Investment and Partnerships - Nvidia is set to invest up to $100 billion in OpenAI, providing data center chips and gaining a financial stake in the AI company [1] - Nvidia will invest $5 billion in Intel, acquiring approximately 4% of the company after new shares are issued [2] - Oracle is in discussions with Meta for a multi-year cloud computing deal valued at about $20 billion [3] - Oracle has reportedly signed a significant cloud deal with OpenAI, where OpenAI is expected to purchase $300 billion in computing power over five years [4] - CoreWeave has signed a $6.3 billion initial order with Nvidia, ensuring that Nvidia will purchase any unsold cloud capacity [5] - Nebius Group will provide Microsoft with GPU infrastructure capacity in a deal worth $17.4 billion over five years [5] - Google has entered a six-year cloud computing deal with Meta Platforms worth over $10 billion [6] - Intel is receiving a $2 billion capital injection from SoftBank Group, making SoftBank one of the top-10 shareholders of Intel [7] - Tesla signed a $16.5 billion deal to source chips from Samsung Electronics for its next-generation AI6 chip [8] - Meta acquired a 49% stake in Scale AI for about $14.3 billion, integrating its CEO into Meta's AI strategy [8] - Google will pay $2.4 billion in license fees to Windsurf for the use of its technology under non-exclusive terms [9] - CoreWeave signed a five-year contract worth $11.9 billion with OpenAI prior to its IPO [11]
Factbox-Companies pouring billions to advance AI infrastructure