---
title: OpenAI deals this year (@KobeissiLetter)
description: "• Stargate     $500 billion\n• Nvidia       $100 billion\n• AMD         $100 billion\n• AWS          $38 billion\n• Intel           $25 billion\n• TSMC         $20 billion\n• Microsoft      $13 billion\n• Broadcom     $10 billion\n• Oracle         $10 billion\n\n➡️ Total Value:   $816 billion\nSource: Morning Brew ☕️@MorningBrew"
---

[Syz The Moment](https://blog.syzgroup.com/syz-the-moment)

# [OpenAI deals this year (@KobeissiLetter)](https://blog.syzgroup.com/syz-the-moment/openai-deals-this-year-kobeissiletter)

 Written by [Charles-Henry Monchau, CFA, CMT, CAIA](https://blog.syzgroup.com/syz-the-moment/author/charles-henry-monchau) | Nov 4, 2025, 1:38:00 PM

[View full post](https://blog.syzgroup.com/syz-the-moment/openai-deals-this-year-kobeissiletter)

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