OpenAI

AI research lab and model developer behind GPT and frontier models.

ai infrastructure software research website ↗ AI Adjacency 51/100 Confidence 95%

United States
Updated 2026-09-09· researched 2026-09-12· next review 2026-09-19· listed 2026-09-09
⚠ research overdue — re-review queued

Why it matters to AI

OpenAI operates within the AI industrial ecosystem across ai infrastructure software, research. Its role sits downstream of 14 entities that depend on it and upstream of 2 dependencies.

AI Dependency Map

USES nvidia 0 src · 95%

PARTNERS_WITH microsoft 0 src · 90%

AI Impact Map

nvidia SUPPLIES 0 src · 95%

kubernetes USES 0 src · 80%

broadcom PARTNERS_WITH 0 src · 80%

chips-act-semiconductor-policy PARTNERS_WITH 1 src · 80%

andreessen-horowitz INVESTS_IN 1 src · 90%

sequoia-capital OWNS 1 src · 85%

common-crawl SUPPLIES 0 src · 90%

dell-technologies PARTNERS_WITH 0 src · 90%

kubernetes USED_BY 0 src· seed · 70%

mistral-ai COMPETES_WITH 0 src· seed · 85%

xai COMPETES_WITH 0 src· seed · 90%

deepseek COMPETES_WITH 0 src· seed · 85%

sam-altman OPERATES 0 src· seed · 97%

stargate PARTNERS_WITH 0 src· seed · 90%

Customers & Partners

kubernetes uses

microsoft partner

broadcom partner

chips-act-semiconductor-policy partner

dell-technologies partner

stargate partner

Competitors

mistral-ai 85%

xai 90%

deepseek 85%

Facilities

Green Technology energy project

Data Centers data center

Supercomputers facility

Ecosystem Map

Neighborhood grouped by layer — click any node to explore. Depth:

Claims & Evidence verified only

OpenAI has formally requested that the U.S. government expand the CHIPS Act's 35% Advanced Manufacturing Investment Credit (AMIC) to cover capital expenditures for AI infrastructure including data centers, server racks with GPUs, and power grid components.

✓ verified 90% confidence · 1 source(s)

OpenAI Pushes CHIPS Act Expansion for AI Infrastructure · I10x · rel 55% · hash 3c53989b

Andreessen Horowitz contributed $300,000,000 to OpenAI through the secondary market.

✓ verified 90% confidence · 1 source(s)

Top Investments by Andreessen Horowitz 2023 (A16z) · Eqvista · rel 55% · hash cabb737e

Sequoia's 2026 portfolio anchor holdings include OpenAI (~$500B valuation) and Stripe (~$159B valuation, ~13.5% stake worth ~$21.5B), with active AI bets in xAI ($50B, led $6.0B Series C Nov 2025), Figure AI ($2.6B), and Hugging Face ($4.5B).

✓ verified 85% confidence · 1 source(s)

Sequoia Portfolio 2026: $85B AUM, OpenAI & Stripe Stakes · Valueaddvc · rel 55% · hash 7df07d7a

Stargate commits hundreds of billions of dollars to US AI infrastructure buildout.

✓ verified 88% confidence · 1 source(s)

OpenAI Stargate announcement · company website · rel 80% · hash 060f5c87