OpenAIが史上最大級のプライベート資金調達で1100億ドルを調達
OpenAIはAmazon、Nvidia、SoftBankから合計1,100億ドルの資金調達を行い、7,300億ドルの前投資価値で歴史的な規模のプライベートラウンドを完了した。
キーポイント
歴史的規模の資金調達
Amazonから500億ドル、NvidiaとSoftBankからそれぞれ300億ドルの投資を受け、前投資価値7,300億ドルで1,100億ドルの資金調達を実施した。
インフラパートナーシップの深化
AWSとの連携を強化し、1,000億ドル規模のコンピューティングサービス契約と2GWのTrainium使用を約束し、Amazon Bedrock上での「状態保持ランタイム環境」の開発を進める。
モデル開発とスケーリング戦略
Amazonの消費者向け製品をサポートするカスタムモデルの開発や、大規模なインフラ構築によるAIの日常利用への移行を推進する。
Amazonの追加投資条件
Amazonからの350億ドルの追加投資は、OpenAIが年内にAGIを達成するかIPOを実施するという特定の条件を満たした際に支払われることが確認された。
Nvidiaとのインフラ契約
OpenAIはNvidiaと提携し、Vera Rubinシステムを用いて3GWの推論用および2GWの学習用の専用容量を使用するコミットメントを交わした。
Nvidiaの継続的支援表明
Jensen Huang CEOは、以前報じられた1000億ドル投資の縮小説を否定し、OpenAIへの多額の投資とその取り組みへの強い信念を表明した。
影響分析・編集コメントを表示
影響分析
この資金調達は、AIモデルの開発競争が単なるアルゴリズムの改良から、膨大なインフラ構築とスケーリング能力への移行を示唆しており、業界標準を再定義する可能性があります。また、主要クラウド事業者とAI企業の資本統合は、中小企業や新規参入者にとっての参入障壁をさらに高める結果となり、市場の寡占化を加速させる要因となります。
編集コメント
資金の大部分がサービス提供という形態である点は、AI業界における「資本=インフラアクセス」の変換レートが依然として極めて高いことを示しています。
新たな資金調達は、評価額7300億ドルを前提に、Amazonからの500億ドルの投資に加え、NvidiaとSoftBankからそれぞれ300億ドルの投資で構成されています。
原文を表示
OpenAI has raised $110 billion in private funding, the company announced Friday morning, commencing one of the largest private funding rounds in history. The new funding consists of a $50 billion investment from Amazon as well as $30 billion each from Nvidia and SoftBank, against a $730 billion pre-money valuation.
Notably, the round remains open, and OpenAI expects more investors to join as it proceeds.
“We are entering a new phase where frontier AI moves from research into daily use at global scale,” OpenAI said. “Leadership will be defined by who can scale infrastructure fast enough to meet demand, and turn that capacity into products people rely on.”
As part of the investment, OpenAI is launching significant infrastructure partnerships with both Amazon and Nvidia. As in previous rounds, it is likely that a significant portion of the dollar amount comes in the form of services rather than cash, although the precise split was not disclosed.
The company’s previous round closed in March 2025, raising $40 billion against a $300 billion valuation. At the time, it was the largest private funding round on record.
As part of its Amazon partnership, OpenAI plans to develop a new “stateful runtime environment” where OpenAI models will run on Amazon’s Bedrock platform. The company will also expand its previously announced AWS partnership, which committed $38 billion in compute services, by $100 billion. OpenAI has committed to consuming at least 2GW of AWS Trainium compute as part of the deal, and also plans to build custom models to support Amazon consumer products.
“We have lots of developers and companies eager to run services powered by OpenAI models on AWS,” said Amazon CEO Andy Jassy in a statement, “and our unique collaboration with OpenAI to provide stateful runtime environments will change what’s possible for customers building AI apps and agents.”
Techcrunch event
San Francisco, CA
|
October 13-15, 2026
The Information had previously reported that $35 billion of Amazon’s investment could be contingent on the company either achieving AGI or making its IPO by the end of the year. OpenAI’s announcement confirms the funding split, but says only that the additional $35 billion will arrive “in the coming months when certain conditions are met.”
OpenAI gave fewer details on the Nvidia partnership, but said it had committed to using “3GW of dedicated inference capacity and 2GW of training on Vera Rubin systems” as part of the deal.
Nvidia’s participation in the round has been the subject of intense speculation, particularly as reports of a $100 billion investment in September gave way to reports of a smaller investment in the months that followed.
In January, Nvidia CEO Jensen Huang dismissed the idea that Nvidia was backing away from OpenAI, saying, “we will invest a great deal of money. I believe in OpenAI. The work that they do is incredible.”
*When you purchase through links in our articles, we may earn a small commission. This doesn’t affect our editorial independence.*
Russell Brandom has been covering the tech industry since 2012, with a focus on platform policy and emerging technologies. He previously worked at The Verge and Rest of World, and has written for Wired, The Awl and MIT’s Technology Review.
He can be reached at russell.brandom@techcrunch.com or on Signal at 412-401-5489.
関連記事
今日のまとめ
AI日報で今日の重要ニュースをまとめ読み