Amazon in talks to invest around $10 billion in OpenAI, sources say
The Information reported that Amazon is in talks to invest more than $10 billion in OpenAI, which is expected to complete a contract to lease servers from Amazon Web Services (AWS).
OpenAI in Talks to Raise At Least $10 Billion From Amazon and Use Its AI Chips — The Information
Amazon in talks to invest about $10 billion in OpenAI, source says | Reuters
https://www.reuters.com/business/retail-consumer/openai-talks-raise-least-10-billion-amazon-use-its-ai-chips-information-reports-2025-12-17/
In November 2025, OpenAI announced that it had signed a $38 billion (approximately 5.92 trillion yen) seven-year contract with Amazon to use AWS.
OpenAI and Amazon sign seven-year, $38 billion strategic partnership deal - GIGAZINE
New reports have since emerged, citing three people familiar with the discussions, that Amazon is in talks to invest more than $10 billion in OpenAI, and that as part of the deal, OpenAI plans to use Amazon's AI training chip, Trainium .
Because Microsoft, which owns approximately 27% of OpenAI, has exclusive sales rights, Amazon cannot sell OpenAI models to its own cloud customers. Therefore, Amazon and OpenAI are also discussing the possibility of a commercial partnership in other areas, such as developing ChatGPT for shopping and receiving referral fees from retailers.
It's unclear whether the deal between Amazon and OpenAI will include any arrangements related to ChatGPT's features or the AI-powered shopping features Amazon is developing for its own apps. OpenAI also hopes to sell an enterprise version of ChatGPT to Amazon, the people said.
The source also explained that discussions with Amazon began around October, when OpenAI completed a corporate restructuring to convert its shares into traditional stock. This restructuring allows OpenAI to go public in the future. OpenAI expects to spend more than $100 billion (approximately 15.58 trillion yen) on servers and human resource development over the next four years, and is in need of further funding, potentially leading to an initial public offering, The Information reported.
OpenAI restructures, continues to partner with Microsoft but excludes hardware it plans to deploy - GIGAZINE
Although OpenAI has signed contracts with Oracle and NVIDIA through 2025, some point out that it is still in the red.
OpenAI is a huge money-eater and needs to raise at least 32 trillion yen by 2030 - GIGAZINE
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