Tuesday, October 27, 2026i10X News · Section desk59 stories
Business
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
Partnership
Accenture partnership on independent frontier-AI evaluation (≥$1B each over five years)
anthropic.com (source, opens in a new tab)Partnership
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.
investor.nvidia.com (source, opens in a new tab)Partnership
Microsoft commits multiple billions to Mistral’s European GPU capacity
reuters.com (source, opens in a new tab)Partnership
Reflection AI signs ~$6.3B Colossus 2 compute deal with SpaceX
cnbc.com (source, opens in a new tab)Partnership
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).
cnbc.com (source, opens in a new tab)Partnership
xAI to provide Anthropic with Colossus 1 compute
x.ai (source, opens in a new tab)Partnership
Microsoft and OpenAI amend deal, ending exclusive licence
openai.com (source, opens in a new tab)Partnership
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).
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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