OpenAI in talks with Amazon about investment could top $10 billion
Sam Altman, CEO of OpenAI Inc., during a media tour at the Stargate AI data center in Abilene, Texas, United States, on Tuesday, September 23, 2025.
Kyle Grillot | Bloomberg | Getty Images
Negotiations with OpenAI continue Amazon CNBC confirmed on Tuesday that it had been briefed on a potential investment and a deal on the use of artificial intelligence chips.
Details are vague and still subject to change, but the investment could exceed $10 billion, according to a person with knowledge of the matter who asked not to be identified because the discussions are confidential. Information Information about the potential agreement was given for the first time.
The discussions come after OpenAI completed the restructuring in October and officially outlined the details of its partnership with OpenAI. MicrosoftThis gives it more freedom to raise capital and partner with companies in the broader AI ecosystem.
Microsoft has invested more than $13 billion in OpenAI and supported the company since 2019, but Microsoft no longer has the right of first refusal to become OpenAI’s computing provider, according to a report. October release. OpenAI can now also develop some products with third parties.
Amazon has invested at least $8 billion in OpenAI rival Anthropic, but the e-commerce giant may be looking to expand its presence in the burgeoning generative AI market. Microsoft took a similar step and announced last month that it would invest up to $5 billion in Anthropic. Nvidia It will invest up to $10 billion in the venture.
Amazon Web Services has been designing its own AI chips since about 2015, and the hardware is vital for AI companies trying to train models and meet growing computing demand. AWS announced Inferentia chips in 2018 and the latest generation of Trainium chips earlier this month.
OpenAI has committed more than $1.4 trillion in infrastructure in recent months, including deals with chipmakers Nvidia. Advanced Micro Devices And broadcom. Last month, OpenAI signed a deal to buy $38 billion worth of capacity from AWS, its first contract with the cloud infrastructure leader.
In October, OpenAI completed a secondary stock sale totaling $6.6 billion, allowing current and former employees to sell shares at a valuation of $500 billion.
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