Overview
- Multiple outlets report preliminary, very fluid negotiations that could value OpenAI above $500 billion, with no binding agreement announced and both companies declining comment.
- The discussions, first reported by The Information and corroborated by CNBC and Reuters, contemplate Amazon investing roughly $10 billion or more in OpenAI.
- Any deal under consideration includes OpenAI adopting Amazon’s Trainium AI chips and expanding use of AWS capacity, following a reported $38 billion, seven‑year AWS contract signed in November.
- OpenAI’s October restructuring increased its ability to raise capital and partner beyond Microsoft, which holds about 27% and retains exclusive rights to sell OpenAI models to its cloud customers.
- Coverage highlights concerns about large, circular infrastructure arrangements as OpenAI has logged more than $1.4 trillion in recent commitments and Amazon has separately invested over $8 billion in rival Anthropic.