Forbesยท2025-11-24 20:45Core Insights - Amazon announced an investment of up to $50 billion to enhance AI and supercomputing capabilities for U.S. government clients, marking it as the fourth-largest AI deal of the year [1][5] - Global AI spending is projected to reach $375 billion by the end of 2023 and exceed $3 trillion annually by 2030, driven by increasing investments in AI infrastructure and energy resources [1] Investment Landscape - The largest AI infrastructure project announced is a $500 billion initiative involving OpenAI, SoftBank, and Oracle, aimed at creating 100,000 jobs [3] - OpenAI has signed a contract with Oracle for $300 billion in computing power over five years, with Oracle providing approximately 4.5 gigawatts of power capacity [4] - A partnership between OpenAI and Nvidia includes a $100 billion investment from Nvidia to support AI model training infrastructure [4] Additional Major Deals - Anthropic plans to invest $50 billion in AI infrastructure, starting with data centers in Texas and New York, which is expected to create 800 permanent jobs and over 2,000 construction roles [6] - Oracle is set to purchase $40 billion worth of Nvidia's AI chips for OpenAI's data center in Texas, part of the Stargate project [6] - OpenAI and Amazon have a partnership valued at $38 billion, where Amazon will provide cloud computing services and Nvidia processors for AI model operations [7] Other Notable Investments - Microsoft will provide $30 billion in cloud computing capacity to Anthropic, with Nvidia and Microsoft investing up to $10 billion and $5 billion, respectively [8] - Google plans to invest $25 billion in data centers and AI infrastructure over the next two years to enhance energy capacity and innovation [9] - The Energy Department has partnered with AMD to develop two AI-powered supercomputers in a $1 billion initiative, with the first expected to be operational within six months [12]