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10-28

🚀 Sam Altman’s Trillion-Dollar Power Game: How He Made Everyone Bet on OpenAI


The future of AI isn’t just a technological race — it’s a financial and geopolitical chess match, orchestrated by one man: Sam Altman, the CEO of OpenAI.

And the stakes? Trillions of dollars.

Altman has never hidden his ambition. In fact, he’s turned it into his greatest weapon — making every major tech giant believe that if they’re not on OpenAI’s ship, they’ll be swept away by the tides of history.

This piece draws partly from The Wall Street Journal’s “How Sam Altman Tied Tech’s Biggest Players to OpenAI,” with my analysis woven in.

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🎯 Altman’s Core Strategy: The FOMO Engine

Altman’s playbook can be summed up in one word: FOMO — Fear of Missing Out.

He understands the psychology of Silicon Valley’s titans better than anyone.

They’re not afraid to spend money — they’re afraid of being left behind.

His leverage rests on two simple but powerful truths:

1. Compute is scarce. The future of AI depends on high-performance chips, and the supply of top-tier compute is limited.

2. Big Tech is anxious. NVIDIA fears AMD’s rise. Microsoft fears Oracle’s encroachment. Everyone fears losing relevance in the AI era.

So Altman plays the role of a master auctioneer — constantly raising the stakes, creating the illusion that if you don’t bid now, you won’t even get a seat at the next table.

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🌐 The Trillion-Dollar Web: A “Shared Destiny”

Rather than choosing a single partner, Altman has woven a vast web of interdependence — binding every major player to OpenAI’s survival.

When he stood alongside SoftBank’s Masayoshi Son to unveil the US$500 billion “Stargate” project, it wasn’t just a funding announcement.

It was a declaration: “The ship is leaving. Miss it, and you’re irrelevant.”

The ripple effect was immediate — and extraordinary.

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⚡ NVIDIA’s Forced Countermove

When Jensen Huang saw Altman standing next to Son, he felt the tremor.

As the undisputed chip king, Huang couldn’t allow someone else to control the AI supply chain.

Within weeks, NVIDIA countered with a US$100 billion partnership proposal, even offering to guarantee loans for OpenAI’s data centers.

That deal turned NVIDIA from a supplier into a co-owner of destiny.

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🔑 AMD’s Golden Ticket

For Lisa Su, CEO of AMD, OpenAI’s endorsement was a once-in-a-lifetime ticket into the AI elite.

She offered warrants worth 10% of AMD’s market cap just to join the consortium.

It was an expensive bet — but it paid off.

AMD’s stock soared overnight, and Altman gained a loyal, strategically essential partner.

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🏗️ Oracle’s Lucky Windfall

When Microsoft hesitated, Altman pivoted to Oracle — sealing a US$300 billion deal that temporarily catapulted Larry Ellison to the top of the world’s rich list.

The move plugged OpenAI’s compute gap while proving a larger point:

Partnering with OpenAI wasn’t a risk — it was a guarantee of wealth.

Microsoft had no choice but to return to the table, checkbook open.

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🔩 Broadcom Joins the Game

Not to be left behind, Broadcom swiftly announced a custom AI chip partnership with OpenAI, matching NVIDIA’s scale.

Altman had managed to pull every critical chip player into his orbit.

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🕸️ The Art of Binding: How to Build an Empire That Can’t Be Allowed to Fail

Skeptics ask: how can a company with just US$13 billion in annual revenue support hundreds of billions in compute commitments?

The answer: it doesn’t have to.

Altman isn’t building a company.

He’s building an ecosystem of mutual dependence.

He’s turned OpenAI from a startup into a “too-interconnected-to-fail” empire.

If OpenAI sinks, NVIDIA loses its biggest customer.

AMD’s equity deal becomes worthless.

Oracle’s multi-billion contracts collapse.

Every tech giant involved suffers catastrophic losses.

By tying everyone’s fate to his own, Altman has achieved something extraordinary:

He shifted the narrative from “OpenAI needs Big Tech” to “Big Tech needs OpenAI to survive.”

Now, the question is no longer “Will OpenAI succeed?”

It’s “How far will these trillion-dollar giants go to make sure it does?”

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♟️ Altman’s Endgame

This is not a bubble — it’s a high-stakes orchestration of ambition, fear, and leverage.

Altman has engineered a structure where failure is not an option, because failure would destroy too many balance sheets, too many reputations.

Through pure psychological mastery, he’s turned FOMO into a financial weapon, scarcity into strategy, and risk into unity.

Whether OpenAI becomes the next empire or the next Enron remains to be seen —

but make no mistake: Sam Altman has already won the game of control.



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OpenAI Family Expanding: Is It A Blessing or A Curse?
OpenAI has been insanely busy lately — one moment it’s doing e-commerce, the next it’s getting into social, and now it’s even launching a browser. It announced plans to deploy 6GW of AMD Instinct GPUs. OpenAI went a step further and partnered with Broadcom to develop custom ASIC chips. Microsoft mainly provides OpenAI’s training compute, while Oracle handles inference workloads. Meanwhile, PayPal officially announced a partnership with OpenAI yesterday — its stock spiked but later gave back most of the gains by the close.
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