Betting on Both Sides: After Investing Heavily in Anthropic, Amazon Is Deeply Engaging with OpenAI

According to reports from multiple media outlets including the Wall Street Journal, global e-commerce and cloud services giant Amazon is engaging in deep discussions with tech startup OpenAI regarding a strategic investment worth approximately $50 billion.

Valuation Surge: OpenAI Launches a $100 Billion Financing Plan

Currently, OpenAI's market valuation has reached $500 billion. The company recently announced plans to raise a total of $100 billion in new financing. If this plan is successfully implemented, its post-investment valuation is expected to reach an astonishing $830 billion, making it one of the most highly valued startups in the world.

It is reported that the negotiations are being directly led by Amazon's CEO Andy Jassy and OpenAI's CEO Sam Altman. At present, neither Amazon nor OpenAI has made any official comments on this matter, and the details remain confidential.

OpenAI

Global Capital Resonance: Major Players and Sovereign Wealth Funds Join In

In addition to Amazon, OpenAI is actively expanding its sources of funding. According to the New York Times, the company has been in frequent contact with various parties:

Middle Eastern Capital: Continuously discussing equity investments with several sovereign wealth funds;
Technology Giants: Holding new rounds of talks with NVIDIA, Microsoft, and SoftBank.

Industry analysts expect this large-scale financing deal to be completed as early as the end of the first quarter of this year.

Strategic Game: Amazon's "Dual Track" Strategy

Amazon's intention to invest heavily in OpenAI has sparked discussions about its existing strategic layout. Previously, Amazon had a deep partnership with OpenAI's main competitor Anthropic:

Capital Level: Amazon has invested at least $8 billion in Anthropic;
Infrastructure: Amazon AWS is not only Anthropic's preferred cloud service provider, but the two have also deeply integrated model training agreements;
Hardware Support: Amazon recently invested $11 billion in building a data center in Indiana, specifically designed to run Anthropic's technology architecture.

ChatGPT Agent User Churn 75% Ambiguous Positioning Becomes a Fatal Flaw

OpenAI's ChatGPT Agent, launched just six months ago, is facing discontinuation due to a sharp 75% drop in weekly active paid users, from 4 million to under 1 million. Despite initial interest from 11% of subscribers, growth stalled as users struggled to understand its purpose and encountered system issues.....

OpenAI Announces the Discontinuation of Multiple Models Including GPT-4o, Users Shift to Next-Generation Technology

OpenAI announced the discontinuation of older models including GPT-4o, marking the end of its historical mission. GPT-4o was previously praised for its conversational style and multimodal capabilities, but the company has now shifted its focus to the next-generation flagship model, with GPT-5.2 becoming the preferred choice for users.

Saying Goodbye to GPT-4o: OpenAI Announces Discontinuation of Several Classic Large Models

OpenAI announced that it will discontinue several early models starting next month, including GPT-4o, which is favored by paying users. The model was launched in May 2024 and was popular with users for its conversational style. Although it was briefly taken offline after the release of GPT-5, it was later restored upon the CEO's promise. The retirement may be due to declining usage, and OpenAI will guide users toward newer models.