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
• OpenAI models coming to Amazon Bedrock via a new Stateful Runtime Environment …Tadahiro Kaburaki: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. …Manu Parbhakar:Big news today on the strategic partnership between Amazon and OpenAI — As Scott Rosecrans points out, for the past couple of years …Julia White:Today we announced a new strategic partnership with OpenAI. — Ama
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Related Coverage
- 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
- Amazon deal with OpenAI shakes up AI landscape Axios · Madison Mills
- 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
- 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
- Today we announced a new strategic partnership with OpenAI. — Amazon Web Services (AWS) and OpenAI are co-creating a Stateful Runtime Environment … Julia White
- 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
- Big news today with the announcement of the strategic partnership between OpenAI and Amazon. 🚀 … Scott Rosecrans
- Amazon's OpenAI deal could reshape how you shop — eventually Axios · Kelly Tyko
- OpenAI hauls in $110B in third round of funding UPI · Stephen Feller
- OpenAI announces $110bn funding round that would value firm at $840bn The Guardian · Sanya Mansoor
- OpenAI just closed its biggest funding round, raising $110 billion from Amazon, Nvidia, and SoftBank Business Insider · Hugh Langley
Discussion
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@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 infrastruc…
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@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.”
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@benbajarin
Ben Bajarin
on x
So AWS is the exclusive provider for OpenAI Frontier, and Azure is the exclusive provider for the OpenAI API.
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@snsf
Srinivas Narayanan
on x
Excited to partner with AMZN. We're co-building a new Stateful Runtime product for agentic applications on Bedrock powered by OpenAI models, expanding Frontier via AWS, scaling with 2GW of Trainium compute, and creating custom models for Amazon apps. https://openai.com/...
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@quinnypig
Corey Quinn
on x
Customers are all very excited about @awscloud Trainium once Amazon gives them an 11-figure check.
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@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...
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@ajassy
Andy Jassy
on x
Excited about our new strategic partnership with @OpenAI. Developers and companies of all kinds are eager to run services powered by OpenAI models on AWS, and our unique collaboration will provide a stateful runtime environment for them that's powered by OpenAI's frontier intell…
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@sama
Sam Altman
on x
We are excited to partner with Amazon to bring a new generation of products to market, especially around new enterprise products like the stateful runtime environment. We are also very excited to make great use of Tranium.
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@danprimack
Dan Primack
on x
Not too long ago, the AI battlelines were: OpenAI/Microsoft Anthropic/Amazon Not anymore https://openai.com/...