The records behind this event
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Company
OpenAI
Maker of ChatGPT and GPT-5, and the buyer behind the biggest compute deals ever signed.
OpenAI turned the transformer into a consumer phenomenon with ChatGPT (hundreds of millions of weekly users) and set the frontier pace from GPT-3 through GPT-4, the o-series reasoning models and GPT-5. In October 2025 it restructured: a nonprofit foundation controlling a public-benefit corporation, Microsoft at roughly 27% (reported). It is also the demand…
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Company
Google (Alphabet)
The only company vertically integrated from TPU silicon to frontier models.
Alphabet owns the whole stack: TPUs designed in-house, the Jupiter network and global data centers, Google Cloud, DeepMind's Gemini models, and distribution through Search, Android and Workspace. 2025 capital spending guidance of $91–93B and the millionth-TPU-scale Anthropic deal made it the clearest alternative pole to the NVIDIA ecosystem.
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