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The Information's exclusive reporting reveals that Amazon’s potential $10B deal would value OpenAI at more than $500 billion and involves a major expansion of OpenAI’s infrastructure and hardware strategy.

As OpenAI faces a projected $100 billion burn over the next four years, this deal represents a significant move to secure the capital and the silicon required to maintain its lead. The details of the talks—including a new direction for ChatGPT and a shift in OpenAI’s relationship with Nvidia—have massive implications for the broader industry.

While others are just beginning to react, our subscribers already have the full breakdown of the strategy behind these talks.

Access the definitive report on the deal reshaping AI. Subscribe to the The Information today for $299 and save 25% on the first year.