According to @StockMKTNewz, The Information reports that Amazon (AMZN) is in talks to invest more than $10 billion into OpenAI at a valuation above $500 billion. Source: @StockMKTNewz; The Information. Amazon previously committed up to $4 billion to Anthropic and designated AWS as Anthropic’s primary cloud provider, indicating a strategic push to deepen its foundation model stack and AI infrastructure footprint. Source: Amazon Press Release, September 25, 2023. OpenAI’s primary cloud partner remains Microsoft Azure under a multiyear, multibillion-dollar investment announced in January 2023, framing potential competitive dynamics across hyperscale AI compute. Source: Microsoft Blog, January 23, 2023. AMZN, MSFT, and NVDA have direct exposure to AI infrastructure via AWS and Azure offerings and hyperscaler deployments of Nvidia GPUs such as H100, which are provisioned across major cloud platforms. Source: AWS Service Announcements; Microsoft Azure ND H100 documentation; Nvidia Data Center Product Disclosures. In crypto, AI-related tokens including RNDR and FET have shown elevated sensitivity to major AI equity catalysts, with Kaiko Research documenting outsized moves around Nvidia-related headlines and earnings in 2024, making this development relevant for AI token watchlists. Source: Kaiko Research, 2024.

According to @KobeissiLetter, a new map highlights OpenAI’s recent partnerships and claims the company is now worth over $500B while remaining controlled by a non-profit parent (source: @KobeissiLetter). OpenAI discloses that OpenAI Nonprofit controls OpenAI Global LLC, the capped-profit operating arm (source: OpenAI). Microsoft is identified by both companies as a strategic partner supplying cloud and supercomputing infrastructure alongside a scaled investment relationship since 2019 (source: Microsoft; OpenAI). Historically, AI headline momentum around ChatGPT/OpenAI coincided with outsized returns and higher turnover in AI-linked crypto tokens such as RNDR, FET, and AGIX in 2023, which traders monitor for narrative-driven moves (source: Kaiko Research; Binance Research). The post does not include individual deal terms or tickers, so immediate positioning depends on subsequent disclosures from involved companies (source: @KobeissiLetter).

According to Charlie Bilello, OpenAI’s private valuation has reached about $500 billion (source: Charlie Bilello, X post on Oct 3, 2025). He adds that at this size, if OpenAI were public, it would be the 16th largest company in the S&P 500 by market capitalization (source: Charlie Bilello, X post on Oct 3, 2025). Bilello also notes the company’s valuation has expanded from roughly $28 billion to $500 billion in about two and a half years (source: Charlie Bilello, X post on Oct 3, 2025). For traders, these figures provide a high-profile benchmark for relative-value and sentiment checks across AI-exposed equities and AI-linked crypto narratives, grounded in the valuation numbers reported here (source for figures: Charlie Bilello, X post on Oct 3, 2025).