Overview
- OpenAI confirms $110 billion in new funding at a $730 billion pre‑money valuation, with $50 billion from Amazon and $30 billion each from Nvidia and SoftBank.
- Nvidia’s stake ties OpenAI to 3 GW of dedicated inference and 2 GW of training on next‑gen Vera Rubin systems, with reports noting the previously floated $100 billion pledge was non‑binding.
- Amazon’s $50 billion includes $15 billion upfront and $35 billion contingent on conditions, with AWS designated as the exclusive third‑party cloud distributor for OpenAI’s Frontier platform.
- OpenAI expands its AWS usage with a planned $100 billion over eight years and a commitment to consume at least 2 GW of Trainium capacity, alongside work on a stateful runtime for Bedrock.
- Microsoft and OpenAI state that Azure remains the exclusive cloud for OpenAI’s APIs and Microsoft retains its exclusive IP license, as OpenAI reports over 900 million weekly users and 50 million paid subscribers.