Amazon(US:AMZN) 华尔街见闻·2025-12-18 09:58Group 1 - OpenAI is planning an unprecedented capital operation, aiming for financing of up to $100 billion to strengthen its dominance in the AI field and cover high model training costs [1] - The company is discussing a valuation level of approximately $750 billion, with potential financing reaching hundreds of billions, possibly up to $100 billion [1] - If successful, this financing would represent a 50% increase over OpenAI's last valuation from October of the previous year, further enhancing its cash reserves for AI model training and operations [1] Group 2 - Amazon is in deep discussions to invest at least $10 billion in OpenAI, which would support OpenAI's commitment to rent Amazon Web Services (AWS) servers for $38 billion over the next seven years [2] - The agreement includes OpenAI's commitment to use Amazon's proprietary Trainium chips, indicating a strategic partnership that could diversify OpenAI's chip supply chain [2] - This financing dynamic highlights the escalating arms race in the generative AI sector, with potential implications for competition among tech giants regarding computing power, exclusive agreements, and market share [2]