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It is private, so it cannot be validated via a stock price, but tracing the chain backwards, it converges as the first driver of every gain.","analysis_asof":null},"edges":[{"direction":"cost","counterparty":"Broadcom","counterparty_slug":"broadcom","confidence":"high","metric":null,"note":"브로드컴과 커스텀 가속기 10GW 공동설계(Nexus, 약 $3500억).","note_en":"Co-designs 10GW custom accelerators with Broadcom (Nexus, ~$350B).","sources":[{"stance":"confirms","publisher":"DCD","publisher_en":"DCD","kind":"news","lang":"en","published_at":"2026-05-01","url":"https://www.datacenterdynamics.com/en/news/openai-and-broadcom-in-discussions-over-financing-of-18bn-custom-chip-project-report/","title":"OpenAI·브로드컴 커스텀 칩 프로젝트(Nexus) 자금논의","title_en":"OpenAI–Broadcom custom-chip project (Nexus) financing","excerpt":"브로드컴 공동설계 커스텀 가속기 10GW(코드명 Nexus).","excerpt_en":"10GW of custom accelerators co-designed with Broadcom (Nexus)."},{"stance":"confirms","publisher":"위키백과","publisher_en":"Wikipedia","kind":"news","lang":"ko","published_at":"2026-01-01","url":"https://ko.wikipedia.org/wiki/OpenAI","title":"OpenAI(오픈AI)","title_en":"OpenAI","excerpt":"브로드컴 공동설계 커스텀 가속기 10GW(코드명 Nexus).","excerpt_en":"10GW of custom accelerators co-designed with Broadcom (Nexus)."}]},{"direction":"cost","counterparty":"마이크로소프트","counterparty_slug":"microsoft","confidence":"high","metric":null,"note":"MS 애저 클라우드 $2500억 구매 약속.","note_en":"Commits to $250B of Microsoft Azure.","sources":[{"stance":"confirms","publisher":"위키백과","publisher_en":"Wikipedia","kind":"news","lang":"ko","published_at":"2026-01-01","url":"https://ko.wikipedia.org/wiki/OpenAI","title":"OpenAI(오픈AI)","title_en":"OpenAI","excerpt":"MS 애저 $2500억 구매 약속.","excerpt_en":"Commits $250B to Microsoft Azure."},{"stance":"confirms","publisher":"CNBC","publisher_en":"CNBC","kind":"news","lang":"en","published_at":"2025-09-22","url":"https://www.cnbc.com/2025/09/22/nvidia-openai-data-center.html","title":"엔비디아, OpenAI에 최대 $1000억 투자","title_en":"Nvidia to invest up to $100B in OpenAI","excerpt":"MS 애저 $2500억 구매 약속.","excerpt_en":"Commits $250B to Microsoft Azure."}]},{"direction":"cost","counterparty":"NVIDIA","counterparty_slug":"nvidia","confidence":"high","metric":null,"note":"엔비디아 시스템 10GW 배치, 엔비디아가 최대 $1000억 상호투자.","note_en":"Deploys 10GW of NVIDIA systems; NVIDIA invests up to $100B.","sources":[{"stance":"confirms","publisher":"위키백과","publisher_en":"Wikipedia","kind":"news","lang":"ko","published_at":"2026-01-01","url":"https://ko.wikipedia.org/wiki/OpenAI","title":"OpenAI(오픈AI)","title_en":"OpenAI","excerpt":"엔비디아 10GW 시스템 구매, 최대 $1000억 상호투자.","excerpt_en":"Buys 10GW of NVIDIA systems; up to $100B cross-investment."},{"stance":"confirms","publisher":"CNBC","publisher_en":"CNBC","kind":"news","lang":"en","published_at":"2025-09-22","url":"https://www.cnbc.com/2025/09/22/nvidia-openai-data-center.html","title":"엔비디아, OpenAI에 최대 $1000억 투자","title_en":"Nvidia to invest up to $100B in OpenAI","excerpt":"엔비디아 10GW 시스템 구매, 최대 $1000억 상호투자.","excerpt_en":"Buys 10GW of NVIDIA systems; up to $100B cross-investment."}]},{"direction":"cost","counterparty":"CoreWeave","counterparty_slug":"coreweave","confidence":"high","metric":null,"note":"코어위브에서 GPU 클라우드 컴퓨트 임차.","note_en":"Rents GPU-cloud compute from CoreWeave.","sources":[{"stance":"confirms","publisher":"지디넷코리아","publisher_en":"ZDNet Korea","kind":"news","lang":"ko","published_at":"2025-09-16","url":"https://zdnet.co.kr/view/?no=20250916175927","title":"엔비디아 덕에 잘 나가는 코어위브, 상장 때보다 3배 폭등","title_en":"NVIDIA-fueled CoreWeave triples since IPO","excerpt":"코어위브에서 GPU 클라우드 컴퓨트 임차.","excerpt_en":"Rents GPU-cloud compute from CoreWeave."}]},{"direction":"cost","counterparty":"AMD","counterparty_slug":"amd","confidence":"mid","metric":null,"note":"AMD MI 가속기도 일부 도입(멀티벤더).","note_en":"Also deploys some AMD MI accelerators (multi-vendor).","sources":[{"stance":"mentions","publisher":"CNBC","publisher_en":"CNBC","kind":"news","lang":"en","published_at":"2025-09-22","url":"https://www.cnbc.com/2025/09/22/nvidia-openai-data-center.html","title":"엔비디아, OpenAI에 최대 $1000억 투자","title_en":"Nvidia to invest up to $100B in OpenAI","excerpt":"OpenAI는 엔비디아 외 AMD 가속기도 멀티벤더로 활용.","excerpt_en":"OpenAI uses AMD accelerators alongside NVIDIA (multi-vendor)."}]},{"direction":"revenue","counterparty":"엔터프라이즈·API 고객","counterparty_slug":null,"confidence":"mid","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"기업용 API·엔터프라이즈 매출(비공개 세부).","note_en":"Enterprise/API revenue.","sources":[{"stance":"confirms","publisher":"위키백과","publisher_en":"Wikipedia","kind":"news","lang":"ko","published_at":"2026-01-01","url":"https://ko.wikipedia.org/wiki/OpenAI","title":"OpenAI(오픈AI)","title_en":"OpenAI","excerpt":"API·엔터프라이즈 매출.","excerpt_en":"API and enterprise revenue."}]},{"direction":"revenue","counterparty":"소비자·기업 (ChatGPT 구독)","counterparty_slug":null,"confidence":"mid","metric":{"type":"qualifier","value":null,"qualifier":"confirmed_no_disclosed_value"},"note":"ChatGPT 유료 구독 매출(비공개 세부).","note_en":"ChatGPT paid-subscription revenue.","sources":[{"stance":"confirms","publisher":"위키백과","publisher_en":"Wikipedia","kind":"news","lang":"ko","published_at":"2026-01-01","url":"https://ko.wikipedia.org/wiki/OpenAI","title":"OpenAI(오픈AI)","title_en":"OpenAI","excerpt":"ChatGPT 구독·소비자 매출.","excerpt_en":"ChatGPT subscription and consumer revenue."}]}]}