OpenAI
OpenAI is a leader in the AI & Data Center segment of the semiconductor & AI supply chain, headquartered in United States. Its key suppliers include NVIDIA, AMD, Broadcom. Its key customers include Apple, Perplexity AI.
Leading AI lab (ChatGPT); designing custom inference silicon with Broadcom.
- Headquarters
- United States
- Market position
- leader
- Value-chain segment
- AI Labs / Model Builders, Custom Silicon Designers
- Key products
- ChatGPT chatbot, Jalapeño custom AI inference ASIC (with Broadcom)
About OpenAI
OpenAI, headquartered in United States, operates in the AI Labs / Model Builders and Custom Silicon Designers segments of the semiconductor & AI supply chain and is positioned as a market leader there. Its key products include ChatGPT chatbot, Jalapeño custom AI inference ASIC (with Broadcom). wafergraph maps 11 tracked suppliers and 2 tracked customers for OpenAI across the value chain. It has a supply-chain criticality score of 1/100, with 2 companies downstream of it. OpenAI is a party to 10 tracked deals, including Microsoft invests $1B in OpenAI; Microsoft expands OpenAI investment (~$10B); OpenAI–CoreWeave $11.9B infrastructure deal.
Key products
- ChatGPT chatbot
- Jalapeño custom AI inference ASIC (with Broadcom)