Infrawatch

OpenAI eyes AI infra services play, taking on hyperscalers

2025-08-22T05:00:00

emeaiw-tt-openai-infra

Amidst estimates of a $50bn GPUaaS market accessible to telcos and Europe, and trillions in wider global AI investment, CFO Sarah Friar considers potential of OpenAI challenging hyperscalers from its own data centres, aiming to build up infra experience, reduce reliance on third-parties, retain IP…

This article includes:

  • Themes: AI demand; AI Factory; AI infrastructure provision; AI workloads; Cloud computing; Data centre; Financial instrument; GPU-as-a-service; Intellectual property (IP); IT capacity; Large language models (LLMs); Processing power; Stargate.
  • People: Sam Altman; Sarah Friar.
  • Geographic: Abilene; Europe; France; Germany; USA.
  • Organisations: Amazon; Amazon Web Services (AWS); Arm; Bloomberg; Cherry; CoreWeave; Deutsche Telekom; European Commission; Google Cloud; JLL; MGX; Microsoft; Microsoft Azure; NVIDIA; OpenAI; Oracle; Oracle Cloud; Orange; OVH; Reliance Jio; Scaleway; SK Telecom; SoftBank; Telefónica; Telenor.

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