Episode notes
$AMZN Targets OpenAI Deal That Could Value The AI Leader Above $500B
OpenAI is reportedly in talks to raise at least $10B from Amazon and use Amazon’s Trainium AI chips, signaling a possible shift in where OpenAI buys compute and how hyperscalers compete for the biggest AI workloads.
What happened and why it matters
Amazon is discussing a major investment in OpenAI tied to OpenAI using AWS infrastructure and Trainium chips. If this progresses, it is a big credibility boost for Amazon’s in-house AI silicon and could pressure the “default” position Nvidia GPUs have held in training and inference for frontier models. It also highlights how AI is becoming a capital arms race: the winners are not just model builders, but the firms supplying chips, power, cooling, networking, and data center capacity.
Winners (3 ca ...
Keywords
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