摘要：12 月 17 日综合消息OpenAI 正与亚马逊处于初步谈判阶段，计划融资至少 100 亿美元，且可能采用亚马逊定位高性价比（亚马逊称其 AI 计算成本与效率优于英伟达 GPU）的 Trainium AI 芯片；谈判始于 2025 年 10 月 OpenAI 完成企业重组（重组后微软持股 27%）后，此前双方已于上月宣布有效期 7 年、价值 380 亿美元的 AWS 云计算协议，且 OpenAI 在最近一次员工持股出售中估值已达 5000 亿美元，此次潜在交易或使其估值再突破该数值，同时助力亚马逊在 AI 硬件领域与英伟达竞争，不过目前谈判仍处初步阶段，条款或有变动，两家公司代表均拒绝置评。
OpenAI Negotiates $10B Funding from Amazon, May Adopt Trainium AI Chips**
Dec 17 – OpenAI is in early-stage discussions with Amazon to raise at least $10 billion and may adopt Amazon’s Trainium AI chips, according to a person familiar with the matter who requested anonymity. The potential deal could value OpenAI above $500 billion and boost Amazon’s efforts to compete with NVIDIA in AI hardware, though talks are preliminary and terms may change.
The partnership would mark a win for Amazon’s fledgling semiconductor division. While NVIDIA dominates the market for AI-focused chips, developers like Meta are increasingly exploring alternatives from firms like Google. Amazon’s Trainium chips, designed to complement its AWS cloud division, are positioned as a cost-effective alternative—Amazon claims they power AI computations more cheaply and efficiently than NVIDIA’s market-leading GPUs.
Negotiations began around October 2025, following OpenAI’s corporate overhaul that saw Microsoft take a 27% stake. OpenAI was last valued at $500 billion in an employee share sale, briefly surpassing SpaceX as the world’s largest startup. Separately, OpenAI and Amazon announced a $38 billion AWS cloud computing deal last month, spanning seven years. Representatives for both companies declined to comment.
12 月 17 日（综合消息）—— 据一位不愿具名的知情人士透露，OpenAI 正处于与亚马逊的初步谈判阶段，计划融资至少 100 亿美元，并可能采用亚马逊的 Trainium AI 芯片。这笔潜在交易可能使 OpenAI 的估值突破 5000 亿美元，同时助力亚马逊在 AI 硬件领域与英伟达展开竞争，但目前谈判仍处于初步阶段，条款或有变动。
此次合作若达成，将成为亚马逊新兴半导体部门的重大胜利。尽管英伟达在 AI 专用芯片市场占据主导地位，但 Meta 等开发者已开始探索谷歌等公司的替代产品。亚马逊的 Trainium 芯片旨在补充其 AWS 云业务，定位为高性价比选择 —— 亚马逊称，该芯片驱动 AI 计算的成本和效率均优于英伟达的市场领先 GPU。
谈判始于 2025 年 10 月前后，此前 OpenAI 完成了企业重组，微软在重组中获得 27% 的股份。在最近一次员工持股出售中，OpenAI 的估值达到 5000 亿美元，短暂超越 SpaceX 成为全球最大初创企业。此外，OpenAI 与亚马逊上月已宣布一项价值 380 亿美元的 AWS 云计算协议，有效期为 7 年。两家公司的代表均拒绝置评。