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Tuesday, October 27, 2026i10X News · Section desk59 stories

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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

  1. Partnership

    Accenture partnership on independent frontier-AI evaluation (≥$1B each over five years)

    With Accenture · Research

    anthropic.com (source, opens in a new tab)

  2. Partnership

    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)

  3. Partnership

    Microsoft commits multiple billions to Mistral’s European GPU capacity

    With Microsoft · Compute

    reuters.com (source, opens in a new tab)

  4. Partnership

    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)

  5. Partnership

    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)

  6. Partnership

    xAI to provide Anthropic with Colossus 1 compute

    With SpaceXAI · Compute

    x.ai (source, opens in a new tab)

  7. Partnership

    Microsoft and OpenAI amend deal, ending exclusive licence

    With OpenAI · Cloud

    openai.com (source, opens in a new tab)

  8. Partnership

    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
DateEventTypeCounterparty / roundAmountValuationSource
Sep 18, 2026Accenture 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 · researchwith Accenture——anthropic.com
Aug 17, 2026NVIDIA 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 · computewith SB Energy, OpenAI$105B—investor.nvidia.com
Jul 21, 2026Microsoft 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 · computewith Microsoft——reuters.com
Jun 22, 2026Reflection 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 · computewith Reflection AI$6.3B—cnbc.com
Jun 5, 2026Google 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 · computewith Google$30B—cnbc.com
May 6, 2026xAI to provide Anthropic with Colossus 1 compute
SpaceXAI (xAI) agrees to provide Anthropic with access to its Colossus 1 cluster.		Partnership · computewith SpaceXAI——x.ai
Apr 27, 2026Microsoft 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 · cloudwith OpenAI——openai.com
Apr 24, 2026Google 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 · investmentwith Anthropic$40B—cnbc.com
Apr 20, 2026Amazon 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 · investmentwith Amazon$25B—anthropic.com
Apr 6, 2026Google 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 · computewith Google, Broadcom——anthropic.com
Mar 2026NVIDIA 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 · investmentwith Marvell$2B—cnbc.com
Mar 16, 2026Nebius 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 · computewith Nebius$27B—nebius.com
Mar 11, 2026NVIDIA invests $2B in Nebius
Partnership to scale Nebius's full-stack AI cloud on NVIDIA platforms plus a $2B equity investment (NVIDIA, Reuters).		Partnership · investmentwith Nebius$2B—investor.nvidia.com
Mar 2, 2026NVIDIA 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 · investmentwith Lumentum, Coherent$4B—reuters.com
Feb 27, 2026NVIDIA 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 · investmentwith OpenAI$30B—openai.com
Feb 27, 2026Amazon 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 · investmentwith Amazon$50B—openai.com

Sources: company announcements & release notes, press reports.

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