Capital · deployed

~$1.0-1.4T compute/infra commitments — Oracle $300B/5yr, Azure $250B, Stargate $500B/10GW, Nvidia up to $100B (unrealized), AMD 6GW MI450, CoreWeave $11.9B

med confidence · as of 2026-07-26 · about OpenAI

Sourced figures 5

Wikipedia — OpenAI Oracle $300B compute over 5yr
2025-09 med
Wikipedia — OpenAI Azure $250B services agreement
2025 med
Wikipedia — Stargate LLC Stargate $500B/10GW; Bloomberg Aug-2025 'not started, no funds raised'
2025-09 med
Wikipedia — OpenAI Nvidia up to $100B — UNREALIZED as of Jan 2026, negotiations ongoing
2026-01 low
Wikipedia — OpenAI CoreWeave $11.9B over 5yr (Mar 2025)
2025-03 med

the working

Threads 24

GPT-5.6 resolved
Jalapeño retired
OpenAI IPO developing
Microsoft's Hedge developing
Circular Financing developing
Stargate developing
Frontier Gatekeeping open
Containment Breach retired
Nippon Life v. OpenAI open
Where the Capex Lands open
Compute Spend open
Datacenter Sites open
Nvidia's Order Book open
In-House Silicon open
Camellia open
Big Tech into Health open
OpenAI Health open
Lab IPO Wave open
Nvidia as Lender open
Oracle's Stargate Bet open
The #2 Cashes In open
The Rogue Agent open
AI Psychosis open
The Backlash Prices In open

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