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OpenAI

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A more visual map of how OpenAI depends on infrastructure, partners, and operational chokepoints.

The stack below turns tier data into an exposure view: where dependencies cluster, which layer carries the most vendors, and how many live risk signals are already mapped.

Mapped tiers

6

Critical Elements

Node clusters

15

25 listed dependencies

Risk signals

13

0 formal assessments

Highest severity

critical

13 flagged nodes

T01Frontier Models
T02Infrastructure
T03Processors
T04Memory & Network
T05Foundries & Machines
T06Critical Elements

Exposure Mix

Operational risk by signal density

Live map
Signals13across 6 tiers
critical6
high4
medium2
low1

Dominant concentration

Critical Elements carries the widest cluster with 4 mapped nodes.

Dependency Lanes

Each tier is rendered as a lane, with grouped nodes and dependency payloads surfaced directly inside the mapped layer.

6 tiers · 15 nodes · 25 dependencies
01

Tier 01

THE MINDS

Frontier Models

GPT model family.

Node clusters

2

Dependencies

8

Node

GPT Models

Items

4

  • GPT-4o
  • o3
  • Sora
  • Codex
Node

Revenue Hubs

Items

4

  • ChatGPT 400M+DOMINANT
  • APIPRIMARY
  • MSFT CopilotMSFT
  • Azure AIEXCLUSIVE
02

Tier 02

THE LANDLORDS

Infrastructure

Azure-only + Stargate.

Node clusters

3

Dependencies

4

NodeEXCLUSIVECRITICAL

Microsoft Azure

Items

2

  • Primary cloudLOCKED
  • $30B+ spendCONTRACT
NodeBUILDINGHIGH

Stargate JV

Items

1

  • 20 US DCs plannedMEGA
NodeJVLOW

Oracle

Items

1

  • JV infra partner
03

Tier 03

THE ORGANS

Processors

NVIDIA-only. Zero custom silicon.

Node clusters

2

Dependencies

3

NodeHIGH

Nvidia Blackwell/Rubin

Items

2

  • Largest GPU buyerDOMINANT
  • Stargate pipelineSECURED
NodeCRITICAL

No Custom Silicon

Items

1

  • Zero custom chipsGAP
04

Tier 04

NERVOUS SYSTEM

Memory & Network

All-NVIDIA amplifies bottleneck.

Node clusters

2

Dependencies

4

NodeHIGH

HBM4 Memory

Items

3

  • SK Hynix 60%
  • Samsung
  • Micron
NodeMEDIUM

NVIDIA NVLink

Items

1

  • NVLink + InfiniBandNVIDIA
05

Tier 05

THE FACTORY

Foundries & Machines

Every AI chip comes from these two companies.

Node clusters

2

Dependencies

2

NodeCRITICAL

TSMC

Items

1

  • Only 3nm/2nm foundryMONOPOLY
NodeCRITICAL

ASML

Items

1

  • High-NA EUV. No alternative.NO ALT
06

Tier 06

THE INGREDIENTS

Critical Elements

The Silicon Curtain of 2026.

Node clusters

4

Dependencies

4

NodeCRITICAL

Gallium & Germanium

Items

1

  • 25% revenue tax on chip salesGEOPOLITICAL
NodeCRITICAL

Neon Gas

Items

1

  • ~50% of semiconductor-grade neonWAR ZONE
NodeHIGH

Copper

Items

1

  • Record prices hit DC costsCOST
NodeMEDIUM

Silicon Wafers

Items

1

  • Shin-Etsu & SUMCODUOPOLY