/hikky/ - Nvidia AI deals Rank | Counterparty / Program | Deal Type | Approx Magnitude -----|-------------------------------|----------------------------|----------------- 1 | OpenAI (AI infra partnership) | Dedicated AI data centers | ~$100B / ~10 GW 2 | Hyperscalers (MSFT, AMZN, GCP) | GPU supply + co-design | Tens of $B / yr 3 | Anthropic ecosystem | Compute + strategic stake | ~$40–50B scale 4 | Saudi Arabia (HUMAIN) | Sovereign AI factories | Multi-$B GPUs 5 | EU national AI builds | Regional AI infrastructure | Multi-$B GPUs 6 | South Korea (Samsung, SK, etc) | Industrial + AI compute | 100k+ GPUs 7 | Synopsys | Strategic equity + tools | ~$2B 8 | Biopharma (Eli Lilly, others) | AI research platforms | ~$1B 9 | Telco / Networking (Nokia) | AI-native networks | ~$1B class 10 | Media / Creative (UMG) | Generative AI tooling

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Thread #20

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Anonyymi 01/13/26(Tue)14:23:06 No. 20 >>23

Nvidia AI deals

Rank | Counterparty / Program | Deal Type | Approx Magnitude

-----|-------------------------------|----------------------------|-----------------

1 | OpenAI (AI infra partnership) | Dedicated AI data centers | ~$100B / ~10 GW

2 | Hyperscalers (MSFT, AMZN, GCP) | GPU supply + co-design | Tens of $B / yr

3 | Anthropic ecosystem | Compute + strategic stake | ~$40–50B scale

4 | Saudi Arabia (HUMAIN) | Sovereign AI factories | Multi-$B GPUs

5 | EU national AI builds | Regional AI infrastructure | Multi-$B GPUs

6 | South Korea (Samsung, SK, etc) | Industrial + AI compute | 100k+ GPUs

7 | Synopsys | Strategic equity + tools | ~$2B

8 | Biopharma (Eli Lilly, others) | AI research platforms | ~$1B

9 | Telco / Networking (Nokia) | AI-native networks | ~$1B class

10 | Media / Creative (UMG) | Generative AI tooling | Strategic / <$1B

Replies: >>23

ronnie "rabarberhallonsås" huniaczek 02/13/26(Fri)10:01:38 No. 23

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>>20 (AP)

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