Sam Altman, main enforcement serviceman of OpenAI Inc., during a media circuit of the Stargate AI information halfway successful Abilene, Texas, US, connected Tuesday, Sept. 23, 2025.
Kyle Grillot | Bloomberg | Getty Images
OpenAI is successful discussions with Amazon astir a imaginable concern and an statement to usage its artificial intelligence chips, CNBC confirmed connected Tuesday.
The details are fluid and inactive taxable to alteration but the concern could transcend $10 billion, according to a idiosyncratic acquainted with the substance who asked not to beryllium named due to the fact that the talks are confidential. The Information archetypal reported connected the imaginable deal.
The discussions travel aft OpenAI completed a restructuring successful October and formally outlined the details of its concern with Microsoft, giving it much state to rise superior and spouse with companies crossed the broader AI ecosystem.
Microsoft has invested much than $13 cardinal successful OpenAI and backed the institution since 2019, but it nary longer has a close of archetypal refusal to beryllium OpenAI's compute provider, according to an October release. OpenAI tin present besides make immoderate products with 3rd parties.
Amazon has invested astatine slightest $8 cardinal into OpenAI rival Anthropic, but the e-commerce elephantine could beryllium looking to grow its vulnerability to the booming generative AI market. Microsoft has taken a akin measurement and announced past period that it volition put up to $5 cardinal into Anthropic, portion Nvidia volition put up to $10 cardinal successful the startup.
Amazon Web Services has been designing its ain AI chips since astir 2015, and the hardware has go important for AI companies that are trying to bid models and conscionable increasing request for compute. AWS announced its Inferentia chips successful 2018, and the latest generation of its Trainium chips earlier this month.
OpenAI has made much than $1.4 trillion of infrastructure commitments successful caller months, including agreements with chipmakers Nvidia, Advanced Micro Devices and Broadcom. Last month, OpenAI signed a deal to bargain $38 cardinal worthy of capableness from AWS, its archetypal declaration with the person successful unreality infrastructure leader.
In October, OpenAI finalized a secondary stock merchantability totaling $6.6 billion, allowing existent and erstwhile employees to merchantability banal astatine a $500 cardinal valuation.
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