OpenAI and the Energy Race

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“Everything starts with compute.” — Sam Altman.

OpenAI has officially entered a new era. No longer just a software company, they are building a global power grid for artificial intelligence.

• Ambition: create 1 gigawatt of new computing capacity every week – equivalent to the power output of 10 small power plants, or enough energy for 750,000 households.

This is the Manhattan Project of the digital age — but without atomic bombs, just GPUs and private investment capital.

Total estimated cost $400–500 billion, more than 10 times the Manhattan Project if adjusted to today's value.

But this time, it's not the US government but a private startup spending money to rewrite the world's energy map.

• In October 2025, OpenAI reaches $500 billion valuation, surpassing SpaceX and ByteDance, becoming the world's most valuable private company.

But Sam's vision doesn't stop at ChatGPT or language models.

• OpenAI is turning ChatGPT into a global commerce platform — where users can buy, order, and pay right in the conversation.

But to achieve that, OpenAI needs something that all AI models crave: energy and silicon.

To serve billions of inference requests per day, OpenAI needs an unprecedented AI Power Grid.

This forces the company to partner with NVIDIA in a $100 billion deal, paving the way for a bold financial and technical model – and now a new deal with AMD, where OpenAI could hold up to 10% stake.

The AI game is now no longer about data or algorithms – but megawatts, money (capital), and moats (competitive advantages).

1. ChatGPT and the Ambition to Commercialize AI

2. The OpenAI - NVIDIA Handshake

3. When Oracle and AMD Enter the Game

4. The Power Moat: Why Electricity is AI's Sustainable Competitive Advantage

5. The Cash Chasm – When Capital Cycles into Energy

6. China's AI Strategy: 'Think Small to Win Big'

7. The End of the AI Capex Race