OpenAI

SB Energy will build, own and operate the data center under a 20-year lease to OpenAI. ... OpenAI will utilize the capacity at the site. The AI factory will use NVIDIA's full-stack DSX AI factory platform, including GPUs, CPUs and networking. The initial deployment is designed to support 4.25 IT-GW of AI factory capacity.

Extension: NVIDIA has the option to extend the opportunity at PORTS-Pike beyond the initial 4.25 IT-GW; OpenAI will be the customer for 8 IT-GW total.

We have customer commitments that make our capex investments predictable. We're not investing approximately $200 billion in capex in 2026 on a hunch. The recent OpenAI commitment (over $100 billion) is an example of this, but there are several other customer agreements completed (and unannounced), or deep in process.

OpenAI and AWS are expanding their existing $38 billion multi-year agreement by $100 billion over 8 years. The expansion includes OpenAI committing to consume approximately 2 gigawatts of Trainium capacity through AWS infrastructure, which will support demand for Stateful Runtime, Frontier, and other advanced workloads.

we've signed a new definitive agreement that builds on our foundation, strengthens our partnership, and sets the stage for long-term success for both organizations. ... OpenAI has contracted to purchase an incremental $250B of Azure services, and Microsoft will no longer have a right of first refusal to be OpenAI's compute provider.

CoreWeave Expands Agreement with OpenAI by up to $6.5B (September 25, 2025)

Concurrent with signing, Warrantholder agreed to a binding commitment to purchase (directly or through its affiliates or Authorized Purchasers) the initial one (1) gigawatt of AMD Instinct MI450 Series GPU products. ... agreement to power OpenAI's next-generation AI infrastructure across multiple generations of AMD Instinct GPUs. ... Our partnership with OpenAI is expected to deliver tens of billions of dollars in revenue for AMD while accelerating OpenAI's AI

"Fifth Amendment OpenAI Contract" shall mean that certain CoreWeave Reserved Compute Instance Order Form #2 dated May 8, 2025 by and between CoreWeave, Inc. and OpenAI OpCo, LLC (including as amended by that certain Amendment No. 1 dated as of June 25, 2025).

On September 23, 2025, CoreWeave, Inc. (the “Company”) and OpenAI OpCo, LLC (“OpenAI”) entered into a new order form (the “Order Form”) under the existing Master Services Agreement (“MSA”) dated as of May 8, 2025, pursuant to which the Company provides OpenAI access to cloud computing capacity through fulfillment of reserved capacity orders submitted to the Company by OpenAI and as may be amended upon the Company’s and OpenAI’s mutual agreement. Subject to any termination described below and satisfaction of delivery and availability of service requirements, OpenAI has committed to pay the Company up to approximately $6.5 billion through May 31, 2031 under the Order Form.

◦ $4 billion expansion deal with OpenAI, in addition to previously announced $11.9 billion deal