Key Moments
- OpenAI is reportedly in discussions with Amazon (NASDAQ:AMZN) to raise $10 billion or more, according to The Information.
- The potential funding round would value OpenAI at over $500 billion, reflecting sustained investor demand for leading AI players.
- Amazon shares rose 1.4% in premarket trading by 04:53 ET on Wednesday following the report.
Reported Funding Discussions Between Amazon and OpenAI
OpenAI is engaged in negotiations to secure $10 billion or more in new funding from Amazon (NASDAQ:AMZN), The Information reported on Tuesday, citing people familiar with the matter. The capital would support the artificial intelligence firm’s expanding computing requirements, which have been rising rapidly.
Why I am extremely bullish on $AMZN
Amazon is reportedly investing $10B+ in OpenAI, which plans to run its models on Amazon’s Trainium AI chips. This makes AWS the backbone of OpenAI’s compute, locking in massive cloud demand as AI adoption explodes. Very bullish for Amazon’s… pic.twitter.com/XXlxJv6kYN
— Milo Markets (@milomarkets) December 17, 2025
Market Reaction and Implied Valuation
Following the report, Amazon’s stock gained 1.4% in premarket trading by 04:53 ET on Wednesday. According to The Information, the contemplated deal would place OpenAI’s valuation above $500 billion, underscoring ongoing investor enthusiasm for top-tier AI developers despite the significant capital demands of the industry.
| Company | Ticker | Event | Detail |
|---|---|---|---|
| Amazon | NASDAQ:AMZN | Premarket move | Shares up 1.4% by 04:53 ET on Wednesday |
| OpenAI | N/A | Funding talks | In discussions to raise $10 billion or more from Amazon |
| OpenAI | N/A | Implied valuation | More than $500 billion, per The Information report |
Use of Funds and Cloud Commitments
The report stated that a potential investment from Amazon would support OpenAI in fulfilling existing commitments to lease substantial server capacity from cloud infrastructure providers. These obligations reflect the intensive computing needs associated with OpenAI’s operations.





