Sam Altman Exploring New AI Compute Company Majority-Owned by OpenAI

Sources (Alex Heath)·high signal

Sources report Sam Altman has recently discussed starting a new AI compute company that would be majority-owned by OpenAI but not anchored solely to its business. Altman would fundraise separately for the effort. This echoes the Stargate pattern of OpenAI spinning out compute infrastructure as a distinct entity, potentially to attract dedicated infrastructure capital without diluting OpenAI's core AI research valuation. The move comes as OpenAI prepares for a potential $1T IPO and faces scrutiny over Altman's existing investments in OpenAI-adjacent companies.