((Automated translation by Reuters using machine learning and generative AI, please refer to the following disclaimer: https://bit.ly/rtrsauto))
(A CoreWeave-Meta partnership is added)
CoreWeave CRWV.O said Thursday it has entered into an expanded deal to provide Meta Platforms META.O with $21 billion in cloud capacity, as the social media giant scales its infrastructure to support increasingly complex AI workloads.
Here’s a list of multibillion-dollar deals signed recently in AI, cloud, and chips:
OPENAI DEALS
AMAZON AND OPENAI
Amazon AMZN.O is considering an investment of around $10 billion in OpenAI, although discussions remain “very fluid,” according to a source who requested anonymity due to the private nature of their discussions.
DISNEY ET OPENAI
Walt Disney DIS.N will invest $1 billion in OpenAI and allow parent company ChatGPT to use characters from the Star Wars, Pixar and Marvel franchises in its Sora AI video generator, which could transform Hollywood content creation.
As part of the three-year licensing agreement, Sora and ChatGPT Images will begin generating videos featuring licensed Disney characters, such as Mickey Mouse, Cinderella and Mufasa, early next year. The agreement excludes any resemblance to talent or voices.
BROADCOM ET OPENAI
OpenAI has teamed up with Broadcom AVGO.O to produce its first artificial intelligence processors, the latest deal for the world’s most valuable startup for computing power amid growing demand for its services.
AMD AND OPENAI
AMD AMD.O agreed to supply artificial intelligence chips to OpenAI in a multi-year deal that would also give ChatGPT’s creator the option to buy up to about 10 percent of the chipmaker.
NVIDIA ET OPENAI
Nvidia is expected to invest up to $100 billion in OpenAI and supply it with data center chips, as part of a deal giving the chipmaker a financial stake in OpenAI. OpenAI is already a major Nvidia customer.
ORACLE AND OPENAI
Oracle ORCL.N has reportedly signed one of the largest cloud deals ever with OpenAI, under which the maker of ChatGPT is expected to buy $300 billion in computing power from the company over a period of about five years.
COREWEAVE ET OPENAI
CoreWeave CRWV.O signed a five-year deal worth $11.9 billion with OpenAI in March, ahead of the Nvidia-backed startup’s IPO.
STARGATE DATA CENTER PROJECT
Stargate is a joint venture between SoftBank, OpenAI and Oracle for building data centers. The project was announced in January by US President Donald Trump, who said companies would invest up to $500 billion to finance artificial intelligence infrastructure.
AGREEMENTS WITH META
META AN AMD
AMD will sell up to $60 billion worth of artificial intelligence chips to Meta META.O in a deal that allows the social media company to buy up to 10% of the chip company.
AMD will supply six gigawatts worth of chips to Meta, starting with one gigawatt of the company’s future flagship MI450 hardware in the second half of this year.
In addition to AMD’s flagship graphics chips, Meta also plans to purchase central processors, including a variant that will be customized for the needs of the social media platform.
GOAL AND HAND
Meta will acquire Chinese startup Manus as Chief Executive Mark Zuckerberg seeks to step up efforts to integrate agentic AI tools into its consumer platforms such as Facebook, Instagram and WhatsApp. The deal values Manus between $2 billion and $3 billion, according to a source, although financial terms were not disclosed.
META ET COREWEAVE
CoreWeave has signed a $14 billion deal with Meta to provide computing power to Facebook’s parent company.
CoreWeave signed an expanded $21 billion deal with Meta, building on the September deal to provide cloud capacity.
META ET ORACLE
Oracle is in talks with Meta for a multi-year cloud computing deal worth about $20 billion, underscoring the social media giant’s desire to secure faster access to computing power.
META AND GOOGLE
Google GOOGL.O has struck a six-year cloud computing deal with Meta Platforms worth more than $10 billion, Reuters reported in August.
META AND SCALE AI
Meta took a 49% stake in Scale AI for about $14.3 billion and recruited its chief executive, 28-year-old Alexandr Wang, to play a leading role in the tech giant’s artificial intelligence strategy.
AGREEMENTS WITH NVIDIA
NVIDIA AND GROQ
Nvidia agreed to license chip technology from startup Groq and hire its chief executive Jonathan Ross, who helped Google launch its artificial intelligence chip program, among other engineers at the company. CNBC reported that Nvidia had agreed to acquire Groq’s assets for $20 billion.
NVIDIA, LIGHT AND COHERENT
Nvidia will invest $2 billion each in photonics makers Lumentum and Coherent to support their research and development and manufacturing operations in the United States, the companies announced.
MICROSOFT, NVIDIA ET ANTHROPIC
Microsoft MSFT.O will invest up to $5 billion and Nvidia up to $10 billion in Anthropic, while the Claude maker will commit $30 billion to run its workloads on Microsoft’s cloud.
As part of the agreement, Anthropic will commit to providing up to 1 gigawatt of computing, powered by Nvidia’s advanced Grace Blackwell and Vera Rubin hardware. The company will also collaborate with Nvidia to improve chips and AI models to achieve better performance.
A GROUP SUPPORTED BY NVIDIA AND ALIGNED DATA CENTERS
An investor group including BlackRock BLK.N, Microsoft and Nvidia is buying U.S. company Aligned Data Centers, one of the world’s largest data center operators with nearly 80 facilities, in a deal worth $40 billion.
NVIDIA AND INTEL
Nvidia will invest $5 billion in Intel
INTC.O, which will give him approximately 4% of the company after the issuance of new shares.
COREWEAVE ET NVIDIA
CoreWeave signed an initial $6.3 billion order with backer Nvidia, a deal that ensures the AI chipmaker will buy any cloud capacity not sold to customers.
AGREEMENTS WITH GOOGLE
GOOGLE AND TEXAS
Google will invest $40 billion in three new data centers in Texas through 2027. One of the data centers will be located in Armstrong County, in the Texas Panhandle, and the other two in Haskell County, a region of West Texas near Abilene.
The company also continues to invest in its Midlothian campus and Dallas region, which is part of its global network of 42 cloud computing regions.
GOOGLE AND WINDSURF
Google has hired several key staff members from AI code generation startup Windsurf and will pay $2.4 billion in licensing fees as part of the deal to use some of Windsurf’s technologies on non-exclusive terms.
OTHERS
NEBIUS GROUP ET MICROSOFT
Nebius Group NBIS.O will provide GPU infrastructure capacity to Microsoft in a deal worth $17.4 billion over a five-year period.
INTEL ET SOFTBANK GROUP
Intel is receiving a $2 billion capital injection from SoftBank Group 9984.T, making the Japanese tech investor one of the top 10 shareholders in the struggling U.S. chipmaker.
TESLA AND SAMSUNG
Tesla TSLA.O signed a $16.5 billion deal to source chips from Samsung Electronics 005930.KS. Elon Musk, chief executive of the electric vehicle maker, said the South Korean tech giant’s new chip factory in Texas will make Tesla’s next-generation AI6 chip.
AMAZON ET ANTHROPIC
Amazon.com AMZN.O has injected $4 billion into Anthropic, a competitor to OpenAI, doubling its investment in the company known for its GenAI Claude chatbot.
SOFTBANK ET DIGITALBRIDGE
SoftBank Group 9984.T will acquire digital infrastructure investor DigitalBridge Group DBRG.N in a deal valued at $4 billion, as the Japanese investment firm seeks to expand its AI-related portfolio.
