Jaeden Schafer

You can imagine this is why it's happening.

Back in March, OpenAI invested $350 million into CoreWeave.

They used the capital to purchase NVIDIA chips that are now, you know, helping to power OpenAI's workload.

That, of course, boosted CoreWeave's revenue, right, by $350 million.

And in turn, the value of OpenAI's stake also increased because they were invested in the company.

And then in October, OpenAI agreed to acquire a 10% stake in AMD and they committed to using its AI GPUs.

But they also signed a chip agreement with Broadcom.

Then a month later, OpenAI announced a $38 billion cloud compute deal with Amazon.

And would you know it, all of a sudden, Amazon is now doing a $10 billion investment into OpenAI.

So all of these companies are just cycling money back and forth.

The revenue from one goes straight back to the other.

Amazon and OpenAI were not responding to any sort of requests about this story.

But I think we have some pretty good insights in insiders on it.

And of course, we have the $38 billion cloud compute deal that OpenAI, you know, officially signed with Amazon.

So we know that

Amazon put kicking money back to OpenAI would not be shocking.

Now, one thing that I will mention is in that $38 billion cloud compute deal that Amazon and OpenAI signed, that was a multi-year deal.

So that rolls out over, I believe, six years.

And so you can imagine $38 billion going to Amazon over six years.

Um, but, but the nice thing about that is as soon as that deal is essentially announced, like investors are starting to price that into the market where their Amazon stock is immediately getting a lot of the benefit of having a essentially $40 billion cloud compute deal.