OpenAI is reportedly in discussions with Amazon for an investment that could top $10 billion, alongside a deal to use AWS AI chips. Following a restructuring that loosened Microsoft's exclusivity on compute, OpenAI is aggressively diversifying its hardware partners. Why it matters: Even after pumping billions into Anthropic, Amazon wants a direct stake in OpenAI—proving nobody wants to rely on a single bet.
Apple just confirmed it uses Amazon's Inferentia and Graviton chips for services like search, delivering a 40% efficiency boost. The company is now evaluating AWS's new Trainium2 chips to pretrain models like Apple Intelligence, eyeing up to a 50% efficiency gain and signaling alternatives to Nvidia's pricey dominance.
Amazon just poured another $4 billion into Anthropic, bringing its total investment to $8 billion. Under the expanded partnership, Anthropic will use AWS's custom Trainium and Inferentia chips to train and deploy its largest models, while AWS customers get early access to fine-tune Claude on their own data. Amazon remains a minority investor without a board seat.
AWS and Hugging Face just expanded their cloud partnership, designating AWS as the open-source platform's preferred public cloud. Developers can now deploy Hugging Face models directly to Amazon SageMaker with a few clicks, running workloads on AWS's specialized Trainium and Inferentia chips. Why it matters: With generative AI surging, Amazon is positioning its cloud infrastructure and cheaper proprietary chips as the go-to home for open-source AI builders.
