SyncingEntity profile
- Fact change
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IDC ATLAS · ENTITY PROFILE
OpenAI
GPT, ChatGPT and Codex: enterprise delivery economics and infrastructure demand.
- Market
- United States
- Category
- Foundation models / enterprise agents
From disclosure to next test
- 01Latest formal updateAwaiting a matching disclosure
- 02EntityOpenAI
- 03Industry nodeFoundation models / enterprise agents →
- 04Research / next testPORTS-Pike's 8GW: How NVIDIA Locks Land, Power and Credit for OpenAI →
SOURCE-LINKED UPDATES
Open pulse →Latest disclosures
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RELATED RESEARCH
All columns →Read the analysis

PROJECT FINANCE · 27
PORTS-Pike's 8GW: How NVIDIA Locks Land, Power and Credit for OpenAI
The 8 IT-GW plan separated into NVIDIA credit support, SB Energy land-power-shell, OpenAI demand and unfinished energization.

MODEL DEMAND · 05
Model Prices Are Fragmenting, Reshaping AI Infrastructure Demand
GPT-5.6 and Anthropic's Sonnet 5, Opus 4.8 and Fable 5 turn capability, speed, price and reasoning depth into separate infrastructure variables.
NEXT CHECKPOINT
What changes the view
Next earnings release, filing or official announcement
Atlas will move a reported item into the formal timeline only after a primary disclosure establishes the underlying fact.