OpenAI

As of 2026-10-09, OpenAI has 11 tracked suppliers and 2 tracked customers in this dataset; its largest supplier by market cap is NVIDIA. The customer list here follows a shared pattern for this segment rather than being individually confirmed for OpenAI — see /methodology.

Sourced from 4 references — Wikipedia, secondary source — last verified 2026-07-19.

Leading AI lab (ChatGPT); designing custom inference silicon with Broadcom.

Headquarters: San Francisco
Founded: 2015
Employees: 4,500
Revenue: $25.0B (FY2026)
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.

OpenAI is an American artificial intelligence (AI) public benefit corporation (PBC) headquartered in San Francisco, California. It develops proprietary generative AI models, particularly its generative pre-trained transformer (GPT) series of large language models. Its release of ChatGPT in November 2022 has been credited with catalyzing the AI boom; as of September 2026, ChatGPT is the fifth-most-visited website globally. OpenAI also releases the GPT Image models and Codex, an AI coding agent. In March 2026, OpenAI closed a funding round with a post-money valuation of US$852 billion, making it one of the most valuable AI pure play companies in the world, rivalled only by Anthropic.

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

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?
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?
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?
OpenAI is positioned as a leader in AI & Data Center. How replaceable is this vendor on the process step you are buying?
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?
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