According to Sam Altman (@sama) on Twitter, OpenAI has set internal goals to develop an automated AI research intern by September 2026, leveraging hundreds of thousands of GPUs, and aims for a fully autonomous AI researcher by March 2028. The company has committed to a total compute investment of approximately $1.4 trillion over several years, with plans to reach 30 gigawatts of compute capacity. OpenAI's safety strategy is built on five layers: value alignment, goal alignment, reliability, adversarial robustness, and system safety, emphasizing chain-of-thought faithfulness as a crucial but challenging tool. On the business front, OpenAI is transitioning towards an AI platform model, offering APIs and aiming to create an AI cloud infrastructure for large-scale business applications. The organizational structure has also been streamlined, with a new nonprofit, the OpenAI Foundation, initially owning 26% of OpenAI Group, and making a $25 billion commitment to health, disease research, and AI resilience. These developments signal major market opportunities for AI infrastructure, safety solutions, and cloud-based AI services, potentially transforming how businesses and research institutions leverage artificial intelligence (Source: Sam Altman, Twitter, Oct 29, 2025).

According to Soumith Chintala on Twitter, acquiring 10GW of Nvidia H100 GPUs at $30,000 per unit would equate to approximately $340 billion, with an estimated 20% of power dedicated to non-GPU infrastructure (source: @soumithchintala). If OpenAI secures a 30% volume discount, the total cost could drop to $230 billion. Chintala suggests a potential scenario where OpenAI pays full price, and Nvidia reinvests the $100 billion premium into OpenAI equity. This highlights the immense financial scale of large-scale AI infrastructure and suggests new business models, such as strategic investment and vendor-financing partnerships, that could reshape how AI supercomputing is funded. The deal structure underscores Nvidia's critical role in the generative AI hardware supply chain and signals major market opportunities for AI chip providers and cloud infrastructure companies.