OpenAI and Amazon in talks for $10 billion funding deal

3 weeks ago 8

Alex Daniel

Wed, December 17, 2025 astatine 7:10 AM CST 2 min read

OpenAI is successful talks with Amazon for a $10 cardinal concern from the e-commerce giant, according to a caller report, successful a woody that could besides fto the ChatGPT shaper usage Amazon's AI chips.

Reuters, citing an unnamed root acquainted with the matter, reports that the backing woody is not yet finalized and discussions stay fluid, but that it would worth OpenAI astatine astir $500 billion.

OpenAI completed a restructuring successful October that was designed to springiness it much state to prosecute deals similar this to rise capital. Against a backdrop of growing fears that valuations successful the AI assemblage are overheating, OpenAI has forged up with a bid of deals since then, including a $1 cardinal injection from Disney on with a licensing statement allowing the usage of its characters connected OpenAI’s video app Sora.

The Amazon woody would besides reportedly spot OpenAI granted the quality to usage Amazon's Trainium chip, which would people a large triumph for the tech giant's semiconductor business. Nvidia inactive dominates the AI spot market, but companies specified arsenic Meta and Amazon are gaining traction with rival offerings.

It would beryllium the 2nd large statement betwixt the 2 companies successful caller months. In November, OpenAI agreed to bargain $38 cardinal worthy of capableness from Amazon Web Services, which main enforcement Sam Altman said would assistance it grow towards the “massive, reliable compute” needed to standard the company.

OpenAI has made much than $1.4 trillion of infrastructure commitments successful the past fewer months, including with chipmakers Nvidia, Advanced Micro Devices and Broadcom. The standard and circular quality of those deals has heightened fears that the AI manufacture could beryllium operating successful an concern bubble.

Those concerns were renewed past week erstwhile Oracle's banal fell by arsenic overmuch arsenic 16% pursuing the merchandise of its net report, which showed its AI spending acold outpacing returns. It shaved arsenic overmuch arsenic $70 cardinal disconnected the company's valuation.