
Amazon ( $AMZN ) is doubling down on its AI ambitions. The company has reportedly completed the remaining $35B of its planned investment in OpenAI, bringing its total commitment to $50B. The partnership also expands AWS's role as OpenAI's cloud provider, includes 2 GW of Trainium AI capacity, and extends infrastructure agreements worth $100B over eight years. With Amazon fresh off strong earnings, AI is becoming an even bigger pillar of its long-term growth strategy. Does this strengthen Amazon's position in the AI infrastructure race against Microsoft and Google?