OpenAI partners with Cerebras for 750MW of high-speed AI compute
OpenAI has announced a partnership with Cerebras Systems to add 750MW of AI compute capacity. The collaboration is aimed at reducing inference latency and improving response speeds for ChatGPT and other real-time AI workloads. Cerebras is known for its wafer-scale chip architecture optimized for fast inference.
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OpenAI and Broadcom Announce Strategic Collaboration to Deploy 10 GW of OpenAI-Designed AI Accelerators
OpenAI and Broadcom have announced a multi-year strategic partnership targeting deployment of 10 gigawatts of OpenAI-designed AI accelerators by 2029. The collaboration involves co-developing next-generation AI accelerator systems and Ethernet networking solutions aimed at scalable, energy-efficient AI infrastructure. This represents OpenAI's continued push into custom silicon, reducing dependence on third-party chip suppliers like NVIDIA.
OpenAI and NVIDIA Announce Strategic Partnership to Deploy 10 Gigawatts of AI Datacenters
OpenAI and NVIDIA have announced a strategic partnership targeting deployment of 10 gigawatts of AI datacenter capacity powered by NVIDIA systems. The first phase of the buildout is scheduled to launch in 2026. This represents a major infrastructure commitment between two of the most prominent organizations in AI compute and model development.
OpenAI and SoftBank Group Partner with SB Energy for Multi-Gigawatt AI Data Center Campuses
OpenAI and SoftBank Group have announced a partnership with SB Energy to develop multi-gigawatt AI data center campuses. The initiative includes a 1.2 GW facility in Texas that will support the Stargate project. This represents a major infrastructure investment aimed at scaling AI compute capacity.
AMD and OpenAI Announce Strategic Partnership to Deploy 6 Gigawatts of AMD GPUs
AMD and OpenAI have entered a multi-year strategic partnership to deploy 6 gigawatts of AMD Instinct GPUs for OpenAI's AI infrastructure, with 1 gigawatt planned for 2026. The deal represents a significant diversification of OpenAI's compute supply beyond its existing NVIDIA dependency. This is one of the largest publicly announced GPU deployment commitments in the industry.
Data Points: OpenAI and Microsoft sever their exclusive relationship
This edition of The Batch covers several major AI industry developments: OpenAI has revised its partnership with Microsoft, ending exclusivity while retaining Microsoft as primary cloud partner through 2032 and gaining freedom to deploy on AWS and Google Cloud. DeepSeek released V4 model weights featuring 1M-token context and Huawei Ascend chip optimization, though it trails leading open and closed models on aggregate benchmarks. Google and Amazon are deepening investments in Anthropic with up to $40B and $25B respectively in funding-for-compute deals, and an agentic AI system autonomously designed a functional RISC-V CPU from a 219-word spec in 12 hours.
Accelerating the next phase of AI
OpenAI has raised $122 billion in new funding, marking one of the largest capital raises in AI history. The funds are earmarked for expanding frontier AI development globally, investing in next-generation compute infrastructure, and scaling to meet growing demand for ChatGPT, Codex, and enterprise AI products. The announcement signals continued aggressive investment in AI infrastructure and model development at the frontier.
Building the compute infrastructure for the Intelligence Age
OpenAI is scaling its Stargate initiative to expand compute infrastructure aimed at supporting AGI development. The announcement describes new data center capacity additions to meet growing AI demand. This represents a continuation of OpenAI's large-scale infrastructure buildout strategy under the Stargate program.
OpenAI and Oracle Expand Stargate with 4.5 GW U.S. Data Center Partnership
OpenAI and Oracle have signed an agreement to develop 4.5 gigawatts of additional Stargate data center capacity in the United States. The deal represents a major infrastructure expansion for OpenAI's Stargate platform, which is positioned as the long-term backbone for delivering AI at scale. The announcement emphasizes job creation, U.S. reindustrialization, and domestic AI leadership.