OpenAI and Nvidia Lead Over $1 Trillion in AI Infrastructure Deals

OpenAI has struck deals worth about $1 trillion with chipmakers like Nvidia and AMD to secure computing power. These agreements aim to fuel the massive growth in generative AI and cloud infrastructure.

One major deal gave OpenAI access to 10 gigawatts of Nvidia GPU capacity. In return, Nvidia plans to invest up to $100 billion in OpenAI and deepen ties across AI systems.

The partnership with AMD adds another layer: OpenAI will also acquire AMD chips and receive warrants to buy up to 10% of AMD’s shares.

Another key pact involves CoreWeave, a cloud provider. OpenAI extended its contract to $22.4 billion, reinforcing its data center backbone.

These infrastructure deals reflect how critical compute capacity and AI hardware have become. By locking in chip supply and cloud access, OpenAI is trying to ensure it can scale models without shortage.

However, observers warn that these headline deals remain mostly contractual. Execution still depends on chip delivery, data center readiness, and regulatory clarity.

In short: OpenAI’s $1 trillion wave of AI deals with Nvidia, AMD, and cloud partners signals that the future of AI depends as much on infrastructure as on algorithms.