Amazon.com, Inc. is reportedly preparing a $10 billion strategic investment in OpenAI. This aggressive play aims to close the gap with rivals Microsoft and Google in the artificial intelligence race. The deal signals Amazon's commitment to becoming a leader in global AI infrastructure.
The partnership could significantly boost the adoption of Amazon's proprietary Trainium and Inferentia processors. OpenAI may leverage these chips, potentially reducing its reliance on Nvidia.
The investment is part of Amazon's larger pivot toward heavy capital expenditure, shifting away from a period of cost-cutting. This strategy targets winning the "Cloud Wars" in the generative AI era. The capital injection could also substantially boost OpenAI's valuation ahead of a potential IPO.