Nvidia, OpenAI, Oracle, Meta and others commit billions to AI infrastructure deals

AI

Technology giants are accelerating spending on artificial intelligence infrastructure, with Nvidia, OpenAI, Oracle, Meta, Microsoft, Tesla, and others announcing large-scale investments. Collectively, the commitments surpass half a trillion dollars, Reuters reported.

Nvidia and OpenAI
Nvidia is set to invest up to $100 billion in OpenAI while supplying advanced data center chips, giving it a financial stake in the ChatGPT maker. The chipmaker is also investing $5 billion in Intel, gaining about 4% of the company. CoreWeave, backed by Nvidia, signed an $11.9 billion contract with OpenAI and previously agreed to a $6.3 billion capacity deal with Nvidia.

Oracle and Meta
Oracle has finalized one of the largest cloud contracts on record, a $300 billion deal with OpenAI for compute resources starting in 2027. The database giant is also in discussions with Meta for a potential $20 billion multi-year deal. Meanwhile, Meta signed a $10 billion six-year cloud agreement with Google and invested $14.3 billion to acquire a 49% stake in Scale AI.

Other major investments
Microsoft has entered into a $17.4 billion agreement with Nebius Group to access GPU infrastructure over five years. Intel secured a $2 billion investment from SoftBank, strengthening its capital base. Tesla signed a $16.5 billion deal with Samsung to source chips for its next-generation AI hardware. Amazon has doubled its stake in OpenAI competitor Anthropic to $4 billion.

In parallel, the Stargate initiative—a joint venture between OpenAI, Oracle, and SoftBank—plans to allocate up to $500 billion for AI-focused data centers, underlining the scale of capital directed toward AI infrastructure.