OpenAI announced a $110 billion funding round on Friday, valuing the company at a $730 billion pre-money valuation. The investment includes $30 billion from SoftBank Group, $30 billion from NVIDIA (NASDAQ: NVDA), and $50 billion from Amazon (NASDAQ: AMZN).
The round also strengthens OpenAI’s strategic partnerships with Amazon and NVIDIA, expanding the company’s infrastructure and distribution capabilities. OpenAI stated that additional financial investors are expected to join as the fundraising progresses.
As a result of the new funding, the value of the OpenAI Foundation’s stake in OpenAI Group has risen to more than $180 billion.
Rapid User Growth Across Products
OpenAI reported strong growth across its product ecosystem. Codex, the company’s AI-powered coding tool, now serves 1.6 million weekly users, more than tripling since the beginning of the year.
ChatGPT continues to expand globally, with over 900 million weekly active users. More than 9 million paying business customers rely on ChatGPT for workplace productivity, while consumer subscriptions have surpassed 50 million users. January and February are on track to become the largest months for new subscriber additions in OpenAI’s history.
Expanded Amazon Web Services Partnership
Under the expanded partnership with Amazon Web Services (AWS), AWS will become the exclusive third-party cloud provider for OpenAI Frontier, the company’s enterprise platform for building and managing AI agents at scale.
OpenAI and Amazon are also developing a Stateful Runtime Environment powered by OpenAI’s models. This environment will be available through Amazon Bedrock and is expected to launch in the coming months.
The companies are expanding their existing $38 billion multi-year agreement by an additional $100 billion over eight years. OpenAI has committed to using approximately 2 gigawatts of Trainium AI chip capacity through AWS infrastructure to support growing demand for Frontier, Stateful Runtime, and other advanced AI workloads.
Amazon’s $50 billion investment will begin with an initial $15 billion, followed by another $35 billion once specific conditions are met.
NVIDIA Strengthens Infrastructure Ties
OpenAI’s agreement with NVIDIA includes 3 gigawatts of dedicated inference capacity and 2 gigawatts of training capacity using NVIDIA’s Vera Rubin systems. This expands on the Hopper and Blackwell systems already deployed across Microsoft, Oracle Cloud Infrastructure, and CoreWeave environments.
In addition, OpenAI and Amazon will collaborate on customized AI models for Amazon developers, supporting customer-facing applications and complementing Amazon’s existing Nova model family.
OpenAI CEO Sam Altman described SoftBank, NVIDIA, and Amazon as long-term strategic partners aligned with the company’s goal of transforming scientific advances into scalable AI systems that deliver global benefits.
Amazon CEO Andy Jassy added that the collaboration around stateful runtime environments will significantly expand what developers can achieve when building AI applications and autonomous agents.
