Keep pulling the thread on SK Hynix.
OpenAI is partnering with Oracle for a massive data center build-out.
NVIDIA has made a $100 billion investment in OpenAI.
OpenAI has a deal to acquire 10 gigawatts worth of chips from NVIDIA.
OpenAI has partnered with Samsung and SK Hynix to source memory for its AI chips.
OpenAI has released the Sora 2 video generation model within the Sora application.
OpenAI has committed to purchasing 6 gigawatts worth of AMD's chips, starting with the MI450 model next year.
At its Dev Day 2025, OpenAI announced the integration of third-party apps within ChatGPT, a new product called AgentKit, the API availability of Sora 2 and GPT-5 Pro, and the general availability of CodeX.
The author asserts that OpenAI's overarching strategy is to become the "Windows of AI," a dominant, central platform for the entire AI ecosystem.
NVIDIA's competitive advantage is based on a combination of its superior GPUs, advanced networking technology, and the CUDA software layer which creates platform lock-in.
Amazon, Microsoft, Meta, and Apple are all developing their own custom AI chips to reduce reliance on NVIDIA.
AMD CEO Lisa Su expects the partnership with OpenAI to generate tens of billions of dollars in new revenue for AMD over the next five years.
As part of their partnership, OpenAI will receive warrants for up to 160 million AMD shares, representing roughly 10% of the company, at an exercise price of one cent per share.