1. Nvidia, Microsoft, Oracle, Google, and other AI companies are investing heavily in building AI infrastructure to meet growing demands for computing power, with estimates suggesting $3 trillion to $4 trillion will be spent by the end of the decade.
2. Microsoft made a $1 billion investment in OpenAI in 2019, becoming its exclusive cloud provider. However, this partnership has recently ended and both companies are exploring other options for AI infrastructure.
3. Oracle signed a $30 billion cloud services deal with OpenAI in June 2025, marking it as one of the leading AI infrastructure providers and securing a significant financial boost for the company.