OpenAI's infrastructure partnerships and investments are accelerating.

OpenAI's infrastructure partnerships and investments are accelerating.

On October 2, 2025, press reports and news agencies continued to highlight the expansion of OpenAI 's deals with computing providers after a series of giant agreements in September, supporting the "Stargate" project to build tens of gigawatts of computing power. The benefit: Massive training and reasoning capacity for next-generation models. Impact: This network of contracts solidifies OpenAI's position, influences the map of data center and chip supply chains, and sparks an organizational debate about concentration of power and infrastructure.