Recently, AI giant OpenAI officially launched a Call for Proposals, aiming to significantly enhance the production capacity of AI hardware in the United States against the backdrop of intensifying global AI competition. OpenAI pointed out that the prosperity of the AI ecosystem not only depends on high-performance chips but also relies on a complete set of complex physical hardware support.

To achieve this goal, OpenAI is actively seeking manufacturers and suppliers capable of providing key infrastructure components in the United States. The recruitment scope is very broad, covering not only core computing hardware, but also cooling systems, power supply equipment, and high-performance networking equipment required by data centers. In addition, OpenAI has expressed strong interest in hardware collaboration in the consumer electronics and robotics sectors.

It is understood that the application channel for suppliers has now opened and will continue until June 2026. OpenAI described this initiative as an important measure to promote the country's "re-industrialization." This move comes at a time when the global hardware supply chain is undergoing structural adjustments, especially as China is restricting the import of certain high-end hardware and vigorously promoting domestic alternatives.

OpenAI's move aligns closely with the current U.S. industrial policies. By establishing a solid supply system domestically, OpenAI aims to reduce dependence on external supply chains and ensure a stable supply of underlying physical resources required for AI technology iteration. Currently, OpenAI has expressed its firm position on strengthening domestic manufacturing capabilities through various channels.

Key Points:

  • 🏗️ Comprehensive Industry Chain Recruitment: The recruitment targets include not only chips but also American suppliers in fields such as data center cooling, power supply, network equipment, and robotics.

  • 📅 Long-term Cooperation Plan: The supplier application window is long, with a deadline set for June 2026, indicating the long-term nature of its efforts to build a local ecosystem.

  • 🇺🇸 Strategic Autonomy Goals: Aimed at responding to the call for "re-industrialization," it seeks to reduce external restriction risks through supply chain decoupling and achieve autonomous control over AI infrastructure.