Jaeden Schafer

And this is according to some quote-unquote anonymous sources who were familiar with the matter.

The information first broke news about this talk, and then Bloomberg dug in and got some interesting info on that final valuation.

Right now, I think this potential deal shows that Amazon's really trying to broaden its exposure to AI and to the AI race.

They've invested heavily into Anthropic, and now it seems like they're going straight for OpenAI.

And they've also already committed about $8 billion to Anthropic.

So, you know, putting $10 billion into OpenAI, I'm not sure what Anthropic thinks about this because, you know, their $8 billion, it was kind of tranched out over many years.

And then OpenAI is about to get a big, huge slab of $10 billion.

But maybe Anthropic's got a tranche of money earmarked for it as well.

Because, of course, these two are direct competitors.

And earlier this month, Amazon also introduced the latest version of their Tranium AI chips, and they also previewed the next generation, which I think is really making the point that Amazon and AWS is really focusing on their cloud ecosystem.

They really want to be the place where AI companies train their models.

It's, it's interesting, too, because when we say AI companies, like a lot of people are like, well, you know, they're investing heavily in Anthropic and OpenAI, because they want to show everyone else that look, if we put all of this, you know, if the big companies like Anthropic and OpenAI are training on our, you know, with our training AI chips, and they're training on AWS, and they're using like our infrastructure, then everyone else is going to want to come over.

What I think is also interesting to note here is there's only five or six players in this race that are is like that are these gigantic companies and Google is going to use all of their own stuff.

Microsoft is going to use all of their own stuff.

You have OpenAI and Anthropic who are obviously the, you know, far out and ahead.

It seems like Grok and XAI are kind of trying to do their own stuff.

So it's interesting because I think that argument is less of an argument for why they'll make these big deals.

I don't think it's so much just so that, you know, everyone else wanting to train AI models will choose them.

Because, like, OpenAI and Anthropic are such a massive part of the market.

Like, sure, what?