Amazon Mulls Up To $50B Investment In OpenAI: Report

• The details of the deal could change even if the talks go through, WSJ reported, citing the people.
• Previously, WSJ had reported that OpenAI is looking for up to $100 billion in new capital from investors. 
• If the OpenAI deal materializes, the investment could make Amazon the biggest contributor to the company’s current fundraising round.

Amazon.com Inc. (AMZN) is reportedly considering an investment of up to $50 billion in OpenAI in a big AI startup.

According to a report from the Wall Street Journal that cited people familiar with the matter, Amazon’s CEO Andy Jassy is talking with Sam Altman, CEO of the ChatGPT maker, and leading the negotiations.

The details of the deal could change even if the talks go through, WSJ reported, citing the people.

Previously, WSJ had reported that OpenAI is looking for up to $100 billion in new capital from investors.

Shares of AMZN declined about 0.7% at the time of writing.

Amazon’s AI Push

Amazon has been accelerating its AI investments as tech giants scramble to get ahead in the race.

In Dec. 2025, Amazon announced a $35 billion, multi-year investment in India to accelerate AI innovation in the country, shortly after Microsoft committed $17.5 billion over four years.

The e-commerce giant appointed veteran Peter DeSantis as the head of its AI development efforts after Rohit Prasad decided to exit the company at the end of last year. Prasad led Amazon’s artificial general intelligence unit.

Among its other investments, Amazon said last year it would invest at least $3 billion in Warren County, Mississippi, to build a new data center campus to support AI and cloud computing technologies. It also committed up to $50 billion to build out AI and supercomputing capabilities for the U.S. government customers through AWS.

If the OpenAI deal materializes, the $50 billion investment could make Amazon the biggest contributor to the company’s current fundraising round. Amazon also invested $4 billion in OpenAI competitor Anthropic in 2024.

OpenAI is reportedly discussing its potential IPO that could value the company at around $1 trillion, with a filing expected as soon as the second half of 2026.

How Did Stocktwits Users React?

On Stocktwits, retail sentiment around AMZN shares was in the ‘neutral’ territory at the time of writing, amid ‘high’ message volumes.

Meanwhile, retail sentiment around OpenAI was in the ‘bearish’ territory, amid ‘high’ message volumes.

One bullish user said that OpenAI and Anthropic would eventually join forces with Amazon to take on Google.

Shares of AMZN have gained nearly 2% in the past year.

For updates and corrections, email newsroom[at]stocktwits[dot]com.

Also Read: Microsoft Reportedly Denies AI Co-Innovation Lab Partnership With Richtech Robotics, Calls Deal A ‘Customer Engagement’
 

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