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OpenAI is partnering with AMD to secure up to six gigawatts of GPUs, starting with the MI450 model in 2026. The deal includes stock warrants that could give OpenAI about 10% ownership of AMD, providing a significant boost to its computing resources amidst rising AI demand.
Blackstone is in early talks with Revolut to potentially offer its investment funds through Revolut's new private banking service. The negotiations are still in the exploratory phase, and no agreement has been finalized.
Microsoft plans to spend $500 million annually on Anthropic AI services, building on a recent $5 billion investment. The partnership allows Anthropic's sales to contribute to Microsoft sales quotas, and Microsoft is integrating Anthropic's technology into its products like GitHub and Office 365.
Nvidia's plan to invest up to $100 billion in OpenAI has hit a roadblock as internal concerns about the deal have emerged. Originally announced last September, negotiations have not progressed beyond initial stages, leaving the future of the partnership uncertain.
NVIDIA and CoreWeave are enhancing their collaboration to build over 5 gigawatts of AI factories by 2030. NVIDIA has invested $2 billion in CoreWeave, which will adopt NVIDIA's CPU and storage platforms and offer its software to global cloud service providers.
NVIDIA and Intel have announced a collaboration to develop Intel x86 RTX SoCs for PCs that will utilize NVIDIA graphics. Additionally, NVIDIA is purchasing $5 billion in Intel stock, marking a significant investment and partnership between the two tech giants, along with the introduction of custom NVIDIA data center x86 processors.
Amazon is considering a significant investment in AI firm Anthropic, potentially exceeding the $8 billion already committed last November. This move aims to enhance their strategic partnership with the AI company, according to reports from the Financial Times.
Microsoft and OpenAI have signed a new agreement to enhance their partnership, establishing Microsoft's investment in OpenAI Group PBC at approximately $135 billion. The agreement allows both companies to foster innovation independently while maintaining key elements of their collaboration, including exclusive IP rights for Microsoft until the declaration of Artificial General Intelligence (AGI).
Intel and Apple are in early discussions about a potential investment from Apple, following Intel's recent challenges in the chip market. While Apple has transitioned to using TSMC for its chips since 2020, the talks may lead to a partnership where Intel could manufacture some components for Apple, although a full return to Intel chips is unlikely.
BlackRock advisers are set to invest up to $1 billion in LendingClub as part of a strategic partnership aimed at expanding their presence in the fintech sector. This investment is expected to enhance LendingClub's offerings and market reach in personal and small business loans.
OpenAI and NVIDIA have announced a strategic partnership to deploy at least 10 gigawatts of NVIDIA systems for OpenAI's AI infrastructure, which will involve an investment of up to $100 billion from NVIDIA. The first phase is set to launch in the second half of 2026, utilizing the NVIDIA Vera Rubin platform to support the development of next-generation AI models. This collaboration aims to enhance AI capabilities and deliver significant computational resources for future innovations.