Amazon’s Potential $50 Billion Entry
According to The Wall Street Journal, Amazon CEO Andy Jassy is reportedly in negotiations to invest up to $50 billion in OpenAI. This investment is part of OpenAI’s broader goal to raise $100 billion in its latest funding round. If the deal closes, Amazon would become the lead investor in this round.
This development is particularly striking because Amazon already has a long-standing, multi-billion dollar partnership with Anthropic, OpenAI’s primary rival. An investment of this magnitude in OpenAI would suggest Amazon is hedging its bets to ensure it remains the dominant cloud infrastructure provider for the world’s leading AI models.
The Nvidia Speculation: From Doubt to Endorsement
The second report also originated from The Wall Street Journal, suggesting that NVIDIA was reconsidering its previously announced $100 billion investment plan. The report claimed the agreement was non-binding and that payments had stalled. Furthermore, it quoted sources claiming CEO Jensen Huang was concerned about OpenAI’s business management and the mounting competition from Anthropic and Google’s Gemini.
However, Jensen Huang personally addressed these rumors during a trip to Taiwan, dismissing the report as "absolute nonsense." Huang clarified that:
NVIDIA is preparing its largest-ever investment in OpenAI.
He retains full confidence in OpenAI’s ability to deliver "amazing products."
He highly values his working relationship with OpenAI CEO Sam Altman.
Amazon's move to join OpenAI (which currently primarily uses Microsoft Azure) may signal OpenAI's pursuit of a multi-cloud strategy to reduce its dependence on Microsoft, while Amazon seeks to leverage OpenAI's massive computing power on AWS.
Jensen Huang's hasty denial of the rumors stems from OpenAI's significant customer base driving sales of Nvidia's H100 and Blackwell chips. Their strong relationship is not just about investment, but also about co-designing hardware to efficiently support next-generation AI models (such as GPT-5 or Sora).
The $100 billion funding round in 2026 is seen as being solely for software development, but also for the "Stargate" project, a massive supercomputer requiring enormous power and chips. This is why OpenAI needs financially strong partners like Amazon and chip technology owners like Nvidia.
Despite Jensen publicly praising Sam Altman, However, the fact that Anthropic (Claude's side) is poaching enterprise customers and Google Gemini is aggressively targeting consumer users means OpenAI is in a "must-not-miss" position when launching its next innovation. This fundraising round is therefore crucial for securing its position as the world's number one.
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Source: The Wall Street Journal
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