The Next Big Theme: October 2025

2025-10-18 07:30:00 ET

Artificial Intelligence

AI Infrastructure Deals Are Getting Bigger and More Frequent

OpenAI and Nvidia ( NVDA ) inked a landmark deal under which OpenAI ( OPENAI ) will deploy at least 10 gigawatts (GW) of Nvidia systems for its next-gen AI infrastructure. Nvidia will progressively invest up to $100 billion as each gigawatt is built. ¹ OpenAI also struck a multiyear deal with Advanced Micro Devices ( AMD ) to supply up to 6 GW of its MI450 graphics processing units (GPUs), with an option for OpenAI to acquire a roughly 10 % stake in AMD via warrants tied to milestones. ² CoreWeave ( CRWV ) expanded its infrastructure agreement with OpenAI by an additional $6.5 billion, bringing the total value of their relationship to about $22.4 billion across several contract rounds. ³ CoreWeave also secured a $14.2 billion AI infrastructure contract with Meta through December 2031, further cementing its role as a GPU cloud operator. ⁴ Collectively, these deals underline how AI leaders are locking in large-scale compute capacity and securing diversified hardware and cloud partnerships to scale ever faster....

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