Overview
- Amazon is committing $50 billion, with $15 billion upfront and $35 billion contingent on undisclosed conditions, while Nvidia and SoftBank each invest $30 billion, according to the company and multiple reports.
- OpenAI locked in dedicated Nvidia Vera Rubin capacity totaling 3 GW for inference and 2 GW for training, and expanded its AWS deal by $100 billion over eight years with a pledge to consume at least 2 GW of Trainium capacity.
- AWS becomes the exclusive third‑party cloud distribution channel for Frontier, OpenAI’s enterprise platform, with both companies collaborating on a new stateful runtime for Amazon Bedrock.
- OpenAI and Microsoft issued a joint statement that their arrangement is unchanged, keeping Azure as the exclusive cloud for OpenAI’s APIs and first‑party products and maintaining Microsoft’s exclusive IP license.
- The company says additional investors are expected as the round remains open, while it reports more than 900 million weekly ChatGPT users and faces growing questions about long‑term spending, contingent terms, and possible regulatory scrutiny.