Factbox: From OpenAI to Google, companies funnel billions into AI infrastructure as demand surges

Factbox: From OpenAI to Google, companies funnel billions into AI infrastructure as demand surges
Factbox: From OpenAI to Google, companies funnel billions into AI infrastructure as demand surges

(Reuters) -Alphabet’s Google unit will invest $40 billion over the next two years to build three new data centers in Texas, joining peers spending aggressively to build infrastructure to support the rise of artificial intelligence applications.

The investments reflect how the global technology industry is rapidly expanding its computing and energy capacity to power the next generation of artificial intelligence tools and services.

Here is a list of recently signed multi-billion dollar AI, cloud and chip deals:

NVIDIA BACKED GROUP AND ALIGNED DATA CENTERS

A group of investors including BlackRock, Microsoft and Nvidia is buying US-based Aligned Data Centers, one of the world’s largest data center operators with nearly 80 facilities, in a deal worth $40 billion.

GOOGLE AND TEXAS

Google will invest $40 billion in three new data centers in Texas through 2027. One of the data centers will be in Armstrong County, on the Texas panhandle, and the other two in Haskell County, a stretch of West Texas near Abilene.

The company also continues to invest in its existing Midlothian campus and Dallas cloud region, part of the company’s global network of 42 cloud regions.

BROADCOM AND OPEAI

OpenAI has partnered with Broadcom to produce its first in-house AI processors, the latest alliance for the world’s most valuable startup in computing power amid growing demand for its services.

AMD AND OPEAI

AMD agreed to supply AI chips to OpenAI in a multi-year deal that would also give the ChatGPT creator the option to buy up to about 10% of the chipmaker.

NVIDIA AND OPEAI

Nvidia will invest up to $100 billion in OpenAI and supply it with chips for data centers, in a deal that gives the chipmaker a financial stake in OpenAI. OpenAI is already a major customer for Nvidia.

META AND COREWEAVE

CoreWeave has signed a $14 billion deal with Meta to supply computing power to Facebook’s parent company.

NVIDIA AND INTEL

Nvidia will invest $5 billion in Intel, giving it about 4% of the company after new shares are issued.

ORACLE AND GOAL

Oracle is in talks with Meta for a multi-year cloud computing deal worth about $20 billion, underscoring the social media giant’s push to ensure faster access to computing power.

ORACLE AND OPENAI

Oracle has reportedly signed one of the largest cloud deals in history with OpenAI, under which the ChatGPT maker is expected to purchase $300 billion in computing power from the company over about five years.

COREWEAVE AND NVIDIA

CoreWeave signed an initial $6.3 billion order with its backer Nvidia, a deal that ensures the AI ​​chipmaker will buy any cloud capacity not sold to customers.

NEBIUS GROUP AND MICROSOFT

Nebius Group will provide Microsoft with GPU infrastructure capacity in a deal valued at $17.4 billion over a five-year period.

META AND GOOGLE

Google reached a six-year cloud computing deal with Meta Platforms worth more than $10 billion, Reuters reported in August.

INTEL GROUP AND SOFTBANK

Intel will receive a $2 billion capital injection from SoftBank Group, making the Japanese technology investor one of the top 10 shareholders of the troubled American chipmaker.

TESLA AND SAMSUNG

Tesla signed a $16.5 billion deal to source chips from Samsung Electronics,⁠and the electric vehicle maker’s CEO Elon Musk said the South Korean tech giant’s new chip factory in Texas would make Tesla’s next-generation AI6 chip.

IA GOAL AND SCALE

Meta acquired a 49% stake for about $14.3 billion in Scale AI and hired its 28-year-old CEO, Alexandr Wang, to play a leading role in the tech giant’s artificial intelligence strategy.

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 technology under non-exclusive terms.

COREWEAVE AND OPENAI

CoreWeave 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 to build data centers. ⁠The project was announced in January by US President Donald Trump, who said companies would invest up to $500 billion to fund infrastructure for artificial intelligence.

AMAZON AND ANTHROPIC

Amazon.com pumped $4 billion into OpenAI competitor Anthropic, doubling its investment in the company known for its GenAI chatbot Claude.

(Reporting by Juby Babu in Mexico City, Deborah ‌Sophia, Arnav Mishra, Jaspreet Singh and Zaheer Kachwala in Bengaluru; Editing by Sriraj Kalluvila)

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