Nvidia has agreed to license technology from AI startup Groq for use in some of its artificial intelligence chips, marking the chipmaker’s largest deal and underscoring its push to strengthen competitiveness amid surging demand.
Here is a list of multi-billion-dollar AI, cloud and chip deals signed recently:
OpenAI deals
Amazon and OpenAI
Amazon is considering an investment of around $10 billion in OpenAI, though talks remain “very fluid,” according to a source who requested anonymity due to the private nature of their discussions.
Disney and OpenAI
Walt Disney will invest $1 billion in OpenAI and allow the ChatGPT parent to use characters from the Star Wars, Pixar and Marvel franchises in its Sora AI video generator, a move that could transform Hollywood content creation.
As part of the three-year licensing agreement, Sora and ChatGPT Images will begin generating videos featuring licensed Disney characters such as Mickey Mouse, Cinderella and Mufasa early next year. The deal excludes any talent likenesses or voices.
Broadcom and OpenAI
OpenAI has partnered with Broadcom to produce its first in-house artificial intelligence processors, the latest tie-up for the world’s most valuable startup as it seeks computing power amid surging demand.
AMD and OpenAI
AMD 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 and OpenAI
Nvidia is set to invest up to $100 billion in OpenAI and supply it with data centre chips, in a deal giving the chipmaker a financial stake in OpenAI. OpenAI is already an important customer for Nvidia.
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 over about five years.
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 data centre project
Stargate is a joint venture between SoftBank, OpenAI and Oracle to build data centres. The project was announced in January by U.S. President Donald Trump, who said the companies would invest up to $500 billion to fund infrastructure for artificial intelligence.
Meta deals
Meta and CoreWeave
CoreWeave has signed a $14 billion agreement with Meta to supply computing power to the Facebook parent.
Meta and Oracle
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.
Meta and Google
Google struck a six-year cloud computing deal with Meta Platforms worth more than $10 billion, Reuters reported in August.
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 company’s artificial intelligence strategy.
Nvidia deals
Nvidia and Groq
Nvidia has agreed to license chip technology from startup Groq and hire its CEO Jonathan Ross, who helped Google start its AI chip programme, along with other engineers at the company. CNBC reported that Nvidia had agreed to acquire Groq’s assets for $20 billion.
Microsoft, Nvidia and Anthropic
Microsoft will invest up to $5 billion and Nvidia 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 and Aligned Data Centers
An investor group including BlackRock, Microsoft and Nvidia is buying U.S.-based Aligned Data Centers, one of the world’s biggest data centre operators with nearly 80 facilities, in a deal worth $40 billion.
Nvidia and Intel
Nvidia will invest $5 billion in Intel, giving it roughly 4% of the company after new shares are issued.
CoreWeave and Nvidia
CoreWeave signed a $6.3 billion initial order with backer Nvidia, a deal that guarantees the AI chipmaker will purchase any cloud capacity not sold to customers.
Google deals
Google and Texas
Google will invest $40 billion in three new data centres in Texas through 2027. One facility will be in Armstrong County in the Texas Panhandle, while the other two will be in Haskell County near Abilene.
The company is also continuing to invest in its existing Midlothian campus and Dallas cloud region, part of its global network of 42 cloud regions.
Google and Windsurf
Google hired several key staff members from AI code generation startup Windsurf and will pay $2.4 billion in licence fees to use some of Windsurf’s technology under non-exclusive terms.
Others
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.
Intel and SoftBank Group
Intel is receiving a $2 billion capital injection from SoftBank Group, making the Japanese technology investor one of the top-10 shareholders of the U.S. chipmaker.
Tesla and Samsung
Tesla signed a $16.5 billion deal to source chips from Samsung Electronics, with Chief Executive Elon Musk saying the South Korean firm’s new chip factory in Texas would make Tesla’s next-generation AI6 chip.
Amazon and Anthropic
Amazon pumped $4 billion into OpenAI competitor Anthropic, doubling its investment in the company known for its generative AI chatbot Claude.
