OpenAI secures billions in supplier equity for future chip orders, The Information reports

OpenAI's significant investment in supplier equity is a strategic move that could enhance its operational capabilities in chip manufacturing.

Newsquawk StaffPublished 12 May 2026, 13:21 UTCOn the live feed at 13:01 UTC — 6 more headlines followed before this page went public

Newsquawk headlinesUTC

13:04

Tesla (TSLA) to invest an extra USD 250mln for annual production of 18 GWH of battery cells in Gruenheide, Germany

13:03

Affirm (AFRM) works with Google (GOOGL) to make AI shopping payments clear and simple; Affirm's pay-over-time options will be Integrated into the Gemini app and Google Search, including AI Mode, through Google Pay

13:01

OpenAI secures billions in supplier equity for future chip orders, The Information reports

12:56

ServiceNow (NOW) files to sell USD-denominated 5-parter

12:55

US Redbook YoY (May/09) Y/Y 9.6%

Open the platform and use it. The whole workspace is free to try, with no signup and no card. When you want the headlines arriving live instead of on a delay, Newsquawk Pro is £24.99 for 7 days.

Try the platform free

Free. No signup, no card.

OpenAI’s USD 20bln commitment could give it an 11% stake in Cerebras.

Context

This partnership might strengthen OpenAI's position in the competitive AI landscape and could also impact market sentiment towards related tech companies, like Microsoft, potentially influencing their stock trajectories as they intersect in the AI space.

Equities · last 90 days

Recent headlines that moved markets

EQUITIES/8 Sept · 05:24 UTC

Saudi Energy Minister says a number of energy facilities and utilities were hit; are temporarily halting some operations.

Equity indices, after we published−0.3%

Modest downside seen across equity futures as energy prices tick higher.

EQUITIES/3 Sept · 04:54 UTC

North Korea stripped references to "peaceful unification" with South Korea from the charter of its ruling Workers' Party of Korea, according to Yonhap.

Equity indices, after we published−3.3%

EQUITIES/1 Sept · 16:17 UTC

Initial reports of an American attack on Iran, reports i24's Stein.

ES, after we published−0.2%

EQUITIES/26 Aug · 12:56 UTC

States and Meta (META) and agree to settle claims that platforms harmed children, according to a court filing; Meta agrees to pay a maximum of USD 16.68bln to states as part of deal

Market, after we published+2.6%

EQUITIES/8 Sept · 11:48 UTC

AstraZeneca (AZN LN) says Phase III tozorakimab data in COPD showed a 29%-34% reduction in exacerbations.

Market, after we published+1.0%

EQUITIES/7 Sept · 10:54 UTC

Saudi Aramco Jizan oil facilities were reportedly hit in new strikes, the FT reports citing sources; hit on Monday, damage is being assessed.

Equity indices, after we published−0.1%

Newsquawk Daily

Get both market opens in your inbox.

This note and the other one — the EU open and the US open, every business day, written by the desk. No account needed.

Related headlines

The whole workspace, free to try.

© 2026 Newsquawk. All rights reserved.