Major Tech Giants Invest Billions in AI Infrastructure
Tehran - BORNA - The demand for AI services has surged dramatically in recent years. This trend has prompted major technology companies to make massive investments in their computing infrastructure. In this report, we review several significant AI infrastructure deals signed by leading companies such as OpenAI, Meta, Oracle, Nvidia, Intel, and Amazon.
OpenAI and Broadcom: Designing Custom AI Processors
OpenAI is partnering with Broadcom to design its first in-house AI processors. These processors will have a total capacity of 10 gigawatts, roughly equivalent to the electricity consumption of over 8 million U.S. households. Production is set to begin in the second half of 2026 and is expected to be completed by 2029. This move represents a significant step toward reducing reliance on external suppliers like Nvidia and controlling infrastructure costs.
Meta and CoreWeave: $14 Billion Cloud Infrastructure Deal
Meta has signed a $14.2 billion agreement with CoreWeave to provide cloud infrastructure. This deal includes the deployment of the new Nvidia GB300 systems and will run through December 2031. The collaboration allows Meta to secure the computing capacity necessary for its AI projects.
Oracle and OpenAI: $300 Billion Cloud Computing Contract
OpenAI has entered a $300 billion agreement with Oracle to purchase computing power over the next five years. This deal is one of the largest cloud contracts in technology history and reflects OpenAI’s ambitions to expand its infrastructure significantly.
Nvidia and Intel: Joint Investment in AI Infrastructure
Nvidia is investing $5 billion in Intel shares, marking the beginning of their collaboration in developing AI infrastructure and computing products. This partnership includes the development of new x86 systems integrated with Nvidia GPUs, designed for AI processing and personal computing applications.
Amazon and Anthropic: $8 Billion Investment in OpenAI Competitor
Amazon has increased its investment in Anthropic to $8 billion to strengthen its position in the AI market. The investment includes leveraging Anthropic’s Claude models within Amazon Bedrock, demonstrating Amazon’s strategy to compete with OpenAI.
Major investments in AI infrastructure highlight the growing importance of this technology in the global tech industry. Companies like OpenAI, Meta, Oracle, Nvidia, Intel, and Amazon are employing various strategies to maintain their positions in this competitive market. This trend represents a fundamental transformation in how AI services are developed and delivered worldwide.
End article