Discussion

• @dalperovitch Dmitri Alperovitch on x

  So all 3 of the leading frontier models will not be solely reliant on Nvidia going forward (Claude and Gemini are already using Trainiums/TPUs respectively). I wonder why Jensen is so desperate to sell chips to China 🤔 And what happened to the Nvidia/CUDA stack ‘addiction’?!

• @edzitron Ed Zitron on x

  Amazon is talking about investing $10bn in OpenAI so that OpenAI can then hand some of that back as part of its $38bn cloud compute deal using trainium chips. This should get OpenAI to what, March? Does all of this get sent back to Amazon? How weird. https://www.theinformation.co…

• @anissagardizy8 Anissa Gardizy on x

  SCOOP: Amazon is in talks to invest $10B or more into OpenAI - OAI would use Amazon's Trainium chips - OAI's valuation would be > $500 billion w/ @srimuppidi @coryweinberg @amir for @theinformation https://www.theinformation.com/ ...

• @mgsiegler M.G. Siegler on x

  A few weeks ago... https://spyglass.org/... [image]

• @unusual_whales @unusual_whales on x

  JUST IN: OpenAI is reportedly in talks to raise at least $10 billion from Amazon $AMZN, as well as use Amazon AI chips for its production uses, per the Information [image]

• @sixsigmacapital @sixsigmacapital on x

  On November 3, 2025, $AMZN and OpenAI announced a 7-year strategic partnership where OpenAI committed to spending $38 billion on AWS cloud infrastructure. Now, AMZN is investing >$10B in OAI and OAI is going to use Trainium chips. This is all getting very confusing.

• @danielnewmanuv Daniel Newman on x

  OpenAI now turns to $AMZN Trainium... OpenAI making its own chips with $AVGO OpenAI using $AMD chips OpenAI using $NVDA chips Whether you doubt OpenAI or not what this clearly signals is that this situation is all hands on deck. 💪🏻🚀 Sam knows compute along with energy,

• @londonrealtv @londonrealtv on x

  BREAKING 🚨 Amazon ($AMZN) is reportedly in talks to invest more than $10 billion in OpenAI, per the Financial Times. If finalized, it would highlight just how dominant AI has become across every sector from Web3 and crypto to public equities and enterprise software. This

• @nearcyan Near on x

  “The Amazon investment would help OpenAI afford commitments, including from Amazon Web Services” [image]

• @jessicalessin Jessica Lessin on x

  As I said on TITV, that small Amazon - OpenAI compute deal smelled like broader talks were afoot... Predicted commerce was part of the story. Watch this space!

• @buccocapital @buccocapital on x

  $AMZN up 2% on news they're in talks to invest $10B in OpenAI + OpenAI will use Trainium chips 1. Source is Information. So likely fake 2. If true, Jassy heard my calls of financial terrorism and decided to act 3. Jeff and McKenzie are already salivating to sell this micro-pop

• @stockmarketnerd @stockmarketnerd on x

  Interesting that the $AMZN investment in OpenAI includes Trainium usage. Trainium is definitely not the best chip out there. But it's apparently good (and cheap) enough for some OpenAI & Anthropic needs.

• @realmeetkevin Meet Kevin on x

  😇 Unpopular Opinion: OpenAI is running on fumes and will promise to use anyone's chips in return for an investment. I hope I'm wrong. Sam Altman has the power to single-handedly hurdle us into recession.

• @iamgingertrash @iamgingertrash on x

  @amir He's so screwed lmfao I almost pity him

• @stealthqe4 @stealthqe4 on x

  More circular financing. 🤦‍♂️ If this news can't get tech moving again look out. 👀

• @yuchenj_uw Yuchen Jin on x

  wait, did I underestimate Amazon's chips? Anthropic is using them for training Claude and inference?? [image]

• @amir Amir Efrati on x

  news: *OpenAI in talks to raise $10B+ from Amazon *plans to use AWS' Trainium chips *also discussing commerce partnership opportunities [image]

• @imnottanmay Tanmay on x

  > openAI new investment news > “Oh it's from Amazon, must be big ticket stuff” > *Reads headlines* 10B+ USD > wow.jpeg > looks inside > it's AWS Credits so OpenAI can use AWS compute [image]

• @jukan05 @jukan05 on x

  Does this mean Amazon and Anthropic are likely parting ways?

• @yuchenj_uw Yuchen Jin on x

  Amazon: please use our AI chips, nobody is using them OpenAI: only if you give us $10B Amazon: deal [image]

• @bdsams.com Brad Sams on bluesky

  If OpenAI valuation hiccups and every company has to markdown their investment, the stock market will collapse [embedded post]

• @edzitron.com Ed Zitron on bluesky

  Amazon is talking about investing $10bn in OpenAI so that OpenAI can then hand some of that back as part of its $38bn cloud compute deal using trainium chips.  This should get OpenAI to what, March?  Utterly stupid and investors should actively punish Amazon  —  www.theinformatio…

• r/technology r on reddit

  Amazon in talks to invest in OpenAI, source says