Overview
- Wall Street Journal reports Amazon is discussing an investment as high as $50 billion, with CEO Andy Jassy negotiating directly with Sam Altman.
- The Information says Nvidia, Microsoft, and Amazon are in talks to contribute about $40–60 billion combined, with Nvidia up to $30 billion and Microsoft under $10 billion, and term sheets described as near.
- SoftBank is negotiating an additional investment of up to $30 billion after completing a $41 billion deal in December that gave it roughly an 11% stake.
- The prospective round is reported to value OpenAI around $830 billion, reflecting surging capital needs for training and operating large models and for major infrastructure commitments.
- Outlets note discussions remain fluid with no finalized agreements, and related talks include potential cloud and commercial arrangements such as expanded AWS usage and other supplier deals.