The pace and scale of artificial intelligence deals lately has been staggering, with ChatGPT-maker OpenAI alone racking up around $1 trillion-worth of AI deals this year. These interconnected investments have dramatically lifted the valuations of many of the companies involved and sent U.

The deal opens the door for OpenAI to own a 10% stake in AMD. However, CEO Sam Altman says his company is still committed to buying GPUs from longtime partner Nvidia.

A group including BlackRock, Nvidia and Microsoft is buying Aligned Data Centers in an approximately $40 billion deal in an effort to expand next-generation cloud and artificial intelligence infrastructure.

The two companies now have a partnership to build massive data centers for artificial intelligence (AI) computing.

HSBC analyst Frank Lee said in a research note that he expects the market for Nvidia's AI chips to keep growing beyond its Big Tech customers, pointing to OpenAI-backed Stargate projects in the US and abroad, as well as OpenAI's ( OPAI.PVT) recent deal with Nvidia, which he sees cumulatively creating up to $400 billion in revenue for the chipmaker.

The tech giants intend to bring at least 10 gigawatts of AI capacity online, starting in H2 2026 with Vera Rubin chips.

AI firm OpenAI and chipmaker Nvidia announced a $100 billion investment deal to deploy 10 gigawatts to power data centers beginning in 2026.

Oracle’s new leadership is standing in front of a $300 billion bet that could reshape the company’s future, or crush it.

The deal involves AMD supplying the AI giant with up to six gigawatts of its Instinct GPUs, beginning with one gigawatt of GPUs in the second half of 2026.

Six AI startups are part of Jensen Huang's future vision for human-agentic AI workforces.