Sam Altman déploie un plan titanesque : Microsoft, Nvidia, Oracle, AMD, Broadcom et SoftBank unis dans des contrats d’infrastructure IA dépassant 1 000 milliards de dollars
L'écosystème technologique mondial vient de recevoir une injection massive de capital intelligent.
Une alliance inédite dans l'histoire du numérique
Sam Altman orchestre la plus grande mobilisation de ressources technologiques jamais observée, fédérant les géants du silicium et du cloud autour d'une vision commune. Microsoft apporte sa puissance cloud, Nvidia ses puces dédiées, Oracle son infrastructure database, tandis qu'AMD, Broadcom et SoftBank complètent cet écosystème parfait.
Le nouveau Far West de l'intelligence artificielle
Ces partenariats stratégiques redéfinissent les règles du jeu économique. Les investisseurs traditionnels regardent, médusés, cette course à l'armement technologique où les paris se comptent en dizaines de milliards. Certains gestionnaires de fonds s'interrogent encore sur la viabilité économique de ces mega-deals - après tout, on a déjà vu des bulles technologiques éclater pour moins que ça.
Une reconfiguration géopolitique en temps réel
Cette coalition hétéroclite dépasse les frontières corporates traditionnelles. Elle dessine une nouvelle cartographie du pouvoir technologique où les alliances se forgent autour des capacités computationnelles plutôt que des marchés historiques. Le jeu n'est plus à celui qui possède le plus de données, mais à celui qui maîtrise l'infrastructure pour les traiter.
La course à l'IA vient de passer la seconde - et personne ne sait exactement où elle nous mène.
Sam fuels the trillion-dollar AI race
Right after managing to kick Elon Musk out of OpenAI, Sam began brokering deals faster than anyone could track, pitting tech giants against one another as they scrambled for relevance in the AI ecosystem.
That scramble linked America’s biggest chipmakers and cloud providers directly to a company that still isn’t profitable. Yet Wall Street didn’t care. Over four separate trading days in two months, shares of Oracle, Nvidia, AMD, and Broadcom surged by a combined $630 billion, each spike fueled by new OpenAI partnerships that lifted the entire U.S. stock market to record highs.
In a 2019 blog post titled “How To Be Successful,” Sam wrote, “The most successful PEOPLE I know believe in themselves almost to the point of delusion.” That belief is now underwriting his empire.
Since ChatGPT’s viral launch, he’s promised that AI will cure cancer, teach every student on earth, and mint infinite profits. Internally, he told employees that OpenAI plans to reach 250 gigawatts of compute by 2033, a buildout worth $10 trillion, enough to power Germany.
OpenAI expects $13 billion in revenue this year but has already committed to $650 billion in computing bills across its deals with Nvidia and Oracle alone. When factoring AMD, Broadcom, and Microsoft, the total is nearly $1 trillion.
Critics say the commitments look like a bubble. Sam dismisses that. He says shortages in computing power are delaying product rollouts, but insists revenue will scale with access. OpenAI’s new video app, Sora, topping the App Store this month, is his proof. At a February event in Tokyo with Son, Sam allegedly said, “You just have to trust the exponential.”
How Sam turned rivals into partners
The 40‑year‑old CEO has always chased risk. He dropped out of Stanford, used poker winnings to pay tuition, and poured millions into crypto and nuclear fusion. His biggest gamble, Project Stargate, began in 2024 when he asked Microsoft CEO Satya Nadella to invest $100 billion into new data centers for OpenAI. Nadella refused. So did TSMC’s C.C. Wei, calling him “too aggressive for me to believe.”
That’s when Son stepped in.
Over breakfast at Son’s Versailles‑style estate near Tokyo, Sam pitched a joint venture that would see SoftBank finance a nationwide network of data centers for OpenAI.Son agreed, announcing the $500 billion Stargate project alongside Sam and Trump in Washington.
SoftBank’s shares jumped 11%, as did those of other tech firms tied to the venture. But the alliance later hit turbulence as the two sides argued over site locations. Only two sites have been announced so far, which is pretty tiny compared to OpenAI’s broader capacity deals.
At Davos that same month, Nadella joked on TV about the Stargate hype: “Look, all I know is, I’m good for my $80 billion.” Days later, a TD Cowen report revealed Microsoft had canceled several U.S. data‑center leases related to OpenAI. The company then allowed Sam to source computing power from elsewhere.
Oracle swooped in next with a $300 billion contract, sending its stock up 40% and briefly making Larry Ellison the world’s richest man. A week later, Nadella retaliated, unveiling what he called “the world’s most powerful AI data center” in Wisconsin, partly for OpenAI training.
By mid‑year, another rumor set off alarms via The Information, which reported that OpenAI had begun renting Google’s TPU chips. Jensen apparently called Sam directly. Nvidia soon signed a $350 billion leasing deal for 5 million GPUs and secured the right to invest another $100 billion to help finance it.
Nvidia also agreed to guarantee some of OpenAI’s data‑center loans, a risk that could leave the company on the hook for billions if OpenAI defaults.
The momentum carried to AMD, whose CEO, Lisa Su, invited Sam to her “Advancing AI” event in San Jose. “Can I call you an AI icon?” she asked. AMD offered OpenAI a massive deal: 6 gigawatts of compute in exchange for up to 10% of AMD’s future stock. Its shares surged by 24% after the announcement.
Jensen mocked the decision on TV but quickly matched it. Soon after, Broadcom confirmed a new joint chip project with OpenAI, adding another 10 gigawatts of computing capacity to the tally.
Don’t just read crypto news. Understand it. Subscribe to our newsletter. It's free.
