OpenAI signed a $38 billion, multiyear agreement with Amazon to access cloud computing power, including Nvidia GPUs, to support ChatGPT and AI model training.
Microsoft will secure additional AI cloud compute from Australia’s IREN under a $9.7 billion agreement, leveraging Nvidia GPUs at a Texas data center.
OpenAI and Amazon Web Services have announced a $38 billion multi-year partnership that will provide OpenAI with massive AWS infrastructure to power advanced AI workloads and future models.
Henry Schein One has partnered with Amazon Web Services to integrate generative AI across its dental software platforms, aiming to modernize clinical workflows and patient care.
Schneider Electric beat Q3 revenue estimates as demand for AI-powered data centers drives growth. U.S. expansion plans and supply chain strategies support the momentum.
Nvidia CEO Jensen Huang announced that the company’s Blackwell AI chips are now in full production in Arizona, marking a major step in bringing semiconductor manufacturing back to U.S. soil.
Amazon is cutting about 14,000 corporate roles as part of a broader restructuring to streamline operations and accelerate investment in generative AI technologies.
Oracle Cloud Infrastructure will deploy 50,000 AMD Instinct MI450 GPUs beginning in 2026, underscoring the growing competition to Nvidia in the global race for AI computing capacity.
OpenAI has announced a strategic partnership with Broadcom to design and deploy 10 gigawatts of custom AI accelerators, expanding its hardware ecosystem beyond Nvidia and AMD.
Google has unveiled Gemini Enterprise, a next-generation AI platform designed for business productivity and collaboration, positioning itself directly against Microsoft’s Copilot and OpenAI’s enterprise solutions in the race for workplace AI dominance.
Google Cloud and Figma have launched an expanded partnership to embed Google’s generative AI models – including Gemini 2.5 Flash and Imagen 4 – directly into Figma’s design tools, reducing latency and accelerating creative workflows.
Cisco has introduced its P200 networking chip and matching router, designed to connect AI data centers over long distances with greater power efficiency and data synchronization.
Elon Musk’s AI startup xAI is reportedly raising up to $20 billion, with Nvidia committing as much as $2 billion in equity. A significant portion of the funding is tied directly to acquisition of Nvidia GPUs.
IBM has partnered with Anthropic to integrate Claude into its enterprise software suite, launching a new AI-first IDE designed to automate development with built-in governance and security.
OpenAI’s computing agreements have now surpassed $1 trillion, spanning deals with AMD, Nvidia, Oracle, and more – a milestone that underscores the capital intensity driving AI infrastructure expansion.