Amazon is reportedly in discussions to invest around $10 billion in OpenAI. That investment could value the artificial intelligence startup at upwards of $500 billion, Reuters reported late Tuesday (Dec. 16), citing a source familiar with the matter.
OpenAI is in discussions with Amazon about a potential investment of $10 billion or more, though that number isn't set, CNBC confirmed. The agreement would also include use of Amazon's chips.
Artificial intelligence firm OpenAI is in talks to raise $10 billion or more from Amazon and use its AI chips, the Information reported on Tuesday citing people familiar with the matter.
It's time to upgrade Amazon (AMZN) to a Buy as the risk/reward shifts favorably in favor of the e-commerce and cloud computing behemoth. AWS remains Amazon's profit engine, delivering 36% margins and over 57% of corporate operating profits, underpinning valuation support. AMZN is aggressively investing in AI, custom chips, and open-sourcing its software stack to defend its moat against rivals like Google, Microsoft, and Oracle.
Meta said Tuesday that the company will begin testing its Instagram for TV app in the U.S. via Amazon's Fire TV streaming devices. The app features the company's TikTok-like Reels videos.
Slope, an AI lending platform backed by OpenAI CEO Sam Altman and JPMorgan Chase, told CNBC exclusively that it is launching a partnership with Amazon's independent sellers. The deal will allow sellers to directly apply for financing pulling on Amazon's proprietary data.
Shares of Amazon.com Inc. (NASDAQ: AMZN) lost 1.38% over the past five trading sessions after losing 1.43% the five prior.
Stocks like BigBear.AI are ones to avoid, no matter how low the price falls. Palantir is a strong business, but it remains overvalued.
Though roughly flat for the year, Amazon.com Inc. NASDAQ: AMZN is continuing to impress as it grinds higher into the final stretch of 2025. Shares closed around $230 on Wednesday, Dec. 10, up roughly 40% since April and maintaining the multi-month uptrend.
Retailers and brands are running sales a bit longer this year, but may not be offering as significant of markdowns, analysts said.
AMZN's datacenter surge, fueled by record AWS capex and massive global expansion, is emerging as the company's most powerful long-term growth driver.
Amazon's more-than-$35 billion India commitment through 2030 is a full‑stack bet on AI infrastructure, logistics density, and export flywheels that could shift both its growth mix and narrative. The plan channels capital into AWS data centers, localized AI services, fulfillment and transportation assets, and programs to digitize millions of Indian SMEs and boost e‑commerce exports toward an $80 billion target, effectively expanding Amazon's high‑margin services and advertising opportunity in a structurally high‑growth market.