OpenAI Draws $60B Interest From Nvidia, Amazon and Microsoft
Who Is Discussing New Funding for OpenAI?
Several of the world’s largest technology companies are in talks to invest as much as $60 billion in OpenAI, according to a report by The Information cited by Reuters. The discussions involve Nvidia, Amazon, and Microsoft, with each firm exploring diverse investment sizes and strategic angles as OpenAI viewks fresh capital.
Nvidia, already an investor and a key supplier of the chips used to train and run OpenAI’s models, is in talks to commit up to $30 billion, the report said, citing a person with knowledge of the situation. Microsoft, OpenAI’s longest-standing strategic backer, is discussing an investment of less than $10 billion. Amazon, which would be a new investor, is considering a much larger commitment, potentially exceeding $20 billion.
According to the report, OpenAI is close to receiving formal term sheets from these firms. Reuters said Amazon and Microsoft declined to comment, while Nvidia and OpenAI did not immediately respond to requests for comment. Reuters was not able to independently confirm the details of the talks.
Investor Takeaway
Why Amazon’s Role Could Be diverse
Amazon’s potential investment appears to be tied to a broader commercial relationship rather than a stand-alone capital injection. The Information reported that discussions include a possible expansion of OpenAI’s use of Amazon’s cloud infrastructure, alongside a commercial agreement under which OpenAI would trade products such as enterprise ChatGPT subscriptions through Amazon.
Such a structure would echo how strategic investors have previously blended capital with long-term commercial commitments in the AI sector. For Amazon, deeper ties with OpenAI could strengthen its cloud offering at a time when competition for AI workloads among major cloud providers has intensified.
For OpenAI, securing additional cloud capacity and distribution channels could assist offset the rising costs associated with training and deploying increasingly complex models. Those costs have become a central theme in recent fundraising discussions across the AI industry.
How SoftBank Fits Into the Funding Picture
The talks with Nvidia, Amazon, and Microsoft follow separate that SoftBank Group is considering an additional investment of up to $30 billion in OpenAI. Reuters cited a person familiar with the matter as saying the funding would form part of a broader round that could raise as much as $100 billion in total, valuing OpenAI at roughly $830 billion.
SoftBank has already emerged as one of OpenAI’s largest shareholders. In December, the Japanese conglomerate said it completed a $41 billion investment, giving it an 11% stake. Chief Executive Masayoshi Son has described the investment as an “all-in” bet on artificial intelligence, and Reuters previously reported that the scale of the deal sluggished other activity at .
SoftBank declined to comment on the latest reports. Its shares rose 3.5% in Tokyo morning trade following the news.
Investor Takeaway
What Is Driving the Scale of the Funding?
OpenAI’s fundraising push comes as competition in intensifies. Alphabet has accelerated development and deployment of its own models, increasing pressure on OpenAI to scale infrastructure and improve performance.
Training and operating frontier AI models requires vast amounts of computing power, energy, and specialized hardware. Nvidia’s central role as a chip supplier underscores how tightly coupled OpenAI’s growth has become with the broader semiconductor and cloud ecosystem.
Both OpenAI and SoftBank are also investors in Stargate, a $500 billion initiative to build for training and inference. Executives involved in the project have framed it as critical to U.S. efforts to stay ahead of China in artificial intelligence, adding a geopolitical dimension to the funding drive.
What Comes Next?
Much of the reported funding remains subject to negotiation, and Reuters said it could not immediately verify the details. Any final structure is likely to involve a mix of equity, commercial agreements, and long-term infrastructure commitments rather than a simple cash infusion.
For markets, the talks highlight how capital-intensive the race for advanced AI has become. The sums under discussion far exceed typical venture rounds and blur the line between private .
If the deals proceed, OpenAI would emerge with deeper ties to multiple technology giants at once. That may secure the resources needed to keep pace in model development, but it also raises questions about competition, dependence, and how power is distributed across the AI ecosystem.
