OpenAI vs Safe Superintelligence: Frontier labs as compute buyers compared

Scores, AI Core (of 10)

Darker bar: ahead of the other company on that measure.

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

• 2 Nov 2026Security flaws found in five popular AI coding tools including OpenAI Codex and Microsoft Visual Studio CodeThe Elec
• 2 Nov 2026OpenAI cut its current fundraising target from $30 billion to $20 billionCaixin
• 1 Nov 2026OpenAI reportedly cut its IPO fundraising target to $20 billionYicai

6669 signals name OpenAI.

Facts, with sources

• 1 Jan 2030>500mOpenAI
• 1 Jan 2030Revenue share payments from OpenAI to Microsoft continue through 2030 at the same percentage, subject to a total capOpenAI
• 1 Nov 2026GPT-5.1 launchedOpenAI

4353 facts on file.

Scores, AI Core (of 10)

Darker bar: ahead of the other company on that measure.

Positioning

Research lab with no product; compute comes through a Nvidia partnership (Vera Rubin access) and Nvidia equity.

Latest signals

• 14 Sept 2026Safe Superintelligence entered a strategic partnership with NVIDIA to scale its compute capacity 10x.Safe Superintelligence
• 14 Sept 2026Safe Superintelligence appointed a new CEO and president after Daniel Gross departed.Safe Superintelligence
• 27 Jul 2026Safe Superintelligence entered a long-term partnership with Nvidia to scale its AI research.TechCrunch

6 signals name Safe Superintelligence.

Facts, with sources

• 14 Sept 2026Strategic partnership with NVIDIA to scale compute capacitySafe Superintelligence
• 14 Sept 2026New CEO and presidentSafe Superintelligence
• 27 Jul 2026Strategic partnership with NVIDIA, including Vera Rubin accessNvidia newsroom, Bloomberg, TechCrunch

6 facts on file.