AI Infrastructure 2 min read

OpenAI Raises $110B, Locks in 5 GW of NVIDIA AI Capacity

OpenAI raised $110 billion in new funding at a $730 billion pre-money valuation, deepening strategic ties with Amazon, NVIDIA, and SoftBank as AI demand accelerates across consumers and enterprises. The round includes $30 billion from SoftBank, $30 billion from NVIDIA, and $50 billion from Amazon, with additional investors expected to participate. The capital infusion expands OpenAI’s infrastructure capacity, global distribution, and balance sheet as it moves frontier AI systems into mainstream production use.

The company also expanded its infrastructure partnerships. OpenAI signed a multi-year strategic agreement with Amazon to co-develop a Stateful Runtime Environment delivered via AWS and to distribute OpenAI Frontier through Amazon Web Services. In parallel, OpenAI secured next-generation inference compute from NVIDIA, committing to 3 gigawatts of dedicated inference capacity and 2 gigawatts of training on NVIDIA Vera Rubin systems. This builds on existing deployments of Hopper and Blackwell GPUs across Microsoft, Oracle Cloud Infrastructure (OCI), and CoreWeave, positioning OpenAI to scale training and inference workloads globally.

OpenAI reported rapid growth across its product portfolio. ChatGPT now serves more than 900 million weekly active users and over 50 million consumer subscribers, while more than 9 million paying business users rely on the platform. Codex weekly users have more than tripled since the start of the year to 1.6 million. The company said its Frontier enterprise platform supports organizations building and managing AI agents across engineering, finance, sales, and operations. The new valuation also lifts the value of the OpenAI Foundation’s stake in OpenAI Group to more than $180 billion, expanding its philanthropic capacity.

  • $110B funding round at $730B pre-money valuation
  • $30B from SoftBank, $30B from NVIDIA, $50B from Amazon
  • 3 GW dedicated inference capacity on NVIDIA Vera Rubin systems
  • 2 GW of AI training capacity on Vera Rubin
  • 900M+ weekly active ChatGPT users
  • 50M+ consumer subscribers
  • 9M+ paying business users
  • 1.6M weekly Codex users

“We’re pushing the frontier across infrastructure, research, and products to make AI more capable, reliable, and broadly useful. SoftBank, NVIDIA, and Amazon are long-term partners who share our ambition to turn real scientific progress into systems that deliver meaningful benefits for people at global scale. Building AI that works for everyone will require deep collaboration across the stack, and we’re excited to do this together.” — Sam Altman, co-founder and CEO of OpenAI

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