Overview
- Amazon pledged $50 billion, Nvidia $30 billion, and SoftBank $30 billion, with reports indicating $15 billion of Amazon’s stake is initial and the remaining $35 billion is contingent.
- OpenAI committed to 3 GW of dedicated inference capacity and 2 GW of training on Nvidia’s next‑gen Vera Rubin architecture in addition to existing Hopper and Blackwell deployments.
- The AWS partnership expands by a reported $100 billion over eight years, includes at least 2 GW of Trainium capacity, and makes AWS the exclusive third‑party cloud distributor for OpenAI’s Frontier platform.
- OpenAI and Microsoft said Azure remains the exclusive cloud for OpenAI APIs and first‑party products, and Microsoft keeps its exclusive license to OpenAI intellectual property.
- OpenAI cited scale as the driver for the deal, reporting over 900 million weekly ChatGPT users and more than 50 million paid subscribers, with additional investors expected to join the round.