Massive AI Infrastructure Investments: Tech Giants Pour Billions Into Computing Power Partnerships

Compute power has emerged as the new priority in the AI landscape, surpassing code development.

OpenAI and Amazon have formed a significant partnership worth $38 billion spanning multiple years. This agreement provides ChatGPT's creator access to hundreds of thousands of Nvidia processors essential for training and running sophisticated AI models.

The implementation begins immediately, with all planned computing capacity scheduled to be operational by the end of 2026, and provisions for further expansion in 2027 and beyond.

Below is a comprehensive overview of recent multi-billion dollar deals in AI infrastructure, cloud services, and chip technology:

Nvidia-Backed Group And Aligned Data Centers have entered into a $40 billion acquisition deal. An investor consortium including BlackRock, Microsoft, and Nvidia is purchasing U.S.-based Aligned Data Centres, one of the world's largest data center operators with nearly 80 facilities.

Broadcom And OpenAI have established a partnership for producing OpenAI's first in-house AI processors, representing a critical alliance for the world's most valuable startup to secure computing resources amid rapidly increasing demand.

AMD And OpenAI have agreed to a multi-year arrangement where AMD will supply AI chips to OpenAI, including an option for the ChatGPT developer to acquire up to approximately 10% of the chipmaker's shares.

Nvidia And OpenAI are negotiating an investment of up to $100 billion, with Nvidia providing data center chips. This deal would give the chipmaker a financial stake in OpenAI, which is already a significant customer for Nvidia's products.

Meta And CoreWeave have finalized a $14 billion agreement under which CoreWeave will provide computing infrastructure to the Facebook parent company.

Nvidia And Intel have reached an investment deal where Nvidia will invest $5 billion in Intel, securing approximately 4% ownership after new shares are issued.

Oracle And Meta are discussing a multi-year cloud computing arrangement worth approximately $20 billion, highlighting the social media giant's strategic focus on securing faster access to computing resources.

Oracle And OpenAI have reportedly signed one of the largest cloud deals in history, with OpenAI expected to purchase $300 billion in computing capacity from Oracle over approximately five years.

CoreWeave And Nvidia have established a $6.3 billion initial order agreement, ensuring that the AI chipmaker will purchase any cloud capacity not sold to CoreWeave's customers.

Nebius Group And Microsoft have formed a partnership worth $17.4 billion over five years, with Nebius providing GPU infrastructure capacity to Microsoft.

Meta And Google entered into a six-year cloud computing agreement exceeding $10 billion in value, as reported by Reuters in August.

Intel And SoftBank Group have arranged a $2 billion capital injection from SoftBank, making the Japanese technology investor one of the top-10 shareholders in the U.S. chipmaker.

Tesla And Samsung have signed a $16.5 billion chip supply agreement. Tesla CEO Elon Musk announced that Samsung's new Texas chip factory would manufacture Tesla's next-generation AI6 chip.

Meta And Scale AI have structured a deal where Meta acquired a 49% stake in Scale AI for approximately $14.3 billion, bringing in its 28-year-old CEO, Alexandr Wang, to play a significant role in Meta's artificial intelligence strategy.

Google And Windsurf have reached an agreement where Google hired key staff from AI code generation startup Windsurf and will pay $2.4 billion in license fees to use Windsurf's technology under non-exclusive terms.

CoreWeave And OpenAI entered into a five-year contract worth $11.9 billion in March, preceding the Nvidia-backed startup's IPO.

The Stargate Datacenter Project is a joint venture between SoftBank, OpenAI, and Oracle focused on building advanced data centers. Announced by U.S. President Donald Trump in January, the companies plan to invest up to $500 billion to fund artificial intelligence infrastructure.

Amazon And Anthropic have strengthened their partnership with Amazon investing an additional $4 billion in OpenAI competitor Anthropic, doubling its investment in the company known for its GenAI chatbot Claude.