Keith Heyde, newly appointed head of infrastructure at OpenAI, is leading the search for sites to build the company’s next-generation data centers, aimed at supporting the training of advanced AI models. With around 800 proposals received, about 20 sites are in advanced review, focusing on factors like power access and community support rather than just tax incentives. OpenAI's ambitious expansion includes a significant partnership with Nvidia, which is investing up to $100 billion to support the infrastructure needed for AI development.

OpenAI's CFO has indicated that the company is considering selling its infrastructure services to other firms, which could diversify its revenue streams beyond traditional product offerings. This move aligns with the growing demand for AI and machine learning capabilities among businesses.

OpenAI has struck a deal with AMD that allows the AI company to take a 10% stake in the chipmaker, while deploying 6 gigawatts of AMD's Instinct GPUs over the coming years. This partnership, which includes a warrant for up to 160 million shares, is set to alleviate OpenAI's compute power limitations and positions AMD as a key player in the AI industry. The deal also reflects the evolving interdependencies in the AI supply chain, with OpenAI actively building its infrastructure capabilities.