Group 1: Amazon and OpenAI - Amazon is in discussions to invest approximately $10 billion in OpenAI, potentially valuing the company at over $500 billion [1] Group 2: Disney and OpenAI - Walt Disney plans to invest $1 billion in OpenAI, allowing the use of its characters from franchises like Star Wars and Marvel in the Sora AI video generator [2] Group 3: Partnerships and Deals - OpenAI has partnered with Broadcom to create its first in-house AI processors, responding to the increasing demand for computing power [3] - AMD has agreed to supply AI chips to OpenAI in a multi-year deal, with an option for OpenAI to acquire up to 10% of AMD [4] - Nvidia is set to invest up to $100 billion in OpenAI and provide data center chips, solidifying its financial stake in the company [5] - Oracle has signed a significant cloud deal with OpenAI, expected to involve $300 billion in computing power over five years [6] - CoreWeave has a five-year contract worth $11.9 billion with OpenAI, established prior to its IPO [7] Group 4: Stargate Datacenter Project - The Stargate project, a joint venture involving SoftBank, OpenAI, and Oracle, aims to build data centers with an investment of up to $500 billion for AI infrastructure [8] Group 5: Meta and CoreWeave - CoreWeave has signed a $14 billion agreement with Meta to supply computing power to the parent company of Facebook [9]
Factbox-From OpenAI to Google, firms channel billions into AI infrastructure as demand booms