Who has promised money to whom in AI

NVIDIA

NVIDIA has been promised money by 2 companies, and it has promised money to 34 companies.

FT's totals are $0.17bn promised to NVIDIA and $142.1bn promised by NVIDIA.

Open the interactive page for NVIDIA Show NVIDIA in the chart of all companies

Companies that have promised money to NVIDIA

CompanyAmount of the deals between the two
IRENnot published
Micronnot published

Companies that NVIDIA has promised money to

CompanyAmount of the deals between the two
OpenAI$100bn
Anthropic$10bn
NVIDIA ecosystem AI infrastructure customersnot published
NVIDIA-SK AI factory and memory ecosystemnot published
xAInot published
CoreWeavenot published
IRENnot published
Nscalenot published
Scale AInot published
Volta Infrastructurenot published
Sharon AInot published
SK hynixnot published
Intelnot published
Safe Superintelligence Inc. (SSI)not published
MediaTeknot published
Mistral AInot published
Marvellnot published
SB Energynot published
Wayvenot published
Coherenot published
NAVERnot published
Nokianot published
Lambdanot published
Run:ainot published
Figure AInot published
Crusoenot published
Perplexity AInot published
Poolsidenot published
Runwaynot published
Hugging Facenot published
Enterprise customersnot published
Micronnot published
SB Energy / PORTS-Pike Technology Campusnot published
SK Group / SK Telecom / SK hynix / NVIDIAnot published

Loops

NVIDIA is one of the 11 companies in the data that are part of a loop. A loop is a route along the links that returns to the company where it started.

NVIDIA and IREN have each promised money to the other.

NVIDIA and Micron have each promised money to the other.

Deals that FT lists for NVIDIA

FT published the amount and the date of each deal only for OpenAI and Anthropic. The list holds the deals of those two companies that name NVIDIA.

  • NVIDIA → OpenAI $100bn

    22 September 2025. Equity investment.

    NVIDIA and OpenAI announced an LOI for at least 10GW of NVIDIA systems, with NVIDIA intending to invest up to $100B progressively as capacity is deployed.

    Note in FT's data: Tracked because it shaped market narratives; later official 2026 rows capture replacement/closed investment amounts.

  • NVIDIA → Anthropic $10bn

    18 November 2025. Equity investment.

    NVIDIA committed to invest up to $10B in Anthropic as part of a partnership also involving Microsoft Azure compute.

    Note in FT's data: Marked conditional because it is an up-to amount.

  • NVIDIA → Amazon, NVIDIA, SoftBank amount not disclosed

    27 February 2026. Equity investment.

    OpenAI announced $110B of new investment at a $730B pre-money valuation, composed of Amazon, NVIDIA and SoftBank commitments.

    Note in FT's data: Total row; component rows should not be summed separately.

Shares of revenue

Sona estimates how much of a supplier's revenue comes from each of its customers, and FT published the estimates for five suppliers. The numbers are shares of revenue, and they are not amounts of promised money.

Share of NVIDIA's revenue that comes from each customer
Microsoft22%
Amazon14%
SMCI10%
Google5%
Share of each supplier's revenue that comes from NVIDIA
SK hynix27%
TSMC19%