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• Amazon.com (NasdaqGS:AMZN) is reportedly in advanced talks to invest up to US$50b in OpenAI.

• The potential deal would be part of a wider US$100b funding round for OpenAI.

• CEO Andy Jassy is said to be directly involved in discussions with OpenAI CEO Sam Altman.

• If completed, this would be Amazon’s largest external AI investment to date.

For you as an investor, this centers on how Amazon positions its core businesses of e commerce, cloud services and digital media around artificial intelligence. Amazon Web Services already provides the infrastructure that many AI workloads run on, and a deeper link with OpenAI could influence where large enterprises choose to deploy advanced models.

Looking ahead, any agreement could affect how Amazon integrates AI into its retail experience, Alexa ecosystem and AWS tools for developers and corporate clients. The scale of the potential commitment also highlights how central AI capabilities have become to long term capital allocation decisions at Amazon and across large tech companies.

Stay updated on the most important news stories for Amazon.com by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Amazon.com.

Why Amazon.com could be great value

The potential US$50b commitment to OpenAI would sit on top of Amazon’s existing AI push in AWS, retail, logistics and advertising, so for you it reads as a bid to sit closer to the core model layer rather than just selling infrastructure. If OpenAI were to use more AWS capacity or embed its models more tightly into Amazon products, that could influence how Amazon competes with Microsoft, Google and Meta for large enterprise AI workloads and consumer-facing AI services.

Existing investor narratives around Amazon already focus on AWS as a key profit engine, heavy AI and data center capex, and the use of AI to improve retail efficiency and advertising quality. A large OpenAI deal would fit that story as another long term AI investment that could reinforce AWS and advertising, while also raising questions about how it sits alongside Amazon’s backing of Anthropic and its own in house AI models.

• ⚠️ Concentration risk if a very large outlay into a single AI partner does not translate into clear commercial returns or weakens Amazon’s position with Anthropic and other AI providers.

• ⚠️ Higher capital needs for AI data centers and model access could pressure margins at the same time as Amazon is restructuring and cutting around 30,000 corporate roles.

• 🎁 Deeper alignment with OpenAI could help AWS defend share against Microsoft Azure and Google Cloud if more OpenAI workloads or enterprise ChatGPT style products run on Amazon infrastructure.

• 🎁 A stronger AI toolset could support Amazon’s e commerce, logistics and advertising franchises, reinforcing themes that some long term shareholders already highlight in their thesis.

Find your next quality investment with Simply Wall St’s easy and powerful screener, trusted by over 7 million individual investors worldwide.

• Amazon.com (NasdaqGS:AMZN) is reportedly in advanced talks to invest up to US$50b in OpenAI.

• The potential deal would be part of a wider US$100b funding round for OpenAI.

• CEO Andy Jassy is said to be directly involved in discussions with OpenAI CEO Sam Altman.

• If completed, this would be Amazon’s largest external AI investment to date.

For you as an investor, this centers on how Amazon positions its core businesses of e commerce, cloud services and digital media around artificial intelligence. Amazon Web Services already provides the infrastructure that many AI workloads run on, and a deeper link with OpenAI could influence where large enterprises choose to deploy advanced models.

Looking ahead, any agreement could affect how Amazon integrates AI into its retail experience, Alexa ecosystem and AWS tools for developers and corporate clients. The scale of the potential commitment also highlights how central AI capabilities have become to long term capital allocation decisions at Amazon and across large tech companies.

Stay updated on the most important news stories for Amazon.com by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Amazon.com.

Why Amazon.com could be great value

The potential US$50b commitment to OpenAI would sit on top of Amazon’s existing AI push in AWS, retail, logistics and advertising, so for you it reads as a bid to sit closer to the core model layer rather than just selling infrastructure. If OpenAI were to use more AWS capacity or embed its models more tightly into Amazon products, that could influence how Amazon competes with Microsoft, Google and Meta for large enterprise AI workloads and consumer-facing AI services.

Existing investor narratives around Amazon already focus on AWS as a key profit engine, heavy AI and data center capex, and the use of AI to improve retail efficiency and advertising quality. A large OpenAI deal would fit that story as another long term AI investment that could reinforce AWS and advertising, while also raising questions about how it sits alongside Amazon’s backing of Anthropic and its own in house AI models.

• ⚠️ Concentration risk if a very large outlay into a single AI partner does not translate into clear commercial returns or weakens Amazon’s position with Anthropic and other AI providers.

• ⚠️ Higher capital needs for AI data centers and model access could pressure margins at the same time as Amazon is restructuring and cutting around 30,000 corporate roles.

• 🎁 Deeper alignment with OpenAI could help AWS defend share against Microsoft Azure and Google Cloud if more OpenAI workloads or enterprise ChatGPT style products run on Amazon infrastructure.

• 🎁 A stronger AI toolset could support Amazon’s e commerce, logistics and advertising franchises, reinforcing themes that some long term shareholders already highlight in their thesis.