Partnerships & Deals

AI partnerships, cloud and compute deals, and major contracts.

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Deal table

Rounds, valuations, acquisitions and partnerships · who with whom · latest 8 below, 16 in the table

Sep 18, 2026Partnership
Accenture partnership on independent frontier-AI evaluation (≥$1B each over five years)
With Accenture · Research
anthropic.com (source, opens in a new tab)
Aug 17, 2026Partnership
NVIDIA guarantees up to $105B for OpenAI’s Ohio data-center campus
With SB Energy, OpenAI · Compute · $105B
Residual-value guarantee for OpenAI's 20-year lease of SB Energy's PORTS-Pike campus in Pike County, Ohio: 4.25 GW initially plus a 3.75 GW option, online from 2028. NVIDIA pays only on default; OpenAI must reimburse.
investor.nvidia.com (source, opens in a new tab)
Jul 21, 2026Partnership
Microsoft commits multiple billions to Mistral’s European GPU capacity
With Microsoft · Compute
reuters.com (source, opens in a new tab)
Jun 22, 2026Partnership
Reflection AI signs ~$6.3B Colossus 2 compute deal with SpaceX
With Reflection AI · Compute · $6.3B
cnbc.com (source, opens in a new tab)
Jun 5, 2026Partnership
Google to pay SpaceX $920M a month for Colossus compute (~$30B through 2029)
With Google · Compute · $30B
Per SpaceX's SEC filing: about 110,000 NVIDIA GPUs from October 2026 to June 2029, ramping through September at a reduced fee; either side may terminate after Dec 31, 2026 with 90 days' notice (CNBC, Bloomberg).
cnbc.com (source, opens in a new tab)
May 6, 2026Partnership
xAI to provide Anthropic with Colossus 1 compute
With SpaceXAI · Compute
x.ai (source, opens in a new tab)
Apr 27, 2026Partnership
Microsoft and OpenAI amend deal, ending exclusive licence
With OpenAI · Cloud
openai.com (source, opens in a new tab)
Apr 24, 2026Partnership
Google to invest up to $40B in Anthropic ($10B now)
With Anthropic · Investment · $40B
Google commits $10B in cash now and up to $30B more tied to performance milestones; confirmed by both companies. Before the deal Google had invested over $3B and reportedly held ~14% (CNBC, Reuters).
cnbc.com (source, opens in a new tab)

Latest 16 rounds & deals as a table

Date	Event	Type	Counterparty / round	Amount	Valuation	Source
Sep 18, 2026	Accenture partnership on independent frontier-AI evaluation (≥$1B each over five years) Accenture embeds evaluators at Anthropic; both companies expect to invest at least $1B in evaluation capacity over five years.	Partnership · research	with Accenture	—	—	anthropic.com
Aug 17, 2026	NVIDIA guarantees up to $105B for OpenAI’s Ohio data-center campus Residual-value guarantee for OpenAI's 20-year lease of SB Energy's PORTS-Pike campus in Pike County, Ohio: 4.25 GW initially plus a 3.75 GW option, online from 2028. NVIDIA pays only on default; OpenAI must reimburse.	Partnership · compute	with SB Energy, OpenAI	$105B	—	investor.nvidia.com
Jul 21, 2026	Microsoft commits multiple billions to Mistral’s European GPU capacity Microsoft will use Mistral Compute capacity in Europe and add Mistral models to Azure, Foundry and Copilot Studio; not a new equity investment (Reuters).	Partnership · compute	with Microsoft	—	—	reuters.com
Jun 22, 2026	Reflection AI signs ~$6.3B Colossus 2 compute deal with SpaceX Reflection gets NVIDIA GB300 capacity at Colossus 2 and pays $150M per month from July 1, 2026 through 2029 (~$6.3B if run to term); terminable with 90 days' notice after three months (CNBC, Reuters, WSJ).	Partnership · compute	with Reflection AI	$6.3B	—	cnbc.com
Jun 5, 2026	Google to pay SpaceX $920M a month for Colossus compute (~$30B through 2029) Per SpaceX's SEC filing: about 110,000 NVIDIA GPUs from October 2026 to June 2029, ramping through September at a reduced fee; either side may terminate after Dec 31, 2026 with 90 days' notice (CNBC, Bloomberg).	Partnership · compute	with Google	$30B	—	cnbc.com
May 6, 2026	xAI to provide Anthropic with Colossus 1 compute SpaceXAI (xAI) agrees to provide Anthropic with access to its Colossus 1 cluster.	Partnership · compute	with SpaceXAI	—	—	x.ai
Apr 27, 2026	Microsoft and OpenAI amend deal, ending exclusive licence Amended terms: Microsoft stays primary cloud partner but loses exclusivity; OpenAI may sell products on other clouds.	Partnership · cloud	with OpenAI	—	—	openai.com
Apr 24, 2026	Google to invest up to $40B in Anthropic ($10B now) Google commits $10B in cash now and up to $30B more tied to performance milestones; confirmed by both companies. Before the deal Google had invested over $3B and reportedly held ~14% (CNBC, Reuters).	Partnership · investment	with Anthropic	$40B	—	cnbc.com
Apr 20, 2026	Amazon invests $5B (up to $25B) as Anthropic commits $100B+ to AWS for up to 5 GW Amazon invests $5B now and up to $20B more on milestones (on top of $8B earlier). Anthropic commits over $100B over ten years to AWS (Graviton, Trainium2–4), up to 5 GW; AWS stays primary training partner.	Partnership · investment	with Amazon	$25B	—	anthropic.com
Apr 6, 2026	Google and Broadcom: multiple GW of next-gen TPUs for Anthropic (~3.5 GW via Broadcom from 2027) Expands the Oct 2025 TPU deal. Broadcom's 8-K: Anthropic will access ~3.5 GW through Broadcom starting 2027. Mostly US-sited, part of Anthropic's $50B US infrastructure pledge.	Partnership · compute	with Google, Broadcom	—	—	anthropic.com
Mar 2026	NVIDIA invests $2B in Marvell $2B investment via Series A convertible preferred shares, part of NVIDIA's push into optics and networking (CNBC, Marvell filing).	Partnership · investment	with Marvell	$2B	—	cnbc.com
Mar 16, 2026	Nebius signs up to $27B AI infrastructure deal with Meta $12B for dedicated GPU capacity from early 2027 plus up to $15B of additional capacity over five years (agreement effective March 13, 2026, per Nebius SEC filing).	Partnership · compute	with Nebius	$27B	—	nebius.com
Mar 11, 2026	NVIDIA invests $2B in Nebius Partnership to scale Nebius's full-stack AI cloud on NVIDIA platforms plus a $2B equity investment (NVIDIA, Reuters).	Partnership · investment	with Nebius	$2B	—	investor.nvidia.com
Mar 2, 2026	NVIDIA invests $2B each in Lumentum and Coherent for optics Strategic partnerships to develop optical/photonics technology for next-generation data centers; announced by NVIDIA, Lumentum and Coherent.	Partnership · investment	with Lumentum, Coherent	$4B	—	reuters.com
Feb 27, 2026	NVIDIA commits $30B to OpenAI’s $110B funding round NVIDIA and SoftBank each commit $30B and Amazon $50B to a $110B round at $730B pre-money; the round later closed at $122B ($852B post-money).	Partnership · investment	with OpenAI	$30B	—	openai.com
Feb 27, 2026	Amazon to invest $50B in OpenAI; AWS deal expands by $100B to 2 GW of Trainium Amazon invests $50B ($15B upfront, $35B on conditions) as part of OpenAI's $122B round. AWS becomes exclusive third-party cloud for OpenAI Frontier; the $38B AWS deal grows by $100B over 8 years incl. ~2 GW of Trainium.	Partnership · investment	with Amazon	$50B	—	openai.com

Sources: company announcements & release notes, press reports.

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