AIChipMapExport Controls

OpenAI SUPPLY CHAIN TRACE

AI CONSUMERS🇺🇸 United States

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.

→ View company page

UPSTREAM — SUPPLIERS

Microsoft Azure

Second-largest cloud; OpenAI exclusive compute partner; deploying Maia 100 custom ASIC alongside NVIDIA clusters

🇺🇸
CLOUD PROVIDERSprovides exclusive AI cloud compute to

↓ all supply to OpenAI ↓

OpenAI

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

UPSTREAM — SUPPLIERS ↑ · DOWNSTREAM — CUSTOMERS ↓
→ View company page
About this company

QWhat is OpenAI's role in the AI chip supply chain?

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

View full company profile →