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.