OpenAI

Category: Technology Company · Headquarters: USA · Tracked deals: 8

OpenAI is focused on artificial intelligence research and deployment. While not directly an infrastructure investor, its activities in AI require significant computing power, leading to investment and development in data centers and related energy infrastructure.

Website: https://openai.com/

Recent deals

• Nvidia to invest up to $3bn in SB Energy for Ohio data center campus development — Partner (2026-08-17)
• Georgia Power signs 3.2GW 25-year contract with OpenAI for data center power supply near Savannah, Georgia — Offtaker (2026-08-14)
• Nvidia to provide $250bn financing backstop for OpenAI's planned 10GW Ohio data center — Borrower (2026-07-27)
• Georgia Power signs 25-year agreement with OpenAI to supply up to 1 GW flexible demand response for Project Camellia data center in Georgia — Offtaker (2026-07-22)
• Cerebras Systems secures $10 billion data center infrastructure deal with OpenAI, including $1 billion loan — Offtaker (2026-04-18)
• Arm Holdings launches AGI CPU chip production with TSMC and partners with Meta, OpenAI, SAP, Cerebras, Cloudflare, and SK Telecom — Partner (2026-03-24)
• Oracle secures 10GW of power for data center pipeline and raises $30 billion in debt and equity for capacity expansion — Offtaker (2026-03-11)
• SB Energy partners with OpenAI to build and operate 1.2GW Stargate data center — Partner (2026-03-10)

📈 The Sherpa Signal — one notable infrastructure deal a day.