OpenAI raises $110B at a $730B pre-money valuation
OpenAI announced $110B in new investment — $30B from SoftBank, $30B from NVIDIA and $50B from Amazon, with Reuters and the NYT citing an $840B figure including the new money.
The Amazon piece makes AWS the exclusive third-party cloud provider for OpenAI's Frontier enterprise agent platform and adds 2 GW of Trainium capacity; the NVIDIA expansion adds 3 GW of dedicated inference and 2 GW of training on Vera Rubin. OpenAI says weekly Codex users have more than tripled to 1.6M this year, ChatGPT has 900M+ weekly actives and 50M+ subscribers.
WHY IT MATTERS
Compute commitments this large set the training budget for the next several model generations, and the retail tranche signals how OpenAI intends to fund itself once public-market scrutiny applies.