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.

Role in the chain

OpenAI is a market leader in AI & Data Center (AI Labs / Model Builders), headquartered in United States. Leading AI lab (ChatGPT); designing custom inference silicon with Broadcom.

Diligence questions

  1. The dataset records 11 tracked suppliers for OpenAI. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
  2. 5 of OpenAI's tracked suppliers are a monopoly or leader (including ASE Technology, Broadcom, CoreWeave, NVIDIA). Which of those are actually single-source for the process step you care about?
  3. The dataset names 2 tracked customers for OpenAI. How concentrated is demand among those names, and which of them have a documented second source in this graph?
  4. OpenAI is positioned as a leader in AI & Data Center. How replaceable is this vendor on the process step you are buying?
  5. OpenAI is headquartered in United States. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
  6. OpenAI is private in this dataset (no ticker). What primary-source filings or audited statements exist, and what is still only a one-liner?

Full diligence pack for OpenAI

Key products

  • ChatGPT chatbot
  • Jalapeño custom AI inference ASIC (with Broadcom)

Suppliers

Customers

More AI & Data Center companies

Sources

Open the interactive supply-chain view →

Cite as: wafergraph, “OpenAI — supply chain, financials & market position”, https://wafergraph.com/company/openai (data as of 2026-09-05).

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