"Of Amazon's investment, $35 billion will only be paid out "when certain conditions are met." From what we gather, those conditions include renting out two gigawatts worth of Amazon's Trainium AI accelerators and the deployment of OpenAI models and services in AWS. The cloud provider will also be the "exclusive third-party cloud distribution provider for OpenAI Frontier.""
"Nvidia's $30 billion investment appears to have similar provisions. In a blog post published on Friday, the AI flag bearer announced an expanded partnership with Nvidia that would see the deployment of three gigawatts of inference and two gigawatts of training capacity built on the GPU slinger's Vera Rubin systems. Announced at CES in January, the racks are expected to begin shipping in the second half of 2026."
"OpenAI was quick to emphasize that "nothing about today's announcements in any way changes the terms of the Microsoft and OpenAI relationship," and that Azure remains the exclusive cloud provider of its stateless OpenAI APIs and first party products, like Frontier."
OpenAI announced $110 billion in new investment from Amazon, Nvidia, and SoftBank, valuing the company at $730 billion pre-money. Amazon's $50 billion commitment includes $35 billion contingent on OpenAI renting two gigawatts of Amazon's Trainium AI accelerators and deploying models on AWS, with Amazon becoming the exclusive third-party cloud distributor for OpenAI Frontier. Nvidia's $30 billion investment involves deploying three gigawatts of inference and two gigawatts of training capacity using Nvidia's Vera Rubin systems, shipping in late 2026. OpenAI emphasized these arrangements do not alter its exclusive relationship with Microsoft, where Azure remains the sole cloud provider for stateless APIs and first-party products like Frontier.
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