据知情人士称，亚马逊正就向OpenAI投资至多500亿美元进行谈判，并拟扩大双方在云计算与算力供应方面的合作。若达成协议，亚马逊可能承担一轮最高达1000亿美元融资中的约一半；英伟达和软银也在讨论参与。相关方案仍未敲定，条款可能变化。除资金外，谈判还包括亚马逊在其产品与平台中使用OpenAI模型，以及向员工开放模型使用。

这反映出OpenAI作为云服务与芯片资源的大型需求方，其构建与运行AI工具的成本规模持续攀升。公司首席执行官山姆·奥特曼正向科技巨头、竞争对手以及全球主权财富基金广泛募资。若亚马逊大规模入股，将显著加深双方关系，也构成AI初创公司与云/芯片供应商之间“循环融资”的又一案例；同时，这将与亚马逊长期支持的OpenAI竞争对手Anthropic形成微妙关系。

报道称，OpenAI正寻求至多1000亿美元新资本，并计划于2026年第四季度启动IPO；公司内部担忧Anthropic可能抢先上市。另有报道指，奥特曼在中东与顶级投资者会面，相关融资或令OpenAI估值高达8300亿美元。此前消息还称，OpenAI与软银讨论追加至多300亿美元融资，并探索使用亚马逊芯片。亚马逊与OpenAI均拒绝置评。

Amazon is in talks to invest up to $50 billion in OpenAI and expand ties around cloud computing and capacity, according to a person familiar with the matter. If finalized, Amazon could provide about half of a new funding round that may total up to $100 billion; Nvidia and SoftBank are also in discussions to participate. Terms are not final and could change. The talks also include Amazon using OpenAI models in its products and platforms and granting employees access to the models.

The negotiations underscore OpenAI’s role as a massive consumer of cloud services and chips, and the soaring costs of building and running AI tools. Chief Executive Officer Sam Altman has been courting capital from tech giants, rivals, and sovereign wealth funds globally. A large Amazon stake would significantly deepen the partnership and represent another example of circular financing between leading AI startups and their cloud and chip suppliers, even as Amazon backs OpenAI rival Anthropic.

Reports say OpenAI is seeking up to $100 billion in new capital and is preparing for an IPO in the fourth quarter of 2026, with internal concern that Anthropic could list first. Altman has also met top Middle East investors in a round that could value OpenAI as high as $830 billion. Earlier reports noted talks with SoftBank for up to $30 billion more and potential use of Amazon chips. Amazon and OpenAI declined to comment.