Microsoft and Nvidia are planning to invest up to $15 billion in total in Anthropic, in the latest AI-driven tie-up that also includes a $30 billion commitment by the Claude maker to use Microsoft’s cloud services.
The announcement highlights the AI sector’s relentless demand for computing power as firms race to build systems rivaling or surpassing human intelligence.
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Here is a list of multi-billion-dollar AI, cloud and chip deals signed recently:
MICROSOFT, NVIDIA, & ANTHROPIC
Microsoft, opens new tab will invest up to $5 billion and Nvidia, opens new tab up to $10 billion in Anthropic, while the Claude maker will pledge $30 billion to run its workloads on Microsoft’s cloud. Under the agreement, Anthropic will commit up to 1 gigawatt of compute, powered by Nvidia’s advanced Grace Blackwell and Vera Rubin hardware. The company will also team up with Nvidia to improve chips and AI models for better performance.
NVIDIA-BACKED GROUP & ALIGNED DATA CENTERS
An investor group including BlackRock, opens new tab, Microsoft and Nvidia is buying U.S.-based Aligned Data Centers, one of the world’s biggest data center operators with nearly 80 facilities, in a deal worth $40 billion.
GOOGLE & TEXAS
Google, opens new tab will invest $40 billion in three new data centers in Texas through 2027. One of the data centers will be in Armstrong County, in the Texas Panhandle, and the other two in Haskell County, a stretch of West Texas near Abilene. The company is also continuing to invest in its existing Midlothian campus and Dallas cloud region, part of the company’s global network of 42 cloud regions.
BROADCOM & OPENAI
OpenAI has partnered with Broadcom, opens new tab to produce its first in-house artificial intelligence processors, the latest tie-up for the world’s most valuable startup for computing power amid surging demand for its services.
AMD & OPENAI
AMD, opens new tab agreed to supply artificial intelligence chips to OpenAI in a multi-year deal that would also give the ChatGPT creator the option to buy up to roughly 10% of the chipmaker.
NVIDIA & OPENAI
Nvidia is set to invest up to $100 billion in OpenAI and supply it with data center chips, in a deal giving the chipmaker a financial stake in OpenAI. OpenAI is already an important customer for Nvidia.
META & COREWEAVE
CoreWeave, opens new tab has signed a $14 billion agreement with Meta, opens new tab to supply computing power to the Facebook parent.
NVIDIA & INTEL
Nvidia will invest $5 billion in Intel, opens new tab, giving it roughly 4% of the company after new shares are issued.
ORACLE & META
Oracle, opens new tab is in talks with Meta for a multi-year cloud computing deal worth about $20 billion, underscoring the social media giant’s drive to secure faster access to computing power.
ORACLE & OPENAI
Oracle is reported to have signed one of the biggest cloud deals ever with OpenAI, under which the ChatGPT maker is expected to buy $300 billion in computing power from the company for about five years.
COREWEAVE & NVIDIA
CoreWeave signed a $6.3 billion initial order with backer Nvidia, a deal that guarantees that the AI chipmaker will purchase any cloud capacity not sold to customers.
NEBIUS GROUP & MICROSOFT
Nebius Group, opens new tab will provide Microsoft with GPU infrastructure capacity in a deal worth $17.4 billion over a five-year term.
META & GOOGLE
Google struck a six-year cloud computing deal with Meta Platforms worth more than $10 billion, Reuters had reported in August.
INTEL & SOFTBANK GROUP
Intel is getting a $2 billion capital injection from SoftBank Group (9984.T), opens new tab, making the Japanese tech investor one of the top-10 shareholders of the troubled U.S. chipmaker.
TESLA & SAMSUNG
Tesla, opens new tab signed a $16.5 billion deal to source chips from Samsung Electronics (005930.KS), opens new tab, with the EV maker’s CEO Elon Musk saying that the South Korean tech giant’s new chip factory in Texas would make Tesla’s next-generation AI6 chip.
META & SCALE AI
Meta took a 49% stake for about $14.3 billion in Scale AI and brought in its 28-year-old CEO, Alexandr Wang, to play a prominent role in the tech giant’s artificial intelligence strategy.
GOOGLE & WINDSURF
Google hired several key staff members from AI code generation startup Windsurf and will pay $2.4 billion in license fees as part of the deal to use some of Windsurf’s technology under non-exclusive terms.
COREWEAVE & OPENAI
CoreWeave signed a five-year contract worth $11.9 billion with OpenAI in March, before the Nvidia-backed startup’s IPO.
STARGATE DATACENTER PROJECT
Stargate is a joint venture between SoftBank, OpenAI and Oracle to build data centers. The project was announced in January by U.S. President Donald Trump, who said that the companies would invest up to $500 billion to fund infrastructure for artificial intelligence.
AMAZON & ANTHROPIC
Amazon.com, opens new tab pumped $4 billion into OpenAI competitor Anthropic, doubling its investment in the firm known for its GenAI chatbot Claude
