow-on investment in OpenAI. Completed2026followon30B,lasttranche10B;alltimecumulative64.6B/~13%stake.Chooseonebasis,neversumcumulativeandround. Source ↗.

• microsoft-anthropic-investment: Verified — Microsoft committed to invest up to $5B in Anthropic. Up to commitment,notreceivedproof. Source ↗.

• nvidia-anthropic-investment: Verified — NVIDIA committed to invest up to $10B in Anthropic. Up to commitment,notreceivedproof. Source ↗.

• microsoft-anthropic-compute: Verified — Anthropic committed to purchase $30B of Microsoft Azure computing. AnthropicAzurecomputecommitment;additionalupto1GWnotpriced. NVIDIAtechpartnershipnotseparatelypriceddirectsupply. Source ↗.

• google-anthropic-investment: Verified — Google reportedly committed up to $40B to Anthropic, including $30B conditional on performance. Reuterscompanyconfirmation:10Bcommittednowcash+30Bconditionalonperformance.Up to40Bnotallpaid. Source ↗.

• meta-scale: Changed / narrowed — Meta acquired a minority stake in Scale AI; reporting puts the deal at $14.3B and 49%. Primaryconfirmsminorityinvestment/over29Bvaluation. APconfirms14.3Band49%https://apnews.com/article/4b55aabf7ea018e38ffdccb66e37cf26 .Keepreportedamount. Source ↗.

Government and people

• us-intel-investment: changed — The U.S. government closed its Intel equity agreement; Intel received $5.695B at closing. Total contractual disbursements, not cash received. $5.695B received at Aug 27 closing; $3.1748B Secure Enclave disbursements subject to program terms. 274,583,000 shares issued; 158,740,000 escrowed pending disbursements. Announced 9.9% at transaction date is not a verified current ownership percentage. Source ↗.

• us-openai-stargate-announcement: verified — The White House hosted OpenAI at the Stargate announcement. Documented public event; this edge does not represent U.S. government investment, approval of all projects or money paid. Source ↗.

• us-softbank-stargate-announcement: verified — The White House hosted SoftBank at the Stargate announcement. Documented public event; this edge does not represent U.S. government investment, approval of all projects or money paid. Source ↗.

• us-oracle-stargate-announcement: verified — The White House hosted Oracle at the Stargate announcement. Documented public event; this edge does not represent U.S. government investment, approval of all projects or money paid. Source ↗.

• us-nvidia-h20-revenue-expectation: changed — U.S. officials said they expected 15% of licensed NVIDIA H20 China revenue. Historical announced expectation, not a verified payment or current statutory rate. NVIDIA's July 2025 quarter filing said no codifying regulation had been published. Source ↗.

• us-amd-mi308-revenue-expectation: changed — U.S. officials said they expected 15% of licensed AMD MI308 China revenue. Historical announced expectation; AMD's 2025 10-K says no establishing regulation had been published as of that filing. No payment amount verified. Source ↗.

• us-china-advanced-chip-controls: verified — BIS strengthened advanced-chip export controls and foundry due-diligence requirements targeting diversion to China. Historical regulatory action; scope is specific controlled items and destinations, not a ban on all chips. This record does not claim to summarize every later amendment. Source ↗.

• china-nvidia-h20-inquiry: verified — China's cyberspace regulator requested NVIDIA evidence about H20 security risks. The meeting and information request occurred. This is not a finding that a backdoor exists or a completed investigation. Source ↗.

• china-nvidia-mellanox-probe: verified — China's market regulator announced further investigation of NVIDIA's compliance with Mellanox acquisition conditions. SAMR announcement follows its preliminary investigation. Do not label as a final adjudication or completed penalty. Source ↗.

All eleven requested roles are documented in linked organization biographies; role dates mean observed, not appointed.

Dropped

• TSMC→Google direct fabrication: Not directly primary-verified; cannot infer direct contractual relationship from TSMC→Broadcom and Broadcom→Google.

• No Musk v. OpenAI litigation edge: current case posture not checked in this research pass. Do not infer ongoing status from old coverage.

• Do not create a China-to-DeepSeek policy edge merely to eliminate an unconnected node. No specific documented DeepSeek action verified here.

Existing catalyst records

AMD–World Labs: $8.2B all-stock signed acquisition; NVIDIA–Hugging Face: $11.9B consideration plus separate $1B retention; NVIDIA–Nscale: future $1B tranche. Stable corporate-event IDs are shared with Bubble watch.

Metric limits

Supplier-to-customer arrows show supply. Three-party money paths reverse those arrows. Warrants are incentives, excluded from three-party cash paths. Historical superseded records stay in the ledger but are excluded from loops and totals. Commitments cover different periods and are not cash paid or industry revenue. Unknown values remain null.