L6 · PowerInvestor / capitalUSA

OpenAI capital stack

~$500B-valued lab funded by Microsoft, SoftBank, Nvidia, MGX, Thrive

Map

Layers as clusters, money as arcs, brand marks on the biggest stars

AI Intelligence Graph

Starting the view

Follows the graph · 1 entity

Full file coming soon. OpenAI capital stack's links, deals and figures below are what the graph holds today.Not collected yet: 360, Money, Investors, Market share, People and hiring, Legal, News and events, Earnings calls. Anthropic is the first complete company file (people, investors, legal, hiring, birth to now); other companies follow one at a time. Open Anthropic's file

Overview

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answers only from the graph's sourced facts, with citations

Forecast record

No forecast published here yet. Each one names its basis and the date it resolves, is scored afterwards, and the hit rate shows here in public once the first resolves.

L6 Power · Investor / capital · USA

OpenAI capital stack

~$500B-valued lab funded by Microsoft, SoftBank, Nvidia, MGX, Thrive

RSS
Links
2
Deals from filings
0
Exposed if it fails
1
1 within 2 steps
It depends on
0
0 within 2 steps

No company file yet: revenue, customers and other figures appear here once they are taken from its filings.

What it is

OpenAI's 2025 recapitalization (conversion to a PBC under a nonprofit foundation) enabled mega-rounds led by SoftBank valuing it near $500B, with Microsoft, Nvidia, MGX, Thrive Capital, and others participating. OpenAI simultaneously signed hundreds of billions in compute commitments (Nvidia, AMD, Broadcom custom chips, Oracle, CoreWeave), making it the demand anchor of the entire buildout. Its financing and compute deals are the connective tissue linking nearly every other node in this layer.

Key facts

from its map entry
Valuation
~$500B (2025)
Structure
PBC under nonprofit
Compute deals
$1T+ committed cumulatively

Pick a link to move the graph there: ·

Connections2 links

Pulled 28 Oct 2026 · AI Systems Map links

Who depends on it

1

Partners

1

Compare two: what OpenAI capital stack shares with another entity

Pick a second entity to see their direct links, the suppliers, backers, rivals and regulators they share, and the deals with the same parties. The graph lights the same set.

Data sources1 source

SourceFeedsData datedPulledPulled againStatus
AI Systems Map links2 links; built July 2026, deals re-checked against filings 27 to 28 Oct 2026Connections·28 Oct 2026when the map is reviewedhand-built; deals checked against filings

Times are New York time. Free sources are pulled on the schedule shown by the pipeline runner (data/corpus/run_pipelines.py), which logs every run; paid sources run only with the owner's yes; filings and newsroom pages are re-read when a new document is filed.

Links come from the AI Systems Map ontology. Deals carry the filing's own wording and a quote, checked against the document; latest source 2026-10-26. Not investment advice.