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Firms channel billions into AI infrastructure

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Nvidia has agreed to license technology from AI startup Groq for use in some of its artificial intelligence chips
Nvidia has agreed to license technology from AI startup Groq for use in some of its artificial intelligence chips, marking the chipmaker’s largest deal and underscoring its push to strengthen competitiveness amid surging demand.

Some of the multi-billion-dollar AI, cloud and chip deals signed recently.

Amazon is considering an investment of around $10 billion in OpenAI, though talks remain “very fluid,” according to a source who requested anonymity due to the private nature of their talks.

Walt Disney to invest $1 billion in OpenAI and will let the ChatGPT-parent use characters from Star Wars, Pixar and Marvel franchises in its Sora AI video generator - a move that could transform Hollywood content creation.

As part of the three-year licensing agreement, Sora and ChatGPT Images will begin generating videos featuring licensed Disney characters such as Mickey Mouse, Cinderella, and Mufasa early next year. The deal excludes any talent likeness or voices.

OpenAI has partnered with Broadcom to produce its first in-house artificial intelligence processors, the latest tie-up for the world’s most valuable startup for computing power amid surging demand for its services.

AMD agreed to supply artificial intelligence chips to OpenAI in a multi-year deal that would also give the ChatGPT creator the option to buy up to roughly 10% of the chipmaker.

Nvidia is set to invest up to $100 billion in OpenAI and supply it with data center chips, in a deal giving the chipmaker a financial stake in OpenAI. OpenAI is already an important customer for Nvidia.

Oracle is reported to have signed one of the biggest cloud deals ever with OpenAI, under which the ChatGPT maker is expected to buy $300 Billion in computing power from the company for about five years.

CoreWeave signed a five-year contract worth $11.9 billion with OpenAI in March, before the Nvidia-backed startup’s IPO.

Stargate is a joint venture between SoftBank, OpenAI and Oracle to build data centers.

The project was announced in January by US President Donald Trump, who said that the companies would invest up to $500 billion to fund infrastructure for artificial intelligence.

CoreWeave has signed a $14 billion agreement with Meta to supply computing power to the Facebook parent.

Oracle is in talks with Meta for a multi-year cloud computing deal worth about $20 billion, underscoring the social media giant’s drive to secure faster access to computing power.

Google struck a six-year cloud computing deal with Meta Platforms worth more than $10 billion, Reuters had reported in August.

Meta took a 49% stake for about $14.3 billion in Scale AI and brought in its 28-year-old CEO, Alexandr Wang, to play a prominent role in the tech giant’s artificial intelligence strategy.

Microsoft will invest up to $5 billion and Nvidia up to $10 billion in Anthropic, while the Claude maker will pledge $30 billion to run its workloads on Microsoft’s cloud.

Under the agreement, Anthropic will commit up to 1 gigawatt of compute, powered by Nvidia’s advanced Grace Blackwell and Vera Rubin hardware.

The company will also team up with Nvidia to improve chips and AI models for better performance.

An investor group including BlackRock, Microsoft and Nvidia is buying US-based Aligned Data Centers, one of the world’s biggest data center operators with nearly 80 facilities, in a deal worth $40 billion.

Nvidia will invest $5 billion in Intel, giving it roughly 4% of the company after new shares are issued.

CoreWeave signed a $6.9 billion initial order with backer Nvidia, a deal that guarantees that the AI chipmaker will purchase any cloud capacity not sold to customers.

Google will invest $40 billion in three new data centers in Texas through 2027.

One of the data centers will be in Armstrong County, in the Texas Panhandle, and the other two in Haskell County, a stretch of West Texas near Abilene.

The company is also continuing to invest in its existing Midlothian campus and Dallas cloud region, part of the company’s global network of 42 cloud regions.

Google hired several key staff members from AI code generation startup Windsurf and will pay $2.4 billion in license fees as part of the deal to use some of Windsurf’s technology under non-exclusive terms.

Nebius Group will provide Microsoft with GPU infrastructure capacity in a deal worth $17.4 billion over a five-year term.

Intel is getting a $2 billion capital injection from SoftBank Group, making the Japanese tech investor one of the top-10 shareholders of the troubled US chipmaker.

Tesla signed a $16.5 billion deal to source chips from Samsung Electronics, with the EV maker’s CEO Elon Musk saying that the South Korean tech giant’s new chip factory in Texas would make Tesla’s next-generation AI6 chip.

Amazon pumped $4 billion into OpenAI competitor Anthropic, doubling its investment in the firm known for its GenAI chatbot Claude.

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