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Global companies pour billions into AI infrastructure with mega-deals

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A wave of multi-billion dollar investments is reshaping the AI landscape as chipmakers, cloud providers, and tech giants race to secure computing power for next-generation artificial intelligence. The surge follows OpenAI’s launch of ChatGPT in 2022, which sparked unprecedented demand for GPUs, cloud infrastructure, and data centers.

Key deals fueling the AI boom:

  • Nvidia & OpenAI – Nvidia to invest up to $100B in OpenAI and supply advanced AI chips, cementing its dominance in the AI ecosystem.

  • Nvidia & Intel – Nvidia invests $5B for a ~4% stake in Intel.

  • Oracle & Meta – In talks on a $20B cloud deal to boost Meta’s AI compute.

  • Oracle & OpenAI – Landmark deal worth $300B over five years for OpenAI to buy Oracle cloud capacity.

  • CoreWeave & Nvidia – $6.3B order ensuring Nvidia-backed startup CoreWeave absorbs unused cloud demand.

  • Nebius Group & Microsoft – $17.4B, five-year GPU deal to bolster Microsoft’s infrastructure.

  • Meta & Google – Six-year, $10B cloud agreement signed in August.

  • Intel & SoftBank – SoftBank injects $2B into Intel, becoming a top-10 shareholder.

  • Tesla & Samsung – $16.5B chip supply deal for Tesla’s next-gen AI6 chip, produced in Texas.

  • Meta & Scale AI – Meta takes 49% stake ($14.3B) in Scale AI, elevating CEO Alexandr Wang’s role in Meta’s AI strategy.

  • Google & Windsurf – $2.4B licensing deal for AI code generation tech.

  • CoreWeave & OpenAI – $11.9B, five-year contract signed before CoreWeave’s IPO.

  • Stargate Datacenter Project – Joint venture by SoftBank, OpenAI, Oracle, backed by U.S. President Donald Trump, with up to $500B in AI infrastructure funding.

  • Amazon & Anthropic – Amazon doubles down with a total $4B investment in Anthropic, developer of the Claude chatbot.

Why it matters:

  • Capital intensity: AI development is now measured in hundreds of billions, with infrastructure demands rivaling traditional energy projects.

  • Strategic alliances: Tech giants are securing long-term chip and cloud capacity to avoid bottlenecks.

  • Geopolitical edge: Governments, particularly the U.S., are encouraging private-public mega-projects like Stargate to keep ahead in the AI race.

The investment frenzy highlights a simple truth: the future of AI hinges not just on algorithms, but on who controls the world’s computing power.

Nissan tests Wayve-powered assisted driving system for Japan launch in 2027

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Nissan Motor announced on Monday that it has begun testing a new driver-assistance system developed in partnership with UK startup Wayve, with a commercial launch in Japan planned for the 2027 financial year.

The system was recently demonstrated in Tokyo using Nissan Ariya electric vehicles, which showcased advanced collision avoidance features tailored for busy urban environments. Unlike highways, city driving poses unique challenges due to pedestrians, parked cars, and delivery traffic.

The prototype vehicles are equipped with a powerful sensor suite:

  • 11 cameras

  • 5 radars

  • 1 lidar sensor

This setup enables Level 2 autonomous driving, meaning the system can handle steering, acceleration, and braking, but requires drivers to keep their hands on the wheel and be ready to intervene.

Wayve, backed by SoftBank and Nvidia, specializes in AI-driven self-learning systems for autonomous driving and recently opened a testing and development centre in Japan.

Nissan has been gradually advancing its driver-assist technology since launching ProPilot in 2016, followed by an upgraded version in 2019 that focused on highway driving. The new collaboration with Wayve represents Nissan’s push to bring advanced autonomy into complex urban environments.

Nvidia eyes $500 million investment in UK self-driving startup Wayve

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Nvidia has signed a letter of intent to invest $500 million in Wayve, a London-based autonomous driving technology company, during its next funding round, Wayve confirmed Thursday. The move underscores Nvidia’s growing push into self-driving and follows a broader U.S.-UK technology pact to deepen cooperation in artificial intelligence.

Founded in 2017, Wayve has developed a machine-learning approach to autonomous driving that differs from conventional systems. Instead of relying heavily on pre-mapped roads, its AI learns directly from traffic patterns and human driver behavior using vehicles equipped with camera sensors.

Wayve raised over $1 billion in 2023, led by SoftBank with backing from Nvidia, while Uber invested separately in 2024. Its autonomous driving platforms already use Nvidia chips, linking its growth to the broader global AI hardware surge.

The company operates in both the UK and U.S., while expanding testing into markets such as Germany and Japan. Nvidia’s latest move comes alongside a pledge to invest £2 billion ($2.7 billion) in Britain’s AI startup ecosystem, a signal of its commitment to both mobility technology and the UK’s broader AI ambitions.