Nvidia, Amazon, Microsoft eye $60B OpenAI chip investment

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Synopsis

Tech giants are reportedly in early talks to back OpenAI’s AI chip plans with up to $60B.

Article

Nvidia, Amazon, and Microsoft are reportedly in discussions to invest up to $60 billion in OpenAI to help the company build out its custom AI chip manufacturing capabilities. The talks, which are said to be in early stages, were reported by The Information and mark a potentially massive new chapter in AI infrastructure funding.

The proposed funding would be used to create a global network of semiconductor fabrication plants—or fabs—specifically designed to support OpenAI’s increasing compute demands. If finalised, it would represent one of the largest single investments in AI infrastructure to date.

According to the report, the plan is being spearheaded by OpenAI CEO Sam Altman, who has been vocal about the need to dramatically expand AI chip production to keep pace with the growth of large language models and general-purpose AI systems. Current shortages and reliance on Nvidia’s GPUs have exposed bottlenecks across the AI ecosystem.

Microsoft, OpenAI’s key strategic partner and investor, would likely play a pivotal role in the buildout. Amazon and Nvidia’s involvement would further strengthen the supply chain, with Nvidia bringing technical expertise and Amazon offering scale and cloud infrastructure capabilities.

Analysts suggest this move could give OpenAI more control over its hardware supply and lower long-term costs—key to sustaining the competitive race in generative AI. The initiative may also signal a shift in strategy from depending on external chipmakers to becoming a vertically integrated AI company.

No official confirmation has been made by the companies involved, and terms are still under negotiation. But the scale and ambition of the plan suggest OpenAI is preparing for a future where AI development is constrained not by software — but by silicon.