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575 What OpenAI’s New Deals Mean for Amazon, Microsoft and Nvidia

The Information
Aaron Holmes @ The Information · 02/27/2026 13:38 EDT

What OpenAI’s New Deals Mean for Amazon, Microsoft and Nvidia

OpenAI’s wide-ranging partnership with Amazon, announced on Friday as part of a bigger series of funding agreements valuing the company at $730 billion before the investment, means the ChatGPT creator will soon have two of the three biggest cloud firms pitching its services. But can both Amazon and Microsoft get a big boost without encroaching on each other’s territory?

Then there’s the impact on Nvidia, which is putting in $30 billion as part of an expanded chip deal. OpenAI is discussing raising addition

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