OpenAI is locking in Foxconn as a US-based manufacturing and integration partner for AI data center hardware, covering power, networking, cooling, and multi-generation AI server designs across several states.
This gives OpenAI earlier and tighter control over AI infra supply chains at scale, complementing its massive GPU and cloud commitments with Nvidia, Microsoft, Google, and Amazon, and shifting more value into US-based data center build-out.
I read this is meaningful signal that AI infra is becoming a national-scale industrial play, and the details here are worth a careful look.
