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AMAZON JUST COMPLETED THE LARGEST AI INVESTMENT IN HISTORY Amazon dropped the remaining $50B investment in OpenAI. · Q1 2026: $15B initial tranche · Q2 2026: $13.7B · Post-June 30: $21.3B The remaining $35B was supposedly tied to milestones like an $IPO or $AGI, but Amazon wired the full amount anyway. What Amazon gets: · Roughly 5% of OpenAI · AWS is now the exclusive cloud provider for OpenAI Frontier · OpenAI committed to $100B in $AWS spending over 8 years · OpenAI will use 2 GW of Amazon's Trainium AI chips The bigger context: Amazon also backed Anthropic with up to 18B deployed so far). It's spending $220B on capex in 2026. $AMZN

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