Tech Giants Join Forces with OpenAI in $100B AI Push

A $100B partnership aims to revolutionize AI infrastructure. As AI demand surges, tech giants are investing heavily in the future.

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2025 October 3 . 11:03 PM

1 min read

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Tech Giants Join Forces with OpenAI in $100B AI Push

Tech giants Samsung Electronics, SK Hynix, and NVIDIA have joined forces with OpenAI in a strategic partnership worth over $100 billion. This collaboration aims to advance AI data center development, including the ambitious Stargate project for AI infrastructure.

The AI chip market is booming. TSMC's AI accelerator revenue is projected to double by 2025, with a compound annual growth rate in the mid-40s for the next five years. By 2026, sales of AI-capable chips and accelerators are forecast to reach nearly $600 billion.

Cloud computing services are in high demand. Amazon, Google, Microsoft, and Oracle have a combined revenue backlog of over $1 trillion. Companies and governments are integrating generative AI tools, driving the need for cloud infrastructure. NVIDIA, with a 92% share in the data center GPU market, has seen revenue growth of 62% in the first half of its fiscal 2026.

Investments in AI infrastructure are surging. The combined capital outlays of Amazon, Microsoft, Alphabet, and Meta Platforms are set to increase by 63% to $364 billion in 2025. NVIDIA, trading at 40 times forward earnings, offers an attractive opportunity for investors in this growing space.

The AI revolution is transforming industries and economies. By 2030, AI is expected to boost global productivity and GDP by 1.5%. TSMC, the world's largest semiconductor foundry, is a major beneficiary of this demand, with revenue growth of 37% in the first eight months of 2025. As AI continues to advance, strategic partnerships and significant investments will shape the future of AI infrastructure.