Overview

• OpenAI announced a new AMD agreement for chips drawing up to six gigawatts and previously disclosed access to roughly 10 gigawatts of Nvidia GPUs, with Business Insider tallying this year’s partnerships at over $1 trillion in value.
• Altman said he has shifted from opposing vertical integration to wanting more control of OpenAI’s supply chain, arguing the company must do more in-house to deliver on its mission.
• The CEO signaled more partnerships are coming, describing an aggressive infrastructure bet designed to support anticipated advances in model capabilities.
• OpenAI says recent deals are structured to be funded by its own revenues; The Information reported $4.3 billion in revenue and a $13.5 billion net loss in the first half of 2025.
• OpenAI urged EU competition officials to address platform lock-in and data access, alleging Google dictates access to key datasets, as a Thrive Capital partner said major tech firms are targeting OpenAI as a threat.