# If OpenAI moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/openai · Facet: ripple · Updated: 2026-09-11T14:42:31.384562+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, OpenAI is directly linked to 10 companies (7 supply, 2 revenue, 3 investment relationships) and reaches 55 companies within two hops; the links are backed by 19 dated sources, 3 of them primary filings (as of 2026-09-11).

OpenAI's thesis is being the origin of the entire AI capex cycle. As the apex of generative-AI compute demand, it has committed to 10GW of NVIDIA systems ($100bn investment), 10GW of Broadcom co-designed custom accelerators (~$350bn) and $250bn of Microsoft Azure, and that capital flows down through Stargate and others into chips, memory, power and equipment. Being private, it has no stock, so its demand shows only in the surge of downstream suppliers (Samsung Electro-Mechanics, AT&S, Soitec). The key question is whether these astronomical commitments convert into actual financing, power and sites — the gap between commitment and execution is the biggest variable for the whole AI chain. Graph propagation: this node is a hub, both the terminus of demand and the starting point of upstream transmission.

## Demand chain (leading)
- T1 Intuit Inc. (https://valuechain.wiki/intuit.md)
- T1 Accenture plc (https://valuechain.wiki/accenture.md)
- T2 Corteva, Inc. (https://valuechain.wiki/corteva.md)

## Supply chain (benefiting)
- T1 Broadcom (https://valuechain.wiki/broadcom.md)
- T2 TSMC (https://valuechain.wiki/tsmc.md)
- T3 Applied Materials (https://valuechain.wiki/applied-materials.md)
- T3 Lam Research (https://valuechain.wiki/lam-research.md)
- T3 Siemens EDA (https://valuechain.wiki/siemens-eda.md)
- T3 SCREEN Holdings (https://valuechain.wiki/screen-holdings.md)
- T3 JSR Corporation (https://valuechain.wiki/jsr.md)
- T3 Lasertec (https://valuechain.wiki/lasertec.md)
- T3 Tokyo Ohka Kogyo (TOK) (https://valuechain.wiki/tokyo-ohka.md)
- T3 Disco Corporation (https://valuechain.wiki/disco.md)
- T3 Entegris (https://valuechain.wiki/entegris.md)
- T3 KLA (https://valuechain.wiki/kla.md)
- T3 Onto Innovation (https://valuechain.wiki/onto-innovation.md)
- T3 ASM International (https://valuechain.wiki/asm-international.md)
- T3 Resonac (https://valuechain.wiki/resonac.md)
- T3 Hitachi High-Tech (https://valuechain.wiki/hitachi-hightech.md)
- T3 BESI (https://valuechain.wiki/besi.md)
- T3 HPSP (https://valuechain.wiki/hpsp.md)
- T3 Tokyo Electron (TEL) (https://valuechain.wiki/tokyo-electron.md)
- T3 Shin-Etsu Chemical (https://valuechain.wiki/shin-etsu.md)
- T3 SUMCO Corporation (https://valuechain.wiki/sumco.md)
- T3 Synopsys (https://valuechain.wiki/synopsys.md)
- T3 Cadence Design Systems (https://valuechain.wiki/cadence.md)
- T3 GlobalWafers (https://valuechain.wiki/globalwafers.md)
- T3 Teradyne (https://valuechain.wiki/teradyne.md)
- T3 Advantest (https://valuechain.wiki/advantest.md)
- T3 Global Unichip (https://valuechain.wiki/global-unichip.md)
- T3 Ebara (https://valuechain.wiki/ebara.md)
- T3 Linde (https://valuechain.wiki/linde.md)
- T3 Air Liquide (https://valuechain.wiki/air-liquide.md)
- T3 Fujimi Incorporated (https://valuechain.wiki/fujimi.md)
- T3 Leeno Industrial (https://valuechain.wiki/leeno.md)
- T3 Photronics (https://valuechain.wiki/photronics.md)
- T3 ASML (https://valuechain.wiki/asml.md)
- T3 Qnity Electronics (https://valuechain.wiki/qnity-electronics.md)
- T3 EO Technics (https://valuechain.wiki/eo-technics.md)
- T2 SK hynix (https://valuechain.wiki/sk-hynix.md)
- T3 Hanmi Semiconductor (https://valuechain.wiki/hanmi-semiconductor.md)
- T3 ASMPT (https://valuechain.wiki/asmpt.md)
- T3 Hanwha Semitech (https://valuechain.wiki/hanwha-semitech.md)
- T3 Daeduck Electronics (https://valuechain.wiki/daeduck.md)
- T3 Hana Materials (https://valuechain.wiki/hana-materials.md)
- T3 Eugene Technology (https://valuechain.wiki/eugene-tech.md)
- T3 KC Tech (https://valuechain.wiki/kc-tech.md)
- T3 Simmtech (https://valuechain.wiki/simmtech.md)
- T3 S&S Tech (https://valuechain.wiki/sns-tech.md)
- T3 Nepes (https://valuechain.wiki/nepes.md)
- T3 ISC (https://valuechain.wiki/isc.md)
- T3 Park Systems (https://valuechain.wiki/park-systems.md)
- T3 Camtek (https://valuechain.wiki/camtek.md)
- T3 Wonik QnC (https://valuechain.wiki/wonik-qnc.md)
- T3 Uni Test (https://valuechain.wiki/unitest.md)
- T3 Dongjin Semichem (https://valuechain.wiki/dongjin-semichem.md)
- T3 Soulbrain (https://valuechain.wiki/soulbrain.md)
- T3 ENF Technology (https://valuechain.wiki/enf-technology.md)
- T3 Wonik IPS (https://valuechain.wiki/wonik-ips.md)
- T3 Jusung Engineering (https://valuechain.wiki/jusung-engineering.md)
- T3 Foosung (https://valuechain.wiki/foosung.md)
- T3 PSK Inc (https://valuechain.wiki/psk-inc.md)
- T3 SK Siltron (https://valuechain.wiki/sk-siltron.md)
- T3 SFA Semicon (https://valuechain.wiki/sfa-semicon.md)
- T3 Powertech Technology (PTI) (https://valuechain.wiki/powertech.md)
- T3 Hana Micron (https://valuechain.wiki/hana-micron.md)
- T3 Kokusai Electric (https://valuechain.wiki/kokusai-electric.md)
- T3 SK Square (https://valuechain.wiki/sk-square.md)
- T3 FormFactor (https://valuechain.wiki/formfactor.md)
- T3 Merck KGaA (EMD) (https://valuechain.wiki/merck-kgaa.md)
- T3 ACM Research (https://valuechain.wiki/acm-research.md)
- T3 Montage Technology (https://valuechain.wiki/montage.md)
- T3 Sumitomo Chemical (https://valuechain.wiki/sumitomo-chemical.md)
- T2 Samsung Electronics (https://valuechain.wiki/samsung-electronics.md)
- T3 MediaTek (https://valuechain.wiki/mediatek.md)
- T3 JCET (Jiangsu Changjiang Electronics) (https://valuechain.wiki/jcet.md)
- T3 Arm Holdings (https://valuechain.wiki/arm.md)
- T3 Samsung Electro-Mechanics (https://valuechain.wiki/samsung-electro-mechanics.md)
- T3 Cohu (https://valuechain.wiki/cohu.md)
- T3 LG Innotek (https://valuechain.wiki/lg-innotek.md)
- T3 Qorvo (https://valuechain.wiki/qorvo.md)
- T3 LG Display (https://valuechain.wiki/lg-display.md)
- T3 Arteris (https://valuechain.wiki/arteris.md)
- T3 Samsung E&A (https://valuechain.wiki/samsung-e-a.md)
- T3 Air Products and Chemicals (https://valuechain.wiki/air-products.md)
- T2 Micron Technology (https://valuechain.wiki/micron.md)
- T3 Ecopro HN (https://valuechain.wiki/ecopro-hn.md)
- T2 United Microelectronics (UMC) (https://valuechain.wiki/umc.md)
- T2 Keysight Technologies (https://valuechain.wiki/keysight.md)
- T2 Toppan Printing (https://valuechain.wiki/toppan-printing.md)
- T3 Hoya Corporation (https://valuechain.wiki/hoya.md)
- T3 AGC (https://valuechain.wiki/agc.md)
- T1 AMD (https://valuechain.wiki/amd.md)
- T2 GlobalFoundries (https://valuechain.wiki/globalfoundries.md)
- T3 Soitec (https://valuechain.wiki/soitec.md)
- T2 ASE Technology (https://valuechain.wiki/ase.md)
- T3 Kulicke & Soffa (https://valuechain.wiki/kulicke-soffa.md)
- T2 AT&S (https://valuechain.wiki/at-s.md)
- T3 Ajinomoto (https://valuechain.wiki/ajinomoto.md)
- T2 Shinko Electric Industries (https://valuechain.wiki/shinko.md)
- T2 Ibiden (https://valuechain.wiki/ibiden.md)
- T2 Monolithic Power (https://valuechain.wiki/monolithic-power.md)
- T2 Unimicron (https://valuechain.wiki/unimicron.md)
- T1 Microsoft (https://valuechain.wiki/microsoft.md)
- T2 Seagate Technology (https://valuechain.wiki/seagate.md)
- T3 Phison Electronics (https://valuechain.wiki/phison.md)
- T2 Astera Labs (https://valuechain.wiki/astera-labs.md)
- T2 Intel (https://valuechain.wiki/intel.md)
- T3 Mobileye (https://valuechain.wiki/mobileye.md)
- T3 Nikon (https://valuechain.wiki/nikon.md)
- T2 Marvell (https://valuechain.wiki/marvell.md)
- T2 NVIDIA (https://valuechain.wiki/nvidia.md)
- T3 Coherent (https://valuechain.wiki/coherent.md)
- T3 Kioxia (https://valuechain.wiki/kioxia.md)
- T3 Nan Ya PCB (https://valuechain.wiki/nanya-pcb.md)
- T3 Lumentum (https://valuechain.wiki/lumentum.md)
- T3 Fabrinet (https://valuechain.wiki/fabrinet.md)
- T3 Eoptolink (https://valuechain.wiki/eoptolink.md)
- T3 Amphenol (https://valuechain.wiki/amphenol.md)
- T3 Corning (https://valuechain.wiki/corning.md)
- T3 Nebius Group (https://valuechain.wiki/nebius.md)
- T3 ABB (https://valuechain.wiki/abb.md)
- T3 Murata Manufacturing (https://valuechain.wiki/murata.md)
- T3 Recursion Pharmaceuticals (https://valuechain.wiki/recursion.md)
- T3 onsemi (https://valuechain.wiki/onsemi.md)
- T3 BlackRock (https://valuechain.wiki/blackrock.md)
- T3 Analog Devices (https://valuechain.wiki/analog-devices.md)
- T3 BYD Electronics (https://valuechain.wiki/byd-electronics.md)
- T3 Wistron (https://valuechain.wiki/wistron.md)
- T3 Pegatron (https://valuechain.wiki/pegatron.md)
- T3 CoreWeave (https://valuechain.wiki/coreweave.md)
- T3 Luxshare Precision (https://valuechain.wiki/luxshare.md)
- T3 King Yuan Electronics (KYEC) (https://valuechain.wiki/kyec.md)
- T3 InnoLight (https://valuechain.wiki/innolight.md)
- T3 Delta Electronics (https://valuechain.wiki/delta-electronics.md)
- T3 TE Connectivity (https://valuechain.wiki/te-connectivity.md)
- T3 Digital Realty (https://valuechain.wiki/digital-realty.md)
- T2 Quanta Computer (https://valuechain.wiki/quanta.md)
- T3 Rigetti Computing (https://valuechain.wiki/rigetti.md)
- T2 Credo Technology (https://valuechain.wiki/credo.md)
- T2 Foxconn (Hon Hai) (https://valuechain.wiki/foxconn.md)
- T3 UBTech Robotics (https://valuechain.wiki/ubtech.md)
- T3 FANUC (https://valuechain.wiki/fanuc.md)
- T2 Western Digital (https://valuechain.wiki/western-digital.md)
- T2 Arista Networks (https://valuechain.wiki/arista.md)
- T2 Constellation Energy (https://valuechain.wiki/constellation-energy.md)
- T3 Cameco (https://valuechain.wiki/cameco.md)
- T2 IREN (https://valuechain.wiki/iren.md)
- T3 Dell Technologies (https://valuechain.wiki/dell.md)
- T2 IonQ (https://valuechain.wiki/ionq.md)
- T2 Wiwynn (https://valuechain.wiki/wiwynn.md)
- T2 Eaton (https://valuechain.wiki/eaton.md)
- T2 Schneider Electric (https://valuechain.wiki/schneider-electric.md)
- T2 GE Vernova (https://valuechain.wiki/ge-vernova.md)
- T3 D-Wave Quantum (https://valuechain.wiki/d-wave.md)
- T3 Workday, Inc. (https://valuechain.wiki/workday.md)
- T2 Vertiv (https://valuechain.wiki/vertiv.md)
- T2 Ciena (https://valuechain.wiki/ciena.md)
- T3 Sumitomo Electric (https://valuechain.wiki/sumitomo-electric.md)
- T2 Caterpillar (https://valuechain.wiki/caterpillar.md)
- T3 Nucor Corporation (https://valuechain.wiki/nucor.md)
- T2 Cummins (https://valuechain.wiki/cummins.md)
- T3 United Rentals (https://valuechain.wiki/united-rentals.md)
- T2 Super Micro (https://valuechain.wiki/super-micro.md)
- T2 Equinix (https://valuechain.wiki/equinix.md)
- T3 Bloom Energy (https://valuechain.wiki/bloom-energy.md)
- T3 Oklo (https://valuechain.wiki/oklo.md)
- T3 Salesforce, Inc. (https://valuechain.wiki/salesforce.md)
- T3 Legrand (https://valuechain.wiki/legrand.md)
- T2 Brookfield Asset Management Ltd. (https://valuechain.wiki/brookfield.md)
- T3 Duke Energy Corporation (https://valuechain.wiki/duke-energy.md)
- T3 FirstEnergy (https://valuechain.wiki/firstenergy.md)
- T2 Automatic Data Processing, Inc. (https://valuechain.wiki/automatic-data-processing.md)
- T3 Chubb Limited (https://valuechain.wiki/chubb-limited.md)
- T3 Amazon (https://valuechain.wiki/amazon.md)
- T2 3M Company (https://valuechain.wiki/3m.md)
- T2 Occidental Petroleum (https://valuechain.wiki/occidental-petroleum.md)
- T2 Take-Two Interactive Software, Inc. (https://valuechain.wiki/take-two-interactive.md)
- T3 Apple (https://valuechain.wiki/apple.md)
- T2 Expedia Group, Inc. (https://valuechain.wiki/expedia-group.md)
- T3 Alphabet (Google) (https://valuechain.wiki/alphabet.md)
- T3 Carnival Corporation (https://valuechain.wiki/carnival.md)
- T2 WEC Energy Group (https://valuechain.wiki/wec-energy-group.md)
- T3 NextEra Energy (https://valuechain.wiki/nextera-energy.md)
- T1 Oracle (https://valuechain.wiki/oracle.md)
- T2 DTE Energy (https://valuechain.wiki/dte-energy.md)
- T3 LG Energy Solution (https://valuechain.wiki/lg-energy-solution.md)
- T3 Osaka Gas (https://valuechain.wiki/osaka-gas.md)
- T1 Cerebras Systems (https://valuechain.wiki/cerebras.md)
- T1 SoftBank Group (https://valuechain.wiki/softbank.md)

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Full node: https://valuechain.wiki/openai.md · JSON: https://valuechain.wiki/openai.json