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 |
| $NVDA | NVIDIA Corp. | Frontier-model infrastructure partner; OpenAI model launch co-designed/trained/served on NVIDIA stack | NVIDIA said OpenAI is among its existing Frontier AI partners and that OpenAI’s GPT-5.5 was “codesigned for trained with and served on Blackwell.” | Very high — direct evidence that OpenAI’s flagship model launch is built on NVIDIA infrastructure, making NVIDIA central to OpenAI compute. | May 20, 2026 Earnings Call | $5.11T |
| $SNOW | Snowflake Inc. | Strategic AI-lab partnership; expanded commercial partnership | Snowflake said it has “really good partnerships” with OpenAI and collaborates closely to create “great AI products” and “safe AI products.” It also disclosed an “expanding $200 million partnership with Open AI.” | High — explicit dollar value and close product collaboration make this one of the more material enterprise AI ecosystem relationships in the evidence set. | May 27, 2026 Earnings Call | $88.24B |
| $NOW | ServiceNow Inc. | Deep technical integration and enterprise distribution partner | ServiceNow said there is “deep technical collaboration” between its engineers and OpenAI advisers; OpenAI native voice and text models are integrated directly into ServiceNow’s AI platform, and OpenAI is “using us as a gateway into the enterprise.” | High — direct model integration plus enterprise distribution role suggests meaningful ecosystem leverage. | Apr 22, 2026 Earnings Call; May 27, 2026 Conference Call | $128.26B |
| $MA | Mastercard Inc. | Payments and agentic commerce partner; OpenAI also uses Mastercard as enterprise customer | Mastercard said it is “deepening” its partnership with OpenAI, reinforcing OpenAI’s use of Mastercard Agent Pay, enabling agent-to-agent payments, embedding Mastercard services across OpenAI solutions, while also using OpenAI tools as an enterprise customer. | High — notable because it links OpenAI to payments rails and agentic commerce infrastructure. | Apr 30, 2026 Earnings Call | $436.47B |
| $ZETA | Zeta Global Holdings Corp. | Advertising and enterprise marketing partner | Zeta said it has executed an agreement to partner with OpenAI and “help them run their advertising,” will bring enterprise clients into the OpenAI ecosystem, and has already announced work with OpenAI on both the ads side and Athena. | High — direct monetization infrastructure for OpenAI’s ad ecosystem. | May 18, 2026 Conference Call | $5.03B |
| $CRTO | Criteo S.A. | OpenAI’s first ad-tech partner for ChatGPT advertising | Criteo said it became “OpenAI’s first ad tech partner,” integrating demand into ChatGPT’s advertising offering. It also said it already has 1,000 clients live on OpenAI and is technically ahead as OpenAI launches new ad features. | High — first ad-tech partner status makes this strategically important to OpenAI monetization. | May 6, 2026 Earnings Call | $916.96M |
