OAI lab
OpenAI
Expanding access to large-scale NVIDIA GPU compute for core AI workloads.
OpenAI announced a multi-year AWS infrastructure agreement in November 2025.
OpenAI × AWS announcementDOCUMENTED DEMAND
Who is buying the compute?
Publicly documented GPU customers and infrastructure commitments.
Showing 5 of 5 documented buyers
Technology platformMeta
Building AI infrastructure with a multi-generation AMD Instinct GPU agreement.
Meta announced a long-term AMD agreement in February 2026; initial shipments were planned for the second half of 2026.
Meta × AMD announcementMistral AI
Uses GPU cloud infrastructure to train and serve its AI models.
CoreWeave documents its Mistral AI partnership and H100, H200, and GB200 clusters.
CoreWeave customer storyCognition
Runs training and production inference for Devin on GPU infrastructure.
CoreWeave named Cognition as a production Vera Rubin NVL72 customer in September 2026.
CoreWeave customer announcementPika
Uses GPU clusters to build and run AI video generation workloads.
Lambda lists Pika as a 1-Click Cluster customer in its customer stories.
Lambda customer stories