Headlines
Factbox-Companies pouring billions to advance AI infrastructure
Published by Global Banking and Finance Review
Posted on September 23, 2025
3 min readLast updated: January 21, 2026
Global Banking and Finance Review
Company
Published by Global Banking and Finance Review
Posted on September 23, 2025
3 min readLast updated: January 21, 2026
Major companies are investing billions in AI infrastructure, with Nvidia, Oracle, and Meta leading the charge to advance AI technology.
(Reuters) -Nvidia is set to invest up to $100 billion in OpenAI and supply it with data center chips, in a deal that gives the chipmaker a financial stake in the world's most prominent AI company, which is already an important customer.
Investments in systems powering AI have surged since OpenAI launched ChatGPT in 2022, on expectations that companies across sectors will integrate the technology into their products and services.
Here is a list of multi-billion dollar AI, cloud and chip deals signed recently:
Nvidia and Intel
Nvidia will invest $5 billion in Intel, giving it roughly 4% of the company after new shares are issued.
Oracle and Meta
Oracle 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 and 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 and 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 and Microsoft
Nebius Group will provide Microsoft with GPU infrastructure capacity in a deal worth $17.4 billion over a five-year term.
Meta and Google
Google struck a six-year cloud computing deal with Meta Platforms worth more than $10 billion, Reuters had reported in August.
Intel and SoftBank Group
Intel is getting a $2 billion capital injection from SoftBank Group, making the Japanese tech investor one of the top-10 shareholders of the troubled U.S. chipmaker.
Tesla and Samsung
Tesla signed a $16.5 billion deal to source chips from Samsung Electronics, 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 And 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 and 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 and 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 and Anthropic
Amazon.com pumped $4 billion into OpenAI competitor Anthropic, doubling its investment in the firm known for its GenAI chatbot Claude.
(Reporting by Juby Babu in Mexico City; Editing by Anil D'Silva)
Artificial intelligence (AI) is the simulation of human intelligence processes by machines, especially computer systems. These processes include learning, reasoning, and self-correction.
Cloud computing is the delivery of computing services over the internet, allowing for storage, processing, and management of data on remote servers instead of local computers.
Investments are assets acquired with the expectation that they will generate income or appreciate in value over time. Common types include stocks, bonds, and real estate.
A data center is a facility used to house computer systems and associated components, such as telecommunications and storage systems, crucial for data management.
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