Silicon Valley is plowing money into AI, and the latest deals are eye-watering

Core Insights - The AI industry is experiencing a surge in significant investment deals, particularly involving companies like OpenAI, Nvidia, AMD, Oracle, and Broadcom [1][2] Group 1: OpenAI's Major Deals - OpenAI has signed a substantial contract with Nvidia, which includes an investment of up to $100 billion in exchange for OpenAI purchasing over 10 gigawatts of GPUs over several years [2][4] - OpenAI's partnership with AMD involves acquiring shares equivalent to approximately 10% of AMD in exchange for over 6 gigawatts of GPUs, with the supply of next-generation MI450 AI chips starting in the second half of 2026 [4] - A recent agreement with Broadcom will see OpenAI and Broadcom co-develop custom chips to run OpenAI's AI models, involving a transaction of 10 gigawatts of GPUs [5] Group 2: Total GPU Commitments and Other Partnerships - Overall, OpenAI has secured deals amounting to 26 gigawatts of GPUs, which can power approximately 20.8 million homes [6] - An agreement with Oracle as part of the Stargate Project is valued at over $300 billion and will provide OpenAI with an additional 4.5 gigawatts of GPUs over the next five years [6][7] - Oracle is also set to purchase over 50,000 AMD GPUs and has signed a deal worth $40 billion for Nvidia chips to support OpenAI's Stargate Project [7]