Factbox-From OpenAI to Meta, firms channel billions into AI infrastructure as demand booms

Core Insights - OpenAI has partnered with Broadcom to create its first in-house AI processors, responding to the increasing demand for its services [1] - The collaboration will see OpenAI design chips that Broadcom will develop and deploy, with a planned rollout of 10 gigawatts of custom chips by the second half of 2026 [2] AI and Chip Deals - AMD has entered a multi-year agreement to supply AI chips to OpenAI, which includes an option for OpenAI to acquire up to 10% of AMD [2] - Nvidia plans to invest up to $100 billion in OpenAI and will supply data center chips, solidifying OpenAI's status as a key customer for Nvidia [3] - CoreWeave has signed a $14 billion deal with Meta to provide computing power [4] - Nvidia will invest $5 billion in Intel, acquiring approximately 4% of the company after new shares are issued [5] - Oracle is negotiating a multi-year cloud computing deal with Meta valued at around $20 billion [6] - Oracle is also reported to have signed a significant cloud deal with OpenAI, expected to involve $300 billion in computing power over five years [7] - CoreWeave has an initial order worth $6.3 billion with Nvidia, ensuring the AI chipmaker will purchase any unsold cloud capacity [8] - Nebius Group will provide Microsoft with GPU infrastructure capacity in a $17.4 billion deal over five years [9] - Google has established a six-year cloud computing agreement with Meta worth over $10 billion [10] - Intel is receiving a $2 billion investment from SoftBank Group, making SoftBank one of Intel's top-10 shareholders [11] - Tesla has signed a $16.5 billion deal with Samsung Electronics for chip sourcing, with plans for Samsung's new factory in Texas to produce Tesla's next-generation AI6 chip [13]