Key Takeaways:
- OpenAI is planning a major product expansion over the next few years and is seeking suppliers in the United States to support this growth.
- The company is focused on improving its audio AI models to facilitate voice commands for future personal AI devices.
- OpenAI plans to release its first personal AI device in about a year, with several other devices, including glasses and a smart speaker, to follow.
- The company aims to build an AI factory to produce 1 gigawatt of compute per week, with a total cost of ownership of about $1.4 trillion.
Introduction to OpenAI’s Expansion Plans
OpenAI, a leading artificial intelligence (AI) startup, is reportedly lining up suppliers to support a major product expansion over the next few years. According to a report by Bloomberg, the company has put out a request for proposals from companies that manufacture in the United States and offer components related to data centers, robotics, and consumer devices. This move is seen as a significant step towards expanding OpenAI’s capabilities and improving its AI models. As OpenAI Chief Global Affairs Officer Chris Lehane noted, "AI is a catalyst for the reindustrializing of the country. We do have to bring back the supply chain here." This statement highlights the company’s commitment to supporting American manufacturers and bringing back the supply chain to the United States.
Improving Audio AI Models
OpenAI is also improving its audio AI models, as it expects users of future personal AI devices to communicate with them through voice commands rather than via a screen. This is a significant development, as it will enable users to interact with AI devices more seamlessly and naturally. The company plans to release its new audio model during the first quarter, which will be followed by the release of its first personal AI device in about a year. As reported by The Information, OpenAI plans to release several personal AI devices, including glasses and a smart speaker, over time. This expansion into personal AI devices is a significant step for the company, and it will be interesting to see how these devices are received by consumers.
Partnership with Cerebras
OpenAI has also announced a partnership with chipmaker Cerebras to accelerate the response time of its AI models. The company will integrate 750 megawatts of ultra-low latency compute from Cerebras, which will add up to the world’s largest deployment of high-speed AI inference. This partnership is a significant development, as it will enable OpenAI to improve the performance of its AI models and provide faster and more accurate responses to users. As Cerebras noted, the rollout of the compute will add up to the world’s largest deployment of high-speed AI inference, which will have significant implications for the development of AI technology.
Future Devices
OpenAI CEO Sam Altman and former Apple designer Jony Ive have provided insight into the company’s plans for future devices. In November 2025, they announced that the company’s first device would be ready in less than two years. Ive, who led the design team for the iMac, iPhone, and iPad, and is now working on a device with OpenAI, said that the design centers on creating something people can use without hesitation. Altman added that the device aims to reduce the number of steps required to interact with AI. This focus on user experience and simplicity is a key aspect of OpenAI’s approach to developing personal AI devices.
AI Infrastructure
When it comes to AI infrastructure, Altman has stated that OpenAI would like to build an AI factory to make 1 gigawatt of compute per week of new capacity. At the time, the company had committed to about 30 gigawatts of compute with a total cost of ownership of about $1.4 trillion. Altman said OpenAI was comfortable with that "given what we see on the horizon for model capability growth and revenue growth." This statement highlights the company’s ambitious plans for expanding its AI infrastructure and its commitment to investing in the development of AI technology. As the demand for AI continues to grow, OpenAI’s plans for expanding its infrastructure will be crucial in supporting the development of more sophisticated AI models.
OpenAI Prepares to Add Data Centers, Robotics and Consumer Devices