半导体芯闻·2025-10-27 10:45Core Insights - OpenAI's CEO Sam Altman and his executive team have led a series of complex partnership deals worth up to $1.5 trillion, closely tying the company's fate to several major tech giants [1] - Altman bypassed traditional investment banking and legal teams, negotiating directly with companies like NVIDIA, Oracle, AMD, and Broadcom for long-term agreements related to chip and computing infrastructure [1][2] - The partnerships are structured to stimulate chip manufacturing and R&D capacity, with financial details to be finalized later, allowing for flexibility in procurement during financial constraints [2][3] Partnership Dynamics - The negotiation approach relies heavily on internal team members rather than external advisors, simplifying the process and reducing resistance [4] - Notable partnerships include a $1 trillion investment from NVIDIA in exchange for $350 billion in chip purchases, and a $300 billion, five-year agreement with Oracle [4][5] - OpenAI's collaboration with CoreWeave began with a $11.9 billion computing supply agreement, which later expanded to $22 billion, significantly increasing CoreWeave's stock price [3] Executive Team Contributions - Key figures in the negotiation process include Greg Brockman, CFO Sarah Friar, and Peter Hoeschele, who have been instrumental in executing Altman's vision [2][3] - Sarah Friar, with a background in finance and previous roles at Goldman Sachs and Nextdoor, plays a crucial role in ensuring the financing of these deals [3] - The internal team is focused on achieving Altman's ambitious goal of "1 gigawatt per week" in computing power, with a dedicated team handling the execution details of various agreements [3]