OpenAI: History’s Most Ambitious Corporation
Posted October 30, 2025
Artificial Intelligence is no longer a distant promise — it’s the defining force reshaping the global economy.
And no company embodies that transformation more completely than OpenAI.
In my new Macro Watch video, “OpenAI: History’s Most Ambitious Corporation,” I examine how Sam Altman and his team are leading an investment drive unlike anything the world has ever seen — a campaign that could fundamentally re-engineer the foundations of intelligence, industry, and global power.
A New Industrial Revolution — Powered by AI Infrastructure
OpenAI is not just building smarter software.
It’s building the physical infrastructure of intelligence — the data centers, power systems, and computing networks that will make Artificial General Intelligence (AGI) possible.
Through a breathtaking series of partnerships announced in 2025 — with NVIDIA, AMD, Broadcom, CoreWeave, and Oracle — OpenAI has committed to nearly 30 gigawatts of AI infrastructure capacity.
That’s roughly equivalent to the total amount of electricity consumed in Australia in 2023.
These projects, grouped under OpenAI’s Stargate Initiative, represent a potential $500 billion investment in U.S. AI infrastructure over the next four years — a scale rivaling the Apollo Program and the Interstate Highway System combined.
Why It Matters
This video explains why the build-out of AI infrastructure may be one of the most important economic developments of our lifetime — not just for investors, but for everyone concerned about America’s future.
Artificial Intelligence has the potential to:
- Revolutionize medicine and potentially cure most diseases.
- Extend healthy human life expectancy by decades.
- Dramatically increase productivity and economic growth.
- Strengthen U.S. national security and technological leadership for generations to come.
And yet, this same revolution carries enormous financial, ethical, and geopolitical risks — risks that will shape markets, governments, and societies in ways we are only beginning to grasp.
Inside This Video
This new Macro Watch presentation explores:
- What the Stargate Project is and why it’s unlike anything attempted before.
- The scale of OpenAI’s partnerships with NVIDIA, AMD, Broadcom, CoreWeave, and Oracle.
- How AI infrastructure investment is driving U.S. economic growth.
- Why this build-out may define the next American century.
This video is 35 minutes long and offers 64 slides that can be downloaded.
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