OpenAI commits $250B to Azure
OpenAI commits $250B to Azure is a compute_deal announced 2025-10-28, valued at $250.0B, currently announced. Under OpenAI's recapitalization it committed to buy an incremental $250B of Azure; Microsoft holds ~27%.
Deal record from the wafergraph deals corpus · every field traces to the sources listed below · page data as of 2026-09-05
- Type
- compute_deal
- Announced
- 2025-10-28
- Status
- announced
- Value
- $250.0B
- Parties
- OpenAI (buyer), Microsoft (supplier)
- Source confidence
- high
The companies involved
OpenAI
Leading AI lab (ChatGPT); designing custom inference silicon with Broadcom. leader in AI Labs / Model Builders, headquartered in United States. 11 tracked suppliers, 2 tracked customers · supply-chain risk
Microsoft
Designs Maia AI accelerators and Cobalt server CPUs for Azure. niche in Custom Silicon Designers, headquartered in United States, market cap $3.71T. 80 tracked suppliers, 12 tracked customers · supply-chain risk
Related deals
- Microsoft invests $1B in OpenAI — $1.0B · 2019-07-22
- Microsoft expands OpenAI investment (~$10B) — $10.0B · 2023-01-23
- Microsoft–CoreWeave GPU cloud deal — $10.0B · 2023-06-01
- OpenAI–CoreWeave $11.9B infrastructure deal — $11.9B · 2025-03-10
- OpenAI–Oracle $300B cloud deal — $300.0B · 2025-09-10
- Stargate Project launched — $500.0B · 2025-01-21
- NVIDIA invests up to $100B in OpenAI — $100.0B · 2025-09-22
- OpenAI–AMD 6GW GPU deal + warrant · 2025-10-06
Sources
Cite as: wafergraph, “OpenAI commits $250B to Azure”, https://wafergraph.com/deal/msft_openai_250b/ (data as of 2026-09-05).
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