The billion-dollar infrastructure deals powering the AI boom

It takes a lot of computer energy to operate the AI ​​product – and with the technology industry race to take advantage of the power of artificial intelligence models, there is a parallel racing to build the infrastructure that you will run. In a recent profit call, Gensen Huang, CEO of NVIDIA, estimated that between $ 3 and 4 trillion dollars will be spent on Amnesty International’s infrastructure by the end of the contract – with many of these funds from artificial intelligence companies themselves. Along the way, they put tremendous pressure on the power networks, and they push the capacity of industry to the maximum.

Below, we have developed everything we know about the largest infrastructure projects of Amnesty International, including the main spending of Meta, Oracle, Microsoft, Google and Openai. We will keep it update with the boom continuing, and the numbers rise.

Microsoft Investments valued at $ 1 billion in Openai

It can be said that this deal that started the entire contemporary artificial intelligence boom: In 2019Microsoft has invested a billion dollars in a loud non -profit institution called Openai, which is often known for its association with Elon Musk. Decally, the deal Microsoft made the exclusive cloud provider of Openai-and since the ideal training demands have become more intense, Microsoft’s investments began to attend In the form of azure cloudy credit Instead of criticism. It was a lot for both sides: Microsoft managed to claim more Azure sales, and Openai got more money for its largest individual expenses. In the years after that, Microsoft will build its investments into approximately $ 14 billion-a step that is scheduled to bear fruit dramatically when Openai turns into a profitable company.

The partnership between the two companies is recently not binding. In January, Openai announced that it would achieve Microsoft cloud is no longer used exclusivelyInstead, the company granted the first rejection of future infrastructure demands, but following others if Azure cannot meet their needs. Recently, Microsoft has begun to explore other basis models for operating their AI products, and establishing more independence from the artificial intelligence giant.

Openai’s ranking with Microsoft was so successful that it became a common practice of artificial intelligence services for its signature with a specific cloud provider. The anthropies received $ 8 billion in investment from Amazon, while Make adjustments at the nucleus level The company’s devices to make it better to train artificial intelligence. Google Cloud also signed Amnesty International Companies such as Lovable and Windsurf As “primary computing partners”, although these deals were not involved in any investment. Even Openai returned to the well, where he got an investment of $ 100 billion from NVIDIA In SeptemberGive her the ability to buy more graphics processing units for the company.

Oracle ascension

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On June 30, 2025, Oracle revealed in the SEC file that it signed a $ 30 billion cloud deal with an unveiled partner, more than the company’s cloud revenue for all the previous fiscal year. Openai was ultimately detected as a partner, Oracle insurance A spot alongside Google As one of the Openai series of post -Microsoft hosting partners. It is not surprising, that the company’s shares have been shot.

After a few months, this happened again. On September 10Oracle unveiled a five -year deal worth $ 300 billion for energy, is scheduled to start in 2027. Oracle shares I went up to the topThe founder, Larry Ellison, made the richest man in the world for a short period. The huge scale of the deal is amazing: Openaii does not have $ 300 billion to spend, so the number assumes a huge growth for both companies, and more than a little faith. But before spending one dollar, the deal has already strengthened Oracle as one of the senior infrastructure providers – and a financial force that must be calculated.

Building Easter Data Centers Tomorrow

For companies like Meta that already has Heritage infrastructureThe story is more complicated – although it is expensive. Mark Zuckerberg said that Mita plans to spend $ 600 billion on US infrastructure During the end of 2028. In the first half of 2025, the company spent Other $ 30 billion From the previous year, it is largely driven by the growing ambitions of the company’s artificial intelligence. Some of this spending goes towards the contracts of the big ticket cloud, such as a conversation A $ 10 billion deal with Google CloudBut more resources are poured into huge new data centers. A new site with an area of ​​2250 acres in Louisiana, It is called HyperionIt will cost an estimated $ 10 billion to build and Providing an estimated 5 gigawat. It is worth noting that the site includes an arrangement with a local nuclear power plant to deal with increased energy load. It is expected that online a smaller site in Ohio, called Prometheus, in 2026, is expected to be backed by natural gas.

This type of construction comes with real environmental costs. Elon Musk’s Xai built its own hybrid data center and a power generation plant in South Memphis, Tennessee. The factory soon became one of the largest chemicals that produce smoky fog, thanks to a series of natural gas turbines that Experts say that the violation of the clean air law.

Stargate Moonshot

Just two days after his second inauguration, President Trump announced a joint venture between Softbank, Openai and Oracle, which aims to spend AI’s infrastructure of $ 500 billion in the United States. The project was named after “Stargate” after the 1994 movie, with incredible quantities of noise, as Trump described it as “the largest project for Amnesty International’s infrastructure in history. Sam -German seemed to agree, saying:” I think this will be the most important project in this era. ”

In broad strokes, the plan for Softbank was to provide financing, with Oracle dealing with construction with inputs from Openai. Supervising everything was Trump, who promised to remove any organizational obstacles that might slow the construction. But there were doubts from the beginning, including Elon Musk, Altman’s business competitor, who claimed that the project did not have the available money.

As the noise is low, the project lost some momentum. In AugustBloomberg stated that the partners failed to reach a consensus. However, the project was presented forward with a construction Eight data centers in Abelene, TexasWith construction on the final building, it is scheduled to end by the end of 2026.

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