Amazon is reportedly in negotiations to invest over $10 billion in OpenAI, potentially valuing the AI company at over $500 billion. The deal could see OpenAI utilising Amazon's Trainium chips. This investment would provide OpenAI with substantial capital to support its increasing computing costs and infrastructure commitments.
OpenAI has already committed to significant spending on AI infrastructure, including a $38 billion cloud computing deal with Amazon. This existing partnership grants OpenAI access to AWS data centres and Nvidia GPUs. The potential investment and adoption of Amazon's AI chips could further diversify OpenAI's computing resources.
However, Amazon's Trainium chips have faced adoption challenges, with some reports indicating underperformance compared to Nvidia's H100 GPUs. Despite this, Amazon is developing new generations of Trainium chips, with Trainium 3 expected to reach 150,000 units by 2026 and Trainium 4 slated for 2027.
