Sam Altman pulls Microsoft, Nvidia, Oracle, AMD, Broadcom, and SoftBank into massive AI infrastructure deals worth over $1 trillion

According to The Wall Street Journal, Sam Altman turned a quiet White House appearance into a global power play that dragged Microsoft, Apple, Nvidia, Oracle, AMD, Broadcom, and SoftBank straight into OpenAI’s gravity ￰0￱ all started in January, when SoftBank’s Masayoshi Son stood beside Sam and President Donald Trump to announce what is billed as the biggest AI infrastructure project in ￰1￱ thousands of miles away, Nvidia’s Jensen Huang was wrapping up Lunar New Year celebrations in Asia, furious that the man whose company had fueled OpenAI’s rise was now watching someone else share the stage with its ￰2￱ for nearly a decade, Jensen supplied OpenAI with the chips that made ChatGPT ￰3￱ this time, he wanted to be more than a ￰4￱ Valley’s golden boy wanted a seat at the ￰5￱ was ￰6￱ so within weeks, Nvidia privately proposed its own plan to Sam: cut SoftBank out, raise capital together, and build the largest computing network ever ￰7￱ result was a $100 billion agreement, finalized at Nvidia’s Santa Clara headquarters.

“This is the largest computing project in history,” Jensen reportedly said at the ￰8￱ oh, Sam’s public appearance had since triggered full-blown FOMO among Silicon Valley’s ￰9￱ fuels the trillion-dollar AI race Right after managing to kick Elon Musk out of OpenAI, Sam began brokering deals faster than anyone could track, pitting tech giants against one another as they scrambled for relevance in the AI ￰10￱ scramble linked America’s biggest chipmakers and cloud providers directly to a company that still isn’t ￰11￱ Wall Street didn’t ￰12￱ four separate trading days in two months, shares of Oracle, Nvidia, AMD, and Broadcom surged by a combined $630 billion, each spike fueled by new OpenAI partnerships that lifted the entire ￰13￱ market to record ￰14￱ a 2019 blog post titled “How To Be Successful,” Sam wrote, “The most successful people I know believe in themselves almost to the point of delusion.” That belief is now underwriting his ￰15￱ ChatGPT’s viral launch, he’s promised that AI will cure cancer, teach every student on earth, and mint infinite profits.

Internally, he told employees that OpenAI plans to reach 250 gigawatts of compute by 2033, a buildout worth $10 trillion, enough to power ￰16￱ expects $13 billion in revenue this year but has already committed to $650 billion in computing bills across its deals with Nvidia and Oracle ￰17￱ factoring AMD, Broadcom, and Microsoft, the total is nearly $1 ￰18￱ say the commitments look like a ￰19￱ dismisses ￰20￱ says shortages in computing power are delaying product rollouts, but insists revenue will scale with access. OpenAI’s new video app, Sora, topping the App Store this month, is his ￰21￱ a February event in Tokyo with Son, Sam allegedly said, “You just have to trust the exponential.” How Sam turned rivals into partners The 40‑year‑old CEO has always chased ￰22￱ dropped out of Stanford, used poker winnings to pay tuition, and poured millions into crypto and nuclear ￰23￱ biggest gamble, Project Stargate, began in 2024 when he asked Microsoft CEO Satya Nadella to invest $100 billion into new data centers for ￰24￱ ￰25￱ did TSMC’s C.

C. Wei, calling him “too aggressive for me to believe.” That’s when Son stepped ￰26￱ breakfast at Son’s Versailles‑style estate near Tokyo, Sam pitched a joint venture that would see SoftBank finance a nationwide network of data centers for ￰27￱ agreed, announcing the $500 billion Stargate project alongside Sam and Trump in Washington. SoftBank’s shares jumped 11%, as did those of other tech firms tied to the ￰28￱ the alliance later hit turbulence as the two sides argued over site ￰29￱ two sites have been announced so far, which is pretty tiny compared to OpenAI’s broader capacity ￰30￱ Davos that same month, Nadella joked on TV about the Stargate hype: “Look, all I know is, I’m good for my $80 billion.” Days later, a TD Cowen report revealed Microsoft had canceled several U.

S. data‑center leases related to ￰31￱ company then allowed Sam to source computing power from ￰32￱ swooped in next with a $300 billion contract, sending its stock up 40% and briefly making Larry Ellison the world’s richest man. A week later, Nadella retaliated, unveiling what he called “the world’s most powerful AI data center” in Wisconsin, partly for OpenAI ￰33￱ mid‑year, another rumor set off alarms via The Information, which reported that OpenAI had begun renting Google’s TPU ￰34￱ apparently called Sam ￰35￱ soon signed a $350 billion leasing deal for 5 million GPUs and secured the right to invest another $100 billion to help finance ￰36￱ also agreed to guarantee some of OpenAI’s data‑center loans, a risk that could leave the company on the hook for billions if OpenAI ￰37￱ momentum carried to AMD, whose CEO, Lisa Su, invited Sam to her “Advancing AI” event in San Jose.

“Can I call you an AI icon?” she ￰38￱ offered OpenAI a massive deal: 6 gigawatts of compute in exchange for up to 10% of AMD’s future ￰39￱ shares surged by 24% after the ￰40￱ mocked the decision on TV but quickly matched ￰41￱ after, Broadcom confirmed a new joint chip project with OpenAI, adding another 10 gigawatts of computing capacity to the tally. Don’t just read crypto ￰42￱ ￰43￱ to our newsletter. It's free .