AI Briefing
KO

AI Scaling for Everyone

·2026.02.27 14:30

Key point

OpenAI has secured $110 billion in investment from SoftBank, NVIDIA, and Amazon to expand its infrastructure.

Details

OpenAI has secured a total of $110 billion in new investment from SoftBank ($30B), NVIDIA ($30B), and Amazon ($50B). In this round, OpenAI's valuation was assessed at $730 billion (Pre-money).

The capital and infrastructure secured through this investment will be used to deploy Frontier AI worldwide. In particular, OpenAI has entered into a strategic partnership with Amazon and secured next-generation inference computing resources from NVIDIA to expand its global reach and deepen its infrastructure.

Key product metrics are as follows:

  • Codex: Weekly users have more than tripled since early this year, reaching 1.6 million.
  • ChatGPT: Weekly active users (WAU) surpassed 900 million, with paid subscribers reaching 50 million.
  • Business users: Over 9 million paying enterprise users are utilizing ChatGPT.

Collaboration with NVIDIA will deepen further. Leveraging the Vera Rubin system, OpenAI will secure 3GW of dedicated inference capacity and 2GW of training capacity, strengthening global-scale model training and deployment capabilities beyond the existing Hopper and Blackwell systems.

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