As the AI startup pledges to spend more than$100 billionon Amazon’s cloud technologies over the next ten years, Amazon announced that it will invest up to $25 billion in Anthropic.
Here is a list of multi-billion-dollar AI, cloud and chip deals signed recently:
OpenAI Deals
AMAZON And OpenAI
Amazon is considering an investment of around$10 billionin OpenAI, though talksremain“very fluid,” according to a source who requested anonymity due to the private nature of their talks.
DISNEY And OpenAI
Walt Disneyto invest$1 billionin OpenAI and will let the ChatGPT-parent use characters from Star Wars,Pixarand 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 anytalent,likenessor voices.
BROADCOM And OpenAI
OpenAI has partnered with Broadcom AVGO.O 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 And OpenAI
AMDto supplyartificial intelligence chips to OpenAI in a multi-year deal that would also give the ChatGPT creator the option to buy up toroughly 10%of the chipmaker.
NVIDIA And OpenAI
Nvidia is set to invest up to$100 billionin 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 And OpenAI
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 billionin computing power from the company for about five years.
COREWEAVE And OpenAI
CoreWeave signed a five-year contract worth$11.9 billionwith OpenAI in March, before the Nvidia-backedstartup’sIPO.
STARGATE DATA CENTER PROJECT
Stargate is a joint venture between SoftBank, OpenAI and Oracle to build data centers.The project was announced in January by U.S. President Donald Trump, who said that the companies would invest up to$500 billionto fund infrastructure for artificial intelligence.
META DEALS
META And AMD
AMD will sell up to$60 billionworth of artificial intelligence chips to Meta META.O in a deal that allows the social media firm topurchaseas much as 10% of the chip firm.
AMD will supply six gigawatts’ worth of chips to Meta, starting with one gigawatt of the company’s forthcoming MI450 flagship hardware in the second half of this year.
In addition to AMD’s flagship graphics chips, Meta also plans to buy central processors, including a variant that will be customized for the social media platform’s needs.
META And MANUS
Meta toacquireChinese startup Manus as CEO Mark Zuckerberg aims to boost efforts to integrate agentic AI tools into its consumer-facing platforms such as Facebook,Instagramand WhatsApp. The deal values Manus at$2 billionto$3 billion, according to a source, though financial terms were notdisclosed.
META And COREWEAVE
CoreWeavehas signed a$14 billionagreement with Meta to supply computing power to the Facebook parent.
CoreWeavesigned an expanded$21 billiondeal with Meta,buildingthe agreement struck in September to provide cloud capacity.
META And ORACLE
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.
META And GOOGLE
Google strucka six-year cloud computing deal with Meta Platforms worth more than$10 billion,Reutershad reportedin August.
META And SCALE AI
Meta took a 49% stake for about$14.3 billionin 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.
NVIDIA DEALS
NVIDIA And GROQ
Nvidia has agreed to license chip technology from startupGroqand hire its CEO Jonathan Ross, who helped Google start its AI chip program, among other engineers at the company. CNBC reported that Nvidia had agreed toacquireGroq’sassets for$20 billion.
NVIDIA, LUMENTUM And COHERENT
Nvidia will invest$2 billioneach in photonic product makersLumentumand Coherent to support the companies’ research and development and manufacturing operations in the U.S., the companies said.
MICROSOFT, NVIDIA, And ANTHROPIC
Microsoft will invest up to$5 billionand Nvidia up to$10 billionin Anthropic, while the Claude maker will pledge$30 billionto run its workloads on Microsoft’s cloud.
Under the agreement, Anthropic will commit up to 1 gigawatt ofcompute, 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.
NVIDIA-BACKED GROUP And ALIGNED DATA CENTERS
An investor group including BlackRock BLK.N, Microsoft and Nvidia is buying U.S.-based Aligned Data Centers, one of the world’s biggest data center operators withnearly 80facilities, in a deal worth$40 billion.
NVIDIA And INTEL
Nvidia will invest$5 billionin Intel INTC.O, giving itroughly 4%of the company after new shares are issued.
COREWEAVE And NVIDIA
CoreWeavesigned a$6.3 billioninitial order with backer Nvidia, a deal that guarantees that the AI chipmaker willpurchaseany cloud capacity not sold to customers.
GOOGLE DEALS
GOOGLE And TEXAS
Google will invest$40 billionin 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 And WINDSURF
Google hired several key staff members from AI code generation startup Windsurf and will pay$2.4 billionin license fees as part of the deal to use some ofWindsurf’stechnology under non-exclusive terms.
OTHERS
NEBIUS GROUP And MICROSOFT
NebiusGroup will provide Microsoft with GPU infrastructure capacity in a deal worth$17.4 billionover a five-year term.
INTEL And SOFTBANK GROUP
Intel is getting a$2 billioncapital injection from SoftBankGroup,making the Japanese tech investor one of thetop 10shareholders of the troubled U.S. chipmaker.
TESLA And SAMSUNG
Tesla signed a$16.5 billiondeal 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 And ANTHROPIC
Amazon.com pumped$4 billioninto OpenAI competitor Anthropic, doubling its investment in the firm known for its GenAI chatbot Claude.
Amazon said it will invest anadditional$25 billionin Anthropic, as the AI startup commits to spending more than$100 billionover the next 10 years on Amazon’s cloud technologies.
SOFTBANK And DIGITALBRIDGE
SoftBank Group willacquiredigital infrastructure investorDigitalBridgeGroup in a deal valued at$4 billionas the Japanese investment firm looks to expand its AI-related portfolio.