OpenAI

San Francisco, California, United States · AI Core · Compute demand & operators / Frontier labs as compute buyers · openai.com

OpenAI develops and launches frontier foundation models such as GPT-4o mini and GPT-5.1, alongside ChatGPT products focused on reasoning and problem-solving.

Positioning

The largest contracted compute buyer in the world; owns almost no capacity and instead commits future spend to Oracle, Microsoft, Amazon, CoreWeave, Nvidia, AMD and Broadcom (custom chips), organized under the Stargate program.

Latest signals

  • Security flaws found in five popular AI coding tools including OpenAI Codex and Microsoft Visual Studio CodeThe Elec
  • OpenAI cut its current fundraising target from $30 billion to $20 billionCaixin
  • OpenAI reportedly cut its IPO fundraising target to $20 billionYicai
  • OpenAI released more than 700 AI-generated mathematical research manuscripts covering over 370 open problems.Yicai
  • OpenAI will share usage quota between some ChatGPT features and CodexYicai

6669 signals name OpenAI. Members see all of them, filtered by topic, source and date.

Facts, with sources

  • >500mRevenue band · OpenAI
  • Revenue share payments from OpenAI to Microsoft continue through 2030 at the same percentage, subject to a total capPartnership · OpenAI
  • GPT-5.1 launchedProduct launch · OpenAI
  • USD 280000000000Total funding · rsshub.bkraju.com — 2026-09-19

4353 facts on file. Members see all of them with the source link.

Scores, AI Core (of 10)

Deployment10
Production10
Commercials10
Progress10
Technology8
Positioning10
Firepower10
Leverage10

Traction: deployment, production, commercials, progress. Capability: technology, positioning, firepower, leverage.

Peers in Frontier labs as compute buyers

59Anthropic · 8998Safe Superintelligence · 69

The segment's suppliers, constraints and risers, for members.

Questions this page answers

What does OpenAI do?

OpenAI develops and launches frontier foundation models such as GPT-4o mini and GPT-5.1, alongside ChatGPT products focused on reasoning and problem-solving. The largest contracted compute buyer in the world; owns almost no capacity and instead commits future spend to Oracle, Microsoft, Amazon, CoreWeave, Nvidia, AMD and Broadcom (custom chips), organized under the Stargate program.

Where does OpenAI rank in ai core?

OpenAI ranks 23 of 100 on the AI Infra 100 (November 2026 edition) with a score of 96 out of 100, in Frontier labs as compute buyers (Compute demand & operators). Assessment by Frontier Tech Intelligence.

Who are OpenAI's peers in Frontier labs as compute buyers?

Anthropic (rank 59), Safe Superintelligence (rank 98).

Where is OpenAI based and when was it founded?

OpenAI is based in San Francisco, California, United States.

Every company on the frontier has a file like this. 2,000 of them, kept current by agents.

Subscribers see the full file, every signal, the live ranking and the questions the signals answer: where money moved, who controls the layer, where supply is constrained. $99 a month, 7-day trial. What Frontier Tech Intelligence is →

Subscribe · $99 a month