Doge

While the total funding goal is reportedly $100 billion, Microsoft and Amazon (along with Nvidia) are leading the charge for a massive portion of it.

• Nvidia: Leading the pack with a potential investment of up to $30 billion.
• Amazon: Looking to contribute between $10 billion and $20 billion. This is a major shift, as it positions Amazon as a key partner alongside Microsoft.
• Microsoft: Expected to add just under $10 billion to its existing multi-billion dollar stake.

Key Implications

1. Astronomical Valuation: This round could push OpenAI’s pre-money valuation to between $730 billion and $830 billion, making it one of the most valuable private entities in history.
2. Infrastructure is King: The capital is largely intended to fund massive AI infrastructure projects (like the “Stargate” supercomputer) and the immense R&D costs for next-generation models.
3. Amazon’s Strategic Entry: By joining this round, Amazon ensures its cloud platform (AWS) remains a central player in the AI race, potentially breaking Microsoft’s “exclusive” aura around OpenAI’s enterprise services.
4. SoftBank’s Role: Beyond these three, SoftBank is also rumored to be contributing around $30 billion, showing that the appetite for AI dominance is global and multi-sector.

A Quick Reality Check: While these numbers are staggering, they reflect the sheer cost of building Artificial General Intelligence (AGI). It’s no longer just a software race; it’s a hardware and energy race.