Overview
- Amazon committed $50 billion, with $15 billion funded now and a further $35 billion to be invested when preset conditions are met, with multiple reports linking those conditions to an IPO or an AGI milestone.
- AWS becomes the exclusive third‑party cloud distributor for OpenAI’s Frontier platform as OpenAI agrees to consume 2 gigawatts of Trainium capacity and expand its prior AWS deal by $100 billion over eight years.
- Nvidia and SoftBank each invested $30 billion, and OpenAI will secure 3 gigawatts of dedicated inference capacity and 2 gigawatts of training on Nvidia’s Vera Rubin systems.
- OpenAI said its partnership with Microsoft is unchanged, with Azure remaining the exclusive cloud for OpenAI APIs, first‑party products continuing to run on Azure, and Microsoft’s IP access terms intact.
- OpenAI cited a roughly $730 billion pre‑money valuation (with post‑money figures reported near $840 billion), updated compute spending targets to about $600 billion by 2030, and reported 900 million weekly active users, over 50 million consumer subscribers, and more than 9 million paying business users.