How Amazon’s massive stake in OpenAI could boost its AI and cloud businesses

How Amazon’s massive stake in OpenAI could boost its AI and cloud businesses

Amazon on Friday unveiled a strategic partnership with OpenAI that includes an investment of up to $50 billion, the latest sign of deepening ties between the tech giant and the maker of ChatGPT.

As part of the deal, OpenAI will use more Amazon Web Services infrastructure, including a commitment to deploy 2 gigawatts of the company’s Trainium artificial intelligence chips for its new enterprise platform, called Frontier.

“Today, we now have the two largest AI labs who are both significantly betting on Trainium,” Amazon CEO Andy Jassy told CNBC’s Andrew Ross Sorkin on Friday.

The pact marks a significant shift for Amazon, which has forged a strong relationship with OpenAI’s primary rival, Anthropic.

Amazon has pumped billions of dollars into Anthropic since 2023, and put up an $11 billion data center campus for the company in Indiana called Project Rainier.

The company also partly relies on Anthropic’s Claude models for some of its AI products, including shopping aide Rufus, and

https://www.cnbc.com/2026/02/27/amazon-open-ai-cloud-jassy-altman.html