OpenAI · SUPPLY CHAIN TRACE

AI CONSUMERS🇺🇸 US

OpenAI is the world's largest AI compute buyer outside hyperscalers, training GPT-4o and o3 models exclusively on Microsoft Azure ($13B investment) and operating ChatGPT inference at a scale that rivals cloud provider GPU fleets. Its demand for NVIDIA H100/H200/B200 GPUs and custom Azure Maia chips makes it a primary driver of the AI chip supply chain.

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OpenAI

Creator of GPT-4 and ChatGPT; exclusive compute partner with Microsoft Azure ($13B investment); one of the largest AI compute buyers globally

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