Amazon is paying ~16x Microsoft's price per OpenAI percentage point, while getting none of Microsoft's exclusives, showing the cost of being late in AI
My word, the torrent of news keeps coming. You have hardly had time to digest the news of the $30 billion raise by Anthropic …
On my Om Om Malik
Related Coverage
- The billion-dollar infrastructure deals powering the AI boom TechCrunch · Russell Brandom
- OpenAI raises $110 billion in largest-ever private tech funding round, Nvidia throws in $30 billion — AI startup now valued at $730 billion Tom's Hardware · Luke James
- OpenAI Hits 900 Million Weekly Users, Raises $110B in Fresh Funding Newsweek · Saajan Jogia
- Microsoft, OpenAI reaffirm ties after $110 billion raise The Economic Times
- OpenAI to get $110 billion investment from SoftBank and others The Japan Times
- Amazon, Nvidia and SoftBank pour $110 billion into OpenAI — raising the stakes for AI monetization MarketWatch · William Gavin
- Amazon deal with OpenAI shakes up AI landscape Axios · Madison Mills
- What Amazon and Microsoft Will Win or Lose From OpenAI's New Deals The Information
- OpenAI Lines Up $110B In Private Round — What's Driving The Long-Term Bet Benzinga · Funso Lawal
- OpenAI Secures $110 Billion From Amazon, NVIDIA And Softbank For A Big AI Expansion HotHardware · Alan Velasco
- Joint Statement from OpenAI and Microsoft OpenAI
- OpenAI announces another $110 billion in investment funding including $30 billion from Nvidia, but says Microsoft is still its best friend forever PC Gamer · Andy Edser
- OpenAI Raises $110 Billion Led by Amazon, Nvidia and SoftBank, Extending A.I. Boom New York Times
- Microsoft and OpenAI clarify partnership terms as Amazon joins the fold Neowin · Pradeep Viswanathan
- Microsoft watched OpenAI collect 110 billion dollars and said 'we're still cool, right?' Windows Central · Sean Endicott
- OpenAI Announces $110 Billion Funding Round Involving Amazon, Nvidia, and SoftBank Thurrott · Laurent Giret
- Amazon, Nvidia Flood OpenAI With Cash as ChatGPT Maker's Valuation Hits $730 Billion Decrypt · Andrew Hayward
- Prediction: This Will Be Microsoft's Stock Price in 3 Years. (Hint: You're Going to Want to Buy Now) Motley Fool · Keithen Drury
- AWS and OpenAI get stateful; ServiceNow goes to work Runtime · Tom Krazit
- OpenAI raises $110B in one of the largest private funding rounds in history TechCrunch · Russell Brandom
- Amazon backs OpenAI alongside Anthropic, keeps both cloud ties Tech in Asia · Diya Lal
- OpenAI launches stateful AI on AWS, signaling a control plane power shift Network World · Taryn Plumb
- OpenAI's big investment from Amazon comes with something else: new ‘stateful’ architecture for enterprise agents VentureBeat · Carl Franzen
- Amazon investing $50 billion in OpenAI as partnership deepens Seattle Business Journal · Rick Morgan
- What's Behind The Drop In Microsoft Stock? Benzinga · Alex Perry
- Amazon, OpenAI forge multi-faceted partnership: Dissecting the deal Constellation Research · Larry Dignan
- OpenAI Branches Out from Microsoft with New Products For Amazon's Cloud The Information · Aaron Holmes
- An exciting partnership! AWS will serve as an exclusive third-party cloud distribution channel for Frontier. … Denise Holland Dresser
- Stateful APIs are a game changer for long-horizon agents. — Right now the limitation for multi-step workflows is keeping memory from step 1 to step N. If N=2, current agents handle it fine. … Saravanan Kuppan
- OpenAI just closed its biggest funding round, raising $110 billion from Amazon, Nvidia, and SoftBank Business Insider · Hugh Langley
- OpenAI announces $110bn funding round that would value firm at $840bn The Guardian · Sanya Mansoor
- OpenAI Will Deploy AI in US Military Classified Networks BankInfoSecurity.com · David Perera
- How Amazon's massive stake in OpenAI could boost its AI and cloud businesses CNBC · Annie Palmer
- OpenAI hauls in $110B in third round of funding UPI · Stephen Feller
- Amazon's OpenAI deal could reshape how you shop — eventually Axios · Kelly Tyko
- AWS gains enterprise edge with OpenAI partnership CIO Dive · Makenzie Holland
- OpenAI's $110 billion funding round draws investment from Amazon, Nvidia, SoftBank Reuters
- 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
- OpenAI secures another $110 billion in funding from Amazon, NVIDIA and SoftBank Engadget · Lawrence Bonk
- OpenAI raises $110bn in round double the size of previous raise Silicon Republic · Laura Varley
- OpenAI $139 billion funding round draws investment from Amazon, Nvidia, SoftBank The Straits Times
- Amazon invests $50B in OpenAI, deepens AWS partnership with expanded $100B cloud deal GeekWire · Taylor Soper
- OpenAI signs a $50 billion deal with Amazon, partnership with Microsoft remains unchanged Neowin · Ivan Jenic
- OpenAI's valuation tops $1trn after closing its latest funding round Australian Financial Review
- Amazon Will Invest $50 Billion in OpenAI Cord Cutters News · Jess Barnes
- OpenAI snags $110 billion in investments from Amazon, Nvidia, and Softbank The Verge · Terrence O'Brien
- OpenAI to use 2GW of Trainium on AWS, expand Amazon cloud contract by $100bn DatacenterDynamics · Sebastian Moss
- OpenAI secures $110bn funding round led by Amazon, Nvidia & Softbank Capacity · Jasdip Sensi
- Amazon Participates In OpenAI's $110B Funding Round MediaPost · Laurie Sullivan
- OpenAI Finalizes $110 Billion Funding at $730 Billion Value Bloomberg
- Amazon Bets $50 Billion On OpenAI In Landmark AI Partnership Benzinga · Kaustubh Bagalkote
- OpenAI Secures Record $110 Billion Funding Round Backed By Amazon, Nvidia, & SoftBank ZeroHedge News · Tyler Durden
- Amazon and OpenAI Reach $50 Billion Investment Agreement The Information · Martin Peers
- Amazon commits $50 billion to OpenAI; announces multi-year partnership with AWS The Economic Times
- 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
Discussion
-
@rakeshsfnyc
Rakesh Agrawal
on x
Reminds me of when people mocked Microsoft for investing in FB at a $15B valuation.
-
@quinnypig
Corey Quinn
on x
Woof. I don't disagree.
-
@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
-
@kateross
Kate Ross
on bluesky
Shame doesn't help. — You could say the same of anyone that still uses, works at a place that uses, and/or works for Microsoft, Google/Gmail, Instagram, Facebook, AWS, etc.
-
@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
-
r/theprimeagen
r
on reddit
i really wonder what Sama whisper to Investors vs he tells the Media?? to get $110B ??
-
r/AMD_Stock
r
on reddit
OpenAI raises $110B in one of the largest private funding rounds in history
-
@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…
-
@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/...
-
@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.”
-
@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…
-
@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.
-
@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.
-
@danprimack
Dan Primack
on x
Not too long ago, the AI battlelines were: OpenAI/Microsoft Anthropic/Amazon Not anymore https://openai.com/...
-
@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...