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

This would be a big upgrade in the Amazon OpenAI relationship. We're talking about both a huge investment plus a path for AWS to land OpenAI as a flagship customer, which is a real optics win for Amazon's NVIDIA alternative. Now, as for what I'm hearing from a source close to the discussions, Amazon is looking at an equity stake of at least $10 billion in OpenAI, though the specifics are still fluid and not finalized.That would exceed the amount of capital Amazon has committed to anthropic. This would also ...