Amazon to invest $50B in OpenAI, secures AWS cloud partnership and exclusive distribution for Frontier

AMAZON COM INC

Amazon commits $50B total investment in OpenAI: $15B closing March 31, 2026, plus $35B subject to milestones or IPO.
AWS to be exclusive third-party cloud distributor for OpenAI Frontier; co-develop Stateful Runtime Environment on Bedrock.
OpenAI commits to consume ~2 GW of Trainium capacity; existing AWS agreement expanded by $100B over 8 years to total $38B+.
Amazon developers will get customized OpenAI models for customer-facing applications, complementing Amazon's Nova models.

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Key facts

Extracted from this filing and checked against the source text.

Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.9

AMAZON COM INC entered into Letter Agreement with OpenAI Group PBC valued at $35.0 billion (effective 2026-02-27).

Action: entry
Agreement: equity purchase
Counterparty: OpenAI Group PBC
Value: $35.0 billion
Effective: 2026-02-27

Exact text from the filing

On February 27, 2026, Amazon.com NV Investment Holdings LLC (“Amazon Sub”), a wholly-owned subsidiary of Amazon.com, Inc. (the “Company”), entered into an equity commitment letter agreement (the “Letter Agreement”) with OpenAI Group PBC (“OpenAI”), pursuant to which Amazon Sub agreed to purchase shares of OpenAI’s Series C Preferred Stock (the “Commitment Shares”) with an aggregate purchase price of $35.0 billion (the “Commitment Amount”).

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Source: SEC EDGAR

accession 0001104659-26-021050

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