# Who does OpenAI pay? Who are its key suppliers?
Canonical: https://valuechain.wiki/openai · Facet: suppliers · Updated: 2026-09-11T14:42:31.384562+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: OpenAI's confirmed suppliers/cost counterparties include Broadcom, 마이크로소프트, NVIDIA plus 4 undisclosed/aggregate relationships. Per the valuechain.wiki graph: 7 cost edges, backed by 11 dated sources, 1 of them primary filings (as of 2026-09-11).

### Broadcom (high)  → /broadcom.md
- note: Co-designs 10GW custom accelerators with Broadcom (Nexus, ~$350B).
- [confirms] DCD (EN, news, published 2026-05-01) https://www.datacenterdynamics.com/en/news/openai-and-broadcom-in-discussions-over-financing-of-18bn-custom-chip-project-report/: "10GW of custom accelerators co-designed with Broadcom (Nexus)."
- [confirms] Wikipedia (KO, news, published 2026-01-01) https://ko.wikipedia.org/wiki/OpenAI: "10GW of custom accelerators co-designed with Broadcom (Nexus)."
- [confirms] DatacenterDynamics (DCD) (EN, news, published 2025-10-13) https://www.datacenterdynamics.com/en/news/openai-partners-with-broadcom-for-development-of-custom-ai-accelerators-and-ethernet-solutions/: "Custom OpenAI-designed accelerators totaling 10GW, scaled with Broadcom Ethernet, rollout by end of 2029."

### 마이크로소프트 (high)  → /microsoft.md
- note: Commits to $250B of Microsoft Azure.
- [confirms] Wikipedia (KO, news, published 2026-01-01) https://ko.wikipedia.org/wiki/OpenAI: "Commits $250B to Microsoft Azure."
- [confirms] CNBC (EN, news, published 2025-09-22) https://www.cnbc.com/2025/09/22/nvidia-openai-data-center.html: "Commits $250B to Microsoft Azure."

### NVIDIA (high)  → /nvidia.md
- note: Deploys 10GW of NVIDIA systems; NVIDIA invests up to $100B.
- [confirms] Wikipedia (KO, news, published 2026-01-01) https://ko.wikipedia.org/wiki/OpenAI: "Buys 10GW of NVIDIA systems; up to $100B cross-investment."
- [confirms] Network World (EN, news, published 2025-09-23) https://www.networkworld.com/article/4061728/nvidia-and-openai-open-100b-10-gw-data-center-alliance.html: "OpenAI to deploy at least 10GW of NVIDIA systems, first phase 2H2026 on Vera Rubin."
- [confirms] CNBC (EN, news, published 2025-09-22) https://www.cnbc.com/2025/09/22/nvidia-openai-data-center.html: "Buys 10GW of NVIDIA systems; up to $100B cross-investment."

### CoreWeave (high)  → /coreweave.md
- note: Rents GPU-cloud compute from CoreWeave.
- [confirms] ZDNet Korea (KO, news, published 2025-09-16) https://zdnet.co.kr/view/?no=20250916175927: "Rents GPU-cloud compute from CoreWeave."

### Oracle (high)  → /oracle.md
- note: Sources Stargate compute from Oracle OCI.
- [confirms] Data Center Frontier (EN, news, published 2025-09-29) https://www.datacenterfrontier.com/machine-learning/article/55319132/scaling-stargate-openais-five-new-us-data-centers-push-toward-10-gw-ai-infrastructure: "Oracle is the primary cloud partner, leading three of the five new Stargate sites."
- [confirms] Data Center Frontier (EN, news, published 2025-09-01) https://www.datacenterfrontier.com/machine-learning/article/55316610/openai-and-oracles-300b-stargate-deal-building-ais-national-scale-infrastructure: "Sources Stargate compute from Oracle OCI."
- [confirms] OpenAI (EN, news, published 2025-07-22) https://openai.com/index/stargate-advances-with-partnership-with-oracle/: "Sources Stargate compute from Oracle OCI."

### Cerebras (high)  → /cerebras.md
- note: Also sources inference from Cerebras wafer-scale beyond NVIDIA.
- [confirms] Futurum (EN, filing, published 2026-04-17) https://futurumgroup.com/insights/cerebras-s-1-teardown-is-the-23b-wafer-scale-ipo-the-end-of-gpu-homogeneity/: "Also sources inference from Cerebras wafer-scale beyond NVIDIA."

### AMD (mid)  → /amd.md
- note: Also deploys some AMD MI accelerators (multi-vendor).
- [confirms] The Motley Fool (EN, research, published 2026-02-24) https://www.fool.com/investing/2026/02/24/amds-mi450-chip-just-landed-its-first-mega-deal-he/: "AMD struck a 6GW deal with OpenAI; warrants for up to 160M shares (~10% stake) tied to MI450 deployment."
- [mentions] CNBC (EN, news, published 2025-09-22) https://www.cnbc.com/2025/09/22/nvidia-openai-data-center.html: "OpenAI uses AMD accelerators alongside NVIDIA (multi-vendor)."

Reverse side: https://valuechain.wiki/openai/customers.md · Ripple: https://valuechain.wiki/openai/ripple.md

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