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Feb 28, 2026
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Enterprise
Artificial Intelligence
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NewDecoded
3 min read

Image by OpenAI
OpenAI has announced a monumental $110 billion investment round, catapulting its pre-money valuation to a staggering $730 billion. The funding is spearheaded by Amazon with a $50 billion commitment, alongside $30 billion tranches from both SoftBank and NVIDIA. This massive capital injection is designed to meet surging global demand by expanding the company’s compute, distribution, and infrastructure capabilities. Beyond the capital, OpenAI is entering a multi-year strategic partnership with Amazon to accelerate innovation for enterprise and consumer markets worldwide. The organization has also secured dedicated access to NVIDIA’s next-generation Vera Rubin systems to power its future models. These systems will provide five gigawatts of dedicated capacity for inference and training to support an increasingly global user base. Growth metrics show the company now serves more than 900 million weekly active users on ChatGPT with 50 million consumer subscribers. January and February 2026 marked the largest growth periods in the organization’s history for new subscriptions. Additionally, over 9 million paying business users now rely on the Frontier platform to deploy AI coworkers and transform their internal operations.
Success is equally visible in the developer ecosystem where weekly Codex users have tripled to 1.6 million since the start of the year. Individual builders are now shipping complex software that previously required entire engineering teams to develop and maintain. This shift allows startups and governments to build on the OpenAI platform to change how products are designed and delivered.
This valuation surge significantly benefits the OpenAI Foundation, raising the value of its stake to over $180 billion for philanthropic use. These resources will be directed toward global initiatives focusing on health breakthroughs and AI resilience. CEO Sam Altman stated that building AI for everyone requires deep collaboration across the entire technology stack to ensure broad benefits for humanity.
This funding round represents the end of the exclusive reliance on Microsoft Azure as OpenAI pivots toward a diversified multi-cloud strategy. By bringing Amazon and NVIDIA into the core of its operations, the company is mitigating physical hardware risks while securing the immense energy and silicon required to support nearly one billion users. This shift signals that the AI industry has moved from a research-focused era into a massive infrastructure-led utility phase where energy capacity is now as valuable as the code itself.
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