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Topic: "investment"
OpenAI closes $110B raise from Amazon, NVIDIA, SoftBank in largest startup fundraise in history @ $840B post-money
codex chatgpt openai softbank nvidia amazon microsoft model-scaling model-metrics investment cloud-computing infrastructure training-capacity user-growth partnerships sama
OpenAI has closed a major funding round totaling $110 billion at a $730 billion pre-money valuation, with investments from SoftBank ($30B), NVIDIA ($30B), and Amazon ($50B). Key user metrics include 1.6 million weekly Codex users, over 9 million paying business users of ChatGPT, and more than 900 million weekly active ChatGPT users with 50 million consumer subscribers. The partnership with Amazon includes exclusive cloud services and 2 gigawatts of Trainium capacity. Microsoft maintains a reduced partnership with stateless APIs. This funding round is one of the largest in history, highlighting OpenAI's dominant position in AI adoption and infrastructure.
OpenAI completes Microsoft + For-profit restructuring + announces 2028 AI Researcher timeline + Platform / AI cloud product direction + next $1T of compute
OpenAI has completed a major recapitalization and restructuring, forming a Public Benefit Corporation with a non-profit Foundation holding special voting rights and equity valued at $130B. Microsoft holds about 27% diluted ownership and committed to $250B in Azure spend, losing exclusivity on compute but retaining Azure API exclusivity until AGI is declared. The compute infrastructure deals for 2025 total 30GW worth $1.4T, with OpenAI aiming to build 1GW per week at $20B per GW, projecting $3-4 trillion infrastructure by 2033. The company is shifting focus from first-party apps to a platform approach, emphasizing ecosystem growth and third-party development. Sam Altman and Sama are key figures in this transition, with significant financial and strategic implications for AI industry partnerships, including openness to Anthropic and Google Gemini on Azure.
NVIDIA to invest $100B in OpenAI for 10GW of Vera Rubin rollout
qwen3-omni deepseek-v3.1 nvidia openai oracle intel enfabrica wayne gpu-infrastructure deterministic-inference reinforcement-learning fp8-precision gpu-performance ai-infrastructure strategic-partnerships investment datacenters cuda-graphs pipeline-parallelism data-parallelism artificialanlys gdb
NVIDIA and OpenAI announced a landmark strategic partnership to deploy at least 10 gigawatts of AI datacenters using NVIDIA's systems, with NVIDIA investing up to $100 billion progressively as each gigawatt is deployed, starting in the second half of 2026 on the Vera Rubin platform. This deal significantly impacts the AI infrastructure funding landscape, potentially supporting OpenAI's $300 billion commitment to Oracle. The announcement caused major stock market reactions, with NVIDIA's market cap surging by $170 billion. Additionally, advancements in deterministic inference for reinforcement learning and FP8 precision gains in GPU performance were highlighted by AI practitioners.