Part 10/11:
OpenAI’s strategy reflects a broader trend: building a diversified ecosystem of hardware partners to ensure they can supply the massive compute needed for frontier models. In doing so, they position themselves as potential next-generation hyperscale AI cloud providers—aiming not just to consume but to create infrastructure at scale comparable to Google or Microsoft.
This expansion into custom silicon and full system integration marks a new era of AI infrastructure, where the ability to rapidly innovate and deploy can define competitive advantage in an increasingly AI-driven world.