Amazon will invest $15B in OpenAI initially, followed by $35B if certain conditions are met; OpenAI commits to consuming ~2 GW of Trainium capacity through AWS
Amazon Web Services (AWS) and OpenAI will co-create a Stateful Runtime Environment powered by OpenAI models …
About Amazon
Related Coverage
- OpenAI's valuation tops $1trn after closing its latest funding round Australian Financial Review
- OpenAI to use 2GW of Trainium on AWS, expand Amazon cloud contract by $100bn DatacenterDynamics · Sebastian Moss
- Amazon Bets $50 Billion On OpenAI In Landmark AI Partnership Benzinga · Kaustubh Bagalkote
- Amazon and OpenAI Reach $50 Billion Investment Agreement The Information · Martin Peers
- OpenAI raises $110 billion from Amazon, Nvidia, Softbank; announces multi-year partnership with AWS Reuters
- Amazon Participates In OpenAI's $110B Funding Round MediaPost · Laurie Sullivan
- Amazon's Cost-First AI Strategy: Can In-House Chips Counter OpenAI's Dominance? Blockonomi · Trader Edge
- Introducing the Stateful Runtime Environment for Agents in Amazon Bedrock OpenAI
- Big news today with the announcement of the strategic partnership between OpenAI and Amazon. 🚀 … Scott Rosecrans
- OpenAI closes $110B funding round, announces Amazon partnership Axios
- OpenAI's $110 billion funding round draws investment from Amazon, Nvidia, SoftBank Reuters
- Amazon invests $50B in OpenAI, deepens AWS partnership with expanded $100B cloud deal GeekWire · Taylor Soper
- An interview with Amazon's AI chief Peter DeSantis on plans to use in-house chips, Trainium and Inferentia, to develop AI models more cheaply, and more Wall Street Journal
- OpenAI signs a $50 billion deal with Amazon, partnership with Microsoft remains unchanged Neowin · Ivan Jenic
- I am really excited about this partnership and what we are building together. Working with a rock star team building Mantle for AWS Bedrock … Malcolm Featonby
- Amazon's OpenAI deal aims to leapfrog Microsoft Axios · Ina Fried
- Amazon invests $50 billion in OpenAI, comitting to 2 gigawatts of Trainium silicon — AWS to become exclusive cloud distributor for Frontier enterprise platform Tom's Hardware · Luke James
- Amazon & The Cost of (AI) Lateness On my Om · Om Malik
- Today we announced a new strategic partnership with OpenAI. — Amazon Web Services (AWS) and OpenAI are co-creating a Stateful Runtime Environment … Julia White
- OpenAI Secures Record $110 Billion Funding Round Backed By Amazon, Nvidia, & SoftBank ZeroHedge News · Tyler Durden
- Big news: Amazon and OpenAI have announced a multi-year strategic partnership. — • OpenAI models coming to Amazon Bedrock via a new Stateful Runtime Environment … Steve McDonald
- So excited about the Amazon-OpenAI announcement after all the work. Love the great AWS and Amazon Legal team that came together over the last few months to deliver this. … Tadahiro Kaburaki
- Big news today on the strategic partnership between Amazon and OpenAI — As Scott Rosecrans points out, for the past couple of years … Manu Parbhakar
- OpenAI raises $110B in one of the largest private funding rounds in history TechCrunch · Russell Brandom
- What's Behind The Drop In Microsoft Stock? Benzinga · Alex Perry
- OpenAI Branches Out from Microsoft with New Products For Amazon's Cloud The Information · Aaron Holmes
- What OpenAI's New Deals Mean for Amazon, Microsoft and Nvidia The Information
- Follow-on Investments in OpenAI SoftBank Group Corp.
- OpenAI Lines Up $110B In Private Round — What's Driving The Long-Term Bet Benzinga · Funso Lawal
- Microsoft and OpenAI clarify partnership terms as Amazon joins the fold Neowin · Pradeep Viswanathan
- Nvidia's stock wraps up tough week as Wall Street focuses more on competition than growth CNBC · Jordan Novet
- AWS gains enterprise edge with OpenAI partnership CIO Dive · Makenzie Holland
- How Amazon's massive stake in OpenAI could boost its AI and cloud businesses CNBC · Annie Palmer
Discussion
-
@kantrowitz
Alex Kantrowitz
on x
Massive: “Amazon will also invest $50 billion in OpenAI, starting with an initial $15 billion investment and followed by another $35 billion in the coming months when certain conditions are met.”
-
@benbajarin
Ben Bajarin
on x
So AWS is the exclusive provider for OpenAI Frontier, and Azure is the exclusive provider for the OpenAI API.
-
@quinnypig
Corey Quinn
on x
Customers are all very excited about @awscloud Trainium once Amazon gives them an 11-figure check.
-
@om.co
@om.co
on bluesky
The underlying story of OpenAI's jaw-dropping $110 billion raise is really about Amazon, and how as a “cloud leader” it slipped when it came to AI, and recognizing the opportunity early compared to Azure. Now it's costing the company billions. om.co/2026/02/27/a...
-
@quinnypig
Corey Quinn
on x
Woof. I don't disagree.
-
@patrickmoorhead
Patrick Moorhead
on x
This is not an extension of the November deal. It is a fundamentally different relationship. The November 2025 agreement was straightforward. OpenAI committed $38 billion over seven years to rent NVIDIA GPU capacity on AWS. EC2 UltraServers, GB200s and GB300s, pure
-
@mweinbach
Max Weinbach
on x
This is smart from AWS Azure had exclusivity for the OpenAI API, but the Stateful Runtime Environment seems like a product API not model API, so AWS can host/offer it without interfering with the Azure model API exclusivity
-
@rakeshsfnyc
Rakesh Agrawal
on x
Reminds me of when people mocked Microsoft for investing in FB at a $15B valuation.
-
@hnshah
Hiten Shah
on x
Early positioning beats late capital every time. Amazon just invested $50 billion in OpenAI for 6 percent ownership and distribution rights. Microsoft invested $13.8 billion starting in 2019 and owns 23.5 percent with exclusive IP, revenue sharing, and API control locked