AI Compute Deals

NVIDIA AI compute deals

NVIDIA is party to 7 deals in the ledger, buyer in 2 and seller in 5. The 4 with a stated price add up to $138.3B in headline value. Stated capacity: 15.5 GW. Counterparties: OpenAI, Meta, CoreWeave, HUMAIN.

Verified 9 Nov 2026. Sums count each row’s headline figure as stated, cancelled deals excluded. Open in the full ledger

  1. NVIDIA invests $30B in OpenAI's $110B round

    Sells to OpenAI

    $30 billion equity. The round was announced at $110 billion at a $730 billion valuation and later confirmed at about $122 billion. Built In ties the deal to 3 GW of inference and 2 GW of training capacity on NVIDIA Vera Rubin.

    $30B1 signed

  2. Meta–NVIDIA multiyear deal for Blackwell, Rubin GPUs and Grace CPUs

    Sells to Meta

    Not disclosed. Analysts estimate tens of billions of dollars (Pure AI).

    n/d signed

  3. NVIDIA invests $2B in CoreWeave; 5 GW AI factory framework

    Buys from CoreWeave

    $2 billion for 22,935,780 shares at $87.20 (closed 23 Jan 2026). The 5 GW buildout depends on future agreements.

    $2B1 5 GW completed

  4. HUMAIN expands NVIDIA deal to up to 600,000 GPUs

    Sells to HUMAIN

    No dollar value disclosed. 'Up to' 600,000 GPUs; Saudi/US split not given.

    n/d expanded

  5. OpenAI–NVIDIA 10 GW letter of intent (up to $100B investment)

    Sells to OpenAI

    "Invest up to $100 billion" progressively per gigawatt deployed. Letter of intent, not a definitive agreement. In Feb 2026 NVIDIA instead committed $30 billion in OpenAI's funding round (see separate record).

    $100B1 10 GW announced

  6. NVIDIA–CoreWeave $6.3B unused-capacity order

    Buys from CoreWeave

    Initial order value $6.3 billion (order dated 9 Sept 2025; 8-K report date 15 Sept 2025).

    $6.3B1 signed

  7. HUMAIN–NVIDIA AI factories in Saudi Arabia (up to 500 MW)

    Sells to HUMAIN

    No dollar value disclosed. 18,000 GPUs is the first phase.

    n/d 0.5 GW expanded