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On 24 December 2025 Groq announced a non-exclusive licensing deal with NVIDIA for its inference technology; founder Jonathan Ross and other staff joined NVIDIA while Groq stayed independent under a new CEO.
On 10 September 2025 the Wall Street Journal reported that OpenAI had agreed to buy $300 billion of computing power from Oracle over about five years starting in 2027, one of the largest cloud contracts ever signed.
In July 2025 OpenAI's $3 billion deal to acquire the AI coding startup Windsurf collapsed; the same day Google DeepMind hired Windsurf's CEO and top researchers, with Google paying $2.4 billion to license the startup's technology.
Announced at the White House on 21 January 2025, Stargate is a joint venture of OpenAI, SoftBank, Oracle and MGX to build AI data centres, starting with $100 billion and aiming at up to $500 billion by 2029.
In October 2024 Google and Kairos Power agreed on a path to deploy 500 MW of advanced nuclear power in the United States by 2035, with a first plant by 2030 — the first US corporate deal covering multiple deployments of one advanced reactor design.
In September 2024 Constellation signed a 20-year power purchase agreement with Microsoft, its largest ever, paving the way to restart Three Mile Island Unit 1 — renamed the Crane Clean Energy Center — with operation targeted for 2028.
In March 2024 Talen Energy sold its Cumulus data center campus beside the Susquehanna nuclear plant to Amazon Web Services for $650 million, with 960 MW of plant output going to AWS; a 2025 deal expanded it to 1,920 MW through 2042.
