Khaberni - CNBC network revealed that OpenAI is in talks with Amazon about a potential investment and an agreement to use its artificial intelligence chips.
The details are still under study and subject to change, but the investment is expected to exceed $10 billion, according to a source familiar with the matter who requested anonymity due to the confidentiality of the talks.
The Information newspaper was the first to publish news of this potential deal.
These talks come after OpenAI completed a restructuring in October, and officially revealed details of its partnership with Microsoft,
giving it more freedom to raise capital and partner with companies across the artificial intelligence ecosystem.
Microsoft has invested more than $13 billion in OpenAI and has supported it since 2019, but it no longer has the priority right to be the computing provider for OpenAI, according to a statement released in October.
OpenAI is now able to develop some products in collaboration with third parties.
Amazon has invested at least $8 billion in Anthropic, OpenAI's competitor, but the e-commerce giant may seek to expand its investments in the booming generative AI market.
Microsoft took a similar step, announcing last month an investment of up to $5 billion in Anthropic, while Nvidia will invest up to $10 billion in the startup.
Amazon Web Services (AWS) has been designing its artificial intelligence chips since around 2015, and these chips have become essential for AI companies seeking to train models and meet the increasing demand for computing.
AWS announced the Inferentia chips in 2018, and the newer generation of Trnium chips earlier this month.
OpenAI has made infrastructure commitments worth over $1.4 trillion in recent months, including agreements with chip manufacturers Nvidia, Advanced Micro Devices, and Broadcom.
Last month, OpenAI signed a deal to purchase capacity worth $38 billion from AWS, its first contract with the leading cloud infrastructure company.
In October, OpenAI completed a secondary equity sale totaling $6.6 billion, allowing current and former employees to sell shares with a market value of $500 billion.
