CNBC January 16, 2026
Key Points
– OpenAI’s $10 billion announcement with chipmaker Cerebras this week was the latest in a string of big deals with companies at the center of the AI infrastructure boom.
– In 2025, the ChatGPT maker inked agreements with Nvidia, AMD and Broadcom.
– Here are the major chip deals that OpenAI has announced as of January, and other companies that could be potential partners.
In November, following Nvidia’s latest earnings beat, CEO Jensen Huang boasted to investors about his company’s position in artificial intelligence and said about the hottest startup in the space, “Everything that OpenAI does runs on Nvidia today.”
While it’s true that Nvidia maintains a dominant position in AI chips and is now the most...
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