OpenAI CEO Sam Altman has confirmed that the company is preparing to announce “more big deals soon”, following a string of recent partnerships with Oracle, NVIDIA, and AMD — a statement that underscores OpenAI’s accelerating efforts to expand its AI infrastructure and global reach.
Speaking during an interview at a private investor event, Altman described these alliances as “the beginning of a much broader network of collaborations” that will fuel the next stage of OpenAI’s growth. His remarks suggest that the company’s ambitions now extend far beyond software — into hardware, enterprise computing, and super-scale AI deployment.
Building on the Stargate Foundation
The announcement comes just months after OpenAI unveiled Project Stargate, a joint effort with Oracle to build one of the largest AI data centers ever constructed. The multi-billion-dollar initiative, centered in the U.S. South, aims to support next-generation models with massive compute capacity powered by NVIDIA GPUs and AMD accelerators.
Altman confirmed that Stargate remains only part of a wider strategic roadmap. “We’ve built strong foundations with partners who understand scale, but we’re nowhere near done,” he said, hinting at additional partnerships designed to diversify OpenAI’s compute and energy footprint across continents.
Industry analysts interpret this as a sign that OpenAI intends to reduce dependency on any single cloud provider — including Microsoft Azure, its long-standing infrastructure partner — by expanding its alliances with hardware and data center companies capable of meeting the demands of ever-larger AI models.
Why Oracle, NVIDIA, and AMD Matter
Each of OpenAI’s current partnerships fills a distinct role in its ecosystem. Oracle brings massive enterprise-scale cloud and database capabilities, while NVIDIA provides the high-performance GPUs that power training for large language models like GPT-5. AMD, meanwhile, contributes competitive hardware alternatives that allow OpenAI to hedge against GPU shortages and diversify its chip supply chain.
The collaboration with Oracle has been particularly transformative. By integrating OpenAI’s workloads into Oracle Cloud Infrastructure (OCI), the company gains access to a hybrid environment optimized for low-latency, high-bandwidth AI computation. This complements the Microsoft Azure infrastructure that has powered ChatGPT since its inception, effectively giving OpenAI a multi-cloud approach for the first time.
Analysts say this diversification marks a strategic pivot — one designed to sustain OpenAI’s momentum as the demand for AI inference and model fine-tuning surges globally.
“A New Phase” for OpenAI’s Ecosystem
During the event, Altman emphasized that the company’s new partnerships aren’t just about technical scale, but about integration and reach. OpenAI is reportedly exploring collaborations in telecommunications, education technology, and consumer hardware, extending its influence into industries where AI adoption remains in early stages.
While Altman declined to name specific companies, sources suggest discussions are underway with several global manufacturers and cloud providers outside the United States. These efforts align with OpenAI’s goal of building a distributed AI infrastructure network that can serve millions of users without performance bottlenecks.
Internally, OpenAI has been scaling up recruitment for teams focused on infrastructure reliability and deployment efficiency — critical areas as the company manages increasingly complex workloads from ChatGPT, enterprise APIs, and developer integrations.
Managing the Scale Problem
Despite its success, OpenAI faces growing challenges in maintaining access to the computing power required to train and deploy its models. Demand for GPUs has outstripped global supply, leading companies like OpenAI, Meta, and Google to pursue long-term partnerships to secure hardware access.
By aligning with AMD and Oracle, OpenAI is positioning itself to mitigate these shortages. AMD’s latest MI300X chips, optimized for large AI workloads, are being deployed in Oracle’s data centers to support OpenAI’s infrastructure expansion.
Altman’s comments also come at a time when Microsoft’s partnership with OpenAI remains under regulatory scrutiny in the EU and UK, pushing both companies to clarify the limits of their collaboration. Diversifying through Oracle and other partners allows OpenAI to maintain flexibility while reducing political and logistical risks.
What’s Next for OpenAI
Altman’s statement that “more big deals are coming soon” hints at upcoming announcements, possibly involving new data center partnerships or regional expansions into Asia and the Middle East. Industry observers believe these next moves will help OpenAI scale beyond its current U.S.-centric infrastructure while maintaining control over its rapidly growing ecosystem.
The company’s aggressive partnership strategy also reflects the economics of AI: training frontier models like GPT-5 and its successors costs billions of dollars and requires extensive power and chip resources. Collaborations with major hardware and cloud providers are now essential to sustain innovation at that scale.
As OpenAI cements its status as one of the most influential players in AI, Altman’s comments serve as both a signal and a challenge — that the company’s ambitions extend far beyond software into a reshaped technological and industrial landscape.
