OpenAI in talks with Amazon about investment that could exceed $10 billion

Investment & Partnership - Amazon is considering an equity investment of at least $10 billion in OpenAI [1] - This investment would exceed Amazon's commitment to Anthropic [2] - The potential investment values OpenAI above $500 billion and below $1 trillion [2] - OpenAI gains freedom to partner across the ecosystem after corporate restructure and reset of commercial terms with Microsoft [2] Technology & Infrastructure - OpenAI is in discussions to potentially use Amazon's Tranium chips [3] - AWS aims to build a market for its in-house silicon with Tranium chips [3] - AWS rolled out two new Tranium generations, pitching them as a cheaper option for AI workloads [3] - OpenAI signed a $38 billion deal with AWS cloud with room to expand [4] - OpenAI seeks to reduce costs as its compute bill increases, making Tranium's lower price a major incentive [4] Competitive Landscape - The potential deal represents a significant upgrade in the Amazon-OpenAI relationship [1] - It positions AWS as a viable alternative to NVIDIA [1] - The situation reflects a big tech proxy war, with Microsoft and Google getting closer to Anthropic [4]