<p>(Changes dateline, adds details on Nvidia and Lumentum)</p>
<p>March 2 (Reuters) - Nvidia  (NVDA.O)  will invest $2 billion each in photonic product makers Lumentum  (LITE.O)  and Coherent  (COHR.N)  to support the companies’ research and development and manufacturing operations in the United States.</p>
<p>Here is a list of multi-billion-dollar AI, cloud and chip deals signed recently:</p>
<h3>OPENAI DEALS</h3>
<h3>AMAZON AND OPENAI</h3>
<p>Amazon  (AMZN.O)  is considering an investment of around $10 billion in OpenAI, though talks remain “very fluid,” according to a source who requested anonymity due to the private nature of their talks.</p>
<h3>DISNEY AND OPENAI</h3>
<p>Walt Disney  (DIS.N)  to invest $1 billion in OpenAI and will let the ChatGPT-parent use characters from Star Wars, Pixar and Marvel franchises in its Sora AI video generator - a move that could transform Hollywood content creation.</p>
<p>As part of the three-year licensing agreement, Sora and ChatGPT Images will begin generating videos featuring licensed Disney characters such as Mickey Mouse, Cinderella, and Mufasa early next year. The deal excludes any talent likeness or voices.</p>
<h3>BROADCOM AND OPENAI</h3>
<p>OpenAI has partnered with Broadcom  (AVGO.O)  to produce its first in-house artificial intelligence processors, the latest tie-up for the world’s most valuable startup for computing power amid surging demand for its services.</p>
<h3>AMD AND OPENAI</h3>
<p>AMD  (AMD.O)  agreed to supply artificial intelligence chips to OpenAI in a multi-year deal that would also give the ChatGPT creator the option to buy up to roughly 10% of the chipmaker.</p>
<h3>NVIDIA AND OPENAI</h3>
<p>Nvidia is set to invest up to $100 billion in OpenAI and supply it with data center chips, in a deal giving the chipmaker a financial stake in OpenAI. OpenAI is already an important customer for Nvidia.</p>
<h3>ORACLE AND OPENAI</h3>
<p>Oracle  (ORCL.N)  is reported to have signed one of the biggest cloud deals ever with OpenAI, under which the ChatGPT maker is expected to buy $300 billion in computing power from the company for about five years.</p>
<h3>COREWEAVE AND OPENAI</h3>
<p>CoreWeave  (CRWV.O)  signed a five-year contract worth $11.9 billion with OpenAI in March, before the Nvidia-backed startup’s IPO.</p>
<h3>STARGATE DATACENTER PROJECT</h3>
<p>Stargate is a joint venture between SoftBank, OpenAI and Oracle to build data centers. The project was announced in January by U.S. President Donald Trump, who said that the companies would invest up to $500 billion to fund infrastructure for artificial intelligence.</p>
<h3>META DEALS</h3>
<h3>META AND AMD</h3>
<p>AMD will sell up to $60 billion worth of artificial intelligence chips to Meta  (META.O)  in a deal that allows the social media firm to purchase as much as 10% of the chip firm.</p>
<p>AMD will supply six gigawatts’ worth of chips to Meta, starting with one gigawatt of the company’s forthcoming MI450 flagship hardware in the second half of this year.</p>
<p>In addition to AMD’s flagship graphics chips, Meta also plans to buy central processors, including a variant that will be customized for the social media platform’s needs.</p>
<h3>META AND MANUS</h3>
<p>Meta to acquire Chinese startup Manus as CEO Mark Zuckerberg aims to boost efforts to integrate agentic AI tools into its consumer-facing platforms such as Facebook, Instagram and WhatsApp. The deal values Manus at $2 billion to $3 billion, according to a source, though financial terms were not disclosed.</p>
<h3>META AND COREWEAVE</h3>
<p>CoreWeave has signed a $14 billion agreement with Meta to supply computing power to the Facebook parent.</p>
<h3>META AND ORACLE</h3>
<p>Oracle is in talks with Meta for a multi-year cloud computing deal worth about $20 billion, underscoring the social media giant’s drive to secure faster access to computing power.</p>
<h3>META AND GOOGLE</h3>
<p>Google  (GOOGL.O)  struck a six-year cloud computing deal with Meta Platforms worth more than $10 billion, Reuters had reported in August.</p>
<h3>META AND SCALE AI</h3>
<p>Meta took a 49% stake for about $14.3 billion in Scale AI and brought in its 28-year-old CEO, Alexandr Wang, to play a prominent role in the tech giant’s artificial intelligence strategy.</p>
<h3>NVIDIA DEALS</h3>
<h3>NVIDIA AND GROQ</h3>
<p>Nvidia has agreed to license chip technology from startup Groq and hire its CEO Jonathan Ross, who helped Google start its AI chip program, among other engineers at the company. CNBC reported that Nvidia had agreed to acquire Groq’s assets for $20 billion.</p>
<h3>NVIDIA, LUMENTUN AND COHERENT</h3>
<p>Nvidia will invest $2 billion each in photonic product makers Lumentum and Coherent to support the companies’ research and development and manufacturing operations in the U.S., the companies said.</p>
<h3>MICROSOFT, NVIDIA, AND ANTHROPIC</h3>
<p>Microsoft  (MSFT.O)  will invest up to $5 billion and Nvidia  up to $10 billion in Anthropic, while the Claude maker will pledge $30 billion to run its workloads on Microsoft’s cloud.</p>
<p>Under the agreement, Anthropic will commit up to 1 gigawatt of compute, powered by Nvidia’s advanced Grace Blackwell and Vera Rubin hardware. The company will also team up with Nvidia to improve chips and AI models for better performance.</p>
<h3>NVIDIA-BACKED GROUP AND ALIGNED DATA CENTERS</h3>
<p>An investor group including BlackRock  (BLK.N) , Microsoft and Nvidia is buying U.S.-based Aligned Data Centers, one of the world’s biggest data center operators with nearly 80 facilities, in a deal worth $40 billion.</p>
<h3>NVIDIA AND INTEL</h3>
<p>Nvidia will invest $5 billion in Intel  (INTC.O) , giving it roughly 4% of the company after new shares are issued.</p>
<h3>COREWEAVE AND NVIDIA</h3>
<p>CoreWeave signed a $6.3 billion initial order with backer Nvidia, a deal that guarantees that the AI chipmaker will purchase any cloud capacity not sold to customers.</p>
<h3>GOOGLE DEALS</h3>
<h3>GOOGLE AND TEXAS</h3>
<p>Google will invest $40 billion in three new data centers in Texas through 2027. One of the data centers will be in Armstrong County, in the Texas Panhandle, and the other two in Haskell County, a stretch of West Texas near Abilene.</p>
<p>The company is also continuing to invest in its existing Midlothian campus and Dallas cloud region, part of the company’s global network of 42 cloud regions.</p>
<h3>GOOGLE AND WINDSURF</h3>
<p>Google hired several key staff members from AI code generation startup Windsurf and will pay $2.4 billion in license fees as part of the deal to use some of Windsurf’s technology under non-exclusive terms.</p>
<h3>OTHERS</h3>
<h3>NEBIUS GROUP AND MICROSOFT</h3>
<p>Nebius Group  (NBIS.O)  will provide Microsoft with GPU infrastructure capacity in a deal worth $17.4 billion over a five-year term.</p>
<h3>INTEL AND SOFTBANK GROUP</h3>
<p>Intel is getting a $2 billion capital injection from SoftBank Group  (9984.T) , making the Japanese tech investor one of the top-10 shareholders of the troubled U.S. chipmaker.</p>
<h3>TESLA AND SAMSUNG</h3>
<p>Tesla  (TSLA.O)  signed a $16.5 billion deal to source chips from Samsung Electronics  (005930.KS) , with the EV maker’s CEO Elon Musk saying that the South Korean tech giant’s new chip factory in Texas would make Tesla’s next-generation AI6 chip.</p>
<h3>AMAZON AND ANTHROPIC</h3>
<p>Amazon.com  (AMZN.O)  pumped $4 billion into OpenAI competitor Anthropic, doubling its investment in the firm known for its GenAI chatbot Claude.</p>
<h3>SOFTBANK AND DIGITALBRIDGE</h3>
<p>SoftBank Group  (9984.T)  will acquire digital infrastructure investor DigitalBridge Group  (DBRG.N)  in a deal valued at $4 billion as the Japanese investment firm looks to expand its AI-related portfolio.</p>

COHR

LITE

CRWV

<p>Nvidia plans to invest $2 billion each in Lumentum and Coherent to enhance their R&D and manufacturing in the U.S. Major AI investments include Amazon considering $10 billion in OpenAI, Disney's $1 billion investment in OpenAI, and partnerships with Broadcom and AMD for AI chips. Oracle signed a $300 billion cloud deal with OpenAI, while Meta is involved in multiple AI-related agreements, including a $60 billion chip deal with AMD and a $14 billion contract with CoreWeave. Overall, significant funding is flowing into AI infrastructure as demand surges.</p>

- Nvidia will invest $2 billion each in photonic product makers Lumentum and Coherent to enhance their R&D and manufacturing in the U.S.  
- Amazon is considering a $10 billion investment in OpenAI, while Walt Disney will invest $1 billion in exchange for licensing its characters for AI-generated videos.  
- Other significant deals include AMD's $60 billion AI chip supply to Meta, and Google’s $40 billion investment in data centers in Texas.

Reuters

Coherent Corp.

Lumentum

Coreweave

Meta Platforms

C3.AI

Disney

Amazon

Broadcom

Oracle

OpenAI

GraniteShares 2x Long AMZN Daily ETF

Invesco S&P 500 Equal Weight Tech ETF

Roundhill AMZN WeeklyPay ETF

First Trust Nasdaq Food & Semicon

T-Rex 2X Long NVIDIA Daily Target ETF

Invesco Semiconductors ETF

GraniteShares 2x Long NVDA Daily ETF

Direxion Daily NVDA Bull 2X Shares

SPDR S&P Semicon

Defiance Daily Target 2X Long ORCL ETF

YieldMax AI Option Income Strategy ETF

Invesco AI and Next Gen Software ETF

Spdr Select Tech

Global X Cloud Computing ETF

VG Info Tech

Invesco PHLX Semiconductor ETF

GraniteShares 2x Long META Daily ETF

GraniteShares 2x Long AMD Daily ETF

iShares Semiconductor ETF

Direxion Semicon Bull 3X

FACTBOX-From OpenAI to Nvidia, firms channel billions into AI infrastructure as demand booms