Public companies discussing their relationship with OpenAI in recent earnings and conference calls, sorted by materiality and importance to the AI ecosystem.
| ticker | Company Name | Nature of relationship with OpenAI | Evidence / why it matters | Materiality / importance to AI ecosystem | Source | Market Cap |
|---|---|---|---|---|---|---|
| MSFT | Microsoft Corp. | Strategic partnership with evolving commercial framework, access to models/IP, revenue share | Microsoft discussed its long-running OpenAI relationship as having started in 2018 and said it has “evolved a lot.” An analyst described Microsoft as getting “the IP” and “the revenue share,” and Satya Nadella said Microsoft feels good about the partnership and focuses on a “win-win construct.” | Very high — foundational platform relationship between a hyperscaler/platform company and OpenAI, with explicit financial and model-access implications. | Mar 4, 2026 Conference Call; Apr 29, 2026 Earnings Call | $3.34T |
| AMD | Advanced Micro Devices Inc. | Deep multigenerational AI infrastructure and co-engineering partnership | Lisa Su said AMD’s relationship with OpenAI is a “multigenerational partnership,” a “deep partnership,” and “better than it has ever been.” AMD said the partnership includes “deep co-engineering relationships,” multiyear visibility into deployments, roadmap alignment, and planning for “the first gigawatt of capability.” | Very high — core infrastructure supplier relationship tied directly to large-scale OpenAI deployments and roadmap alignment. | Mar 3, 2026 Conference Call; May 5, 2026 Earnings Call | $841.55B |
