🚨 AI WARS UPDATE: OpenAI × Amazon

OpenAI is reportedly in advanced talks to raise up to $10B from Amazon, alongside a major infrastructure shift toward AWS custom AI chips (Inferentia / Trainium).

Why it matters

💡 Strategic realignment: Deeper integration into AWS, reduced reliance on NVIDIA

⚡ Compute independence: Dedicated chip capacity to scale beyond GPU bottlenecks

🌐 Cloud war escalation: Challenges Microsoft’s Azure-OpenAI axis and Google’s TPU stack

Big picture:

This isn’t just funding — it’s a foundational shift in AI infrastructure.

The race is no longer only about models.

It’s about who controls the silicon.

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