NVIDIA, Microsoft, and Amazon discuss investing up to $60 billion in OpenAI. This is reported to crowd the AI capital. NVIDIA is an existing investor in OpenAI; its chips power OpenAI’s AI models. According to the reports of The Information, NVIDIA is additionally planning to invest up to $30 billion in OpenAI.
OpenAI Surges to $300 Billion
Naeem Aslam, CIO at Zaye Capital, posted on X that the new investments could surge OpenAI’s valuation to above $300 billion, reshaping the AI power map all of a sudden.
He also added that it is not only about funding models but also about tightening control over the AI world. OpenAI’s partnership with these firms could talk about who controls the computing, distribution, and pricing. He also opined that the presence of the biggest chipmaker and the two cloud platforms in the same AI core would shift competition into consolidation.
Microsoft is a longstanding backer, and they are in terms of investing less than $10 billion. While Amazon is a new investor in OpenAI, it is in talks to significantly invest more than $10 billion or potentially even more than $20 billion. OpenAI is on the edge of receiving a term sheet or investment commitment from these firms. Amazon’s investment will depend on separate negotiations, including a possible expansion of OpenAI’s cloud server rental deal with Amazon. This may also include a commercial agreement for OpenAI to sell its products, such as ChatGPT subscriptions, to Amazon.
SoftBank’s Foreseen Strategy
SoftBank Group earlier discussed with OpenAI to invest an additional $30 billion, thus deepening the high-stakes bet of the CEO, Masayoshi Son, on the maker of ChatGPT. This proposed investment could be a part of a massive funding round that could potentially raise up to $100 billion for OpenAI. Therefore, valuing the artificial intelligence company at around $830 billion. SoftBank thereby positions itself as a central anchor in OpenAI’s ‘war chest’. If this plan works out, it would further fix SoftBank’s position as one of OpenAI’s most significant backers. Thus, underscoring Son’s ambition to place the Japanese conglomerate at the centre of the global AI race. The latest report of NVIDIA, Microsoft, and Amazon was followed by this strategic move of SoftBank.
In December 2025, SoftBank reported that it had completed a $41 billion investment in OpenAI, making it an 11 percent stake. Son has recurrently described that his strategy is to be an ‘all-in’ wager on artificial intelligence.
OpenAI is Heating Up
OpenAI is grappling with the rising cost of training and running its AI models because of the competition from Alphabet’s Google. Furthermore, Anthropic is OpenAI’s primary competitor, and they recently reported raising $20 billion at a $350 billion valuation in late January 2026. The Information posted on X that Anthropic has hiked its 2026 revenue forecast 18%, thereby narrowing the gap with OpenAI.
It is recently reported that because of the growing competition from Anthropic, Google, and Microsoft, OpenAI is planning to shift its focus to larger corporate contracts in order to sustain its confidence and growth.
