Hardware Deals
Monitor AI hardware deals including GPU supply agreements, chip partnerships, and semiconductor contracts with NVIDIA, AMD, Intel, and others.
9
$226.5B
+1 undisclosed
OpenAI to deploy 6GW of AMD GPUs, AMD issues warrant for up to 160M shares (10% stake)
Lease-to-own deal for AI chips, deploying 300,000-550,000 NVIDIA GB200/GB300 chips for Colossus 2 data center
Nvidia to invest up to $100B in OpenAI for 10GW AI infrastructure deployment starting 2026
Tesla increases reliance on AMD AI processors alongside Nvidia
Multi-year GPU supply deal for Tesla's 67k H100/H200 Cortex training cluster
Samsung supplies AI6 chips for Tesla vehicles and robots
Multi-year supply agreement for H100 and GB200 chips for Azure AI
Supply agreement for H100 GPUs for AWS AI services
Multi-year GPU supply for Google Cloud AI infrastructure