Google and OpenAI drive surge in demand for AI infrastructure, Micron and Amazon increase investment

The computing power demand of Google and OpenAI has driven the exponential growth of demand for DRAM and NAND memory chips. Micron Technology's stock price has risen sharply and adjusted its strategy to focus on AI data center storage. Amazon plans to invest tens of billions of dollars in OpenAI to support the use of its AI chips, with the intention of challenging Nvidia's chip hegemony. This move marks the intensification of cooperation and competition among giants in the field of AI infrastructure.

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Joel macabontoc

01-28

$100 QUADRILLION OPEN AI MOVE REPORT

Amazon in Talks Over $10 Billion OpenAI Move: Report. That's Bad for Nvidia, Broadcom

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OpenAI in Talks to Raise at Least $10 Billion From Amazon and Use Its AI Chips-the Information","subtitle":"","subtitle_show":0,"pub_time":1765938022877,"source_id":"reuters_en_live","language":"en","url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251217:nFWN3XM0VG:2","is_publish_highlight":0,"symbols_score_info":{"AMZN":1.96,"MSFT":1.87,"USAW.SI":0.6},"rights":null}],"views":[],"tweetList":[{"id":526517728974432,"gmtCreate":1769579795779,"gmtModify":1769579799567,"author":{"id":"4186031380326192","authorId":"4186031380326192","name":"Joel macabontoc","avatar":"https://community-static.tradeup.com/news/516563edb62c4e727758183febf0a34b","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4186031380326192","idStr":"4186031380326192"},"themes":[],"title":"","htmlText":"$100 QUADRILLION OPEN AI MOVE REPORT&nbsp;","listText":"$100 QUADRILLION OPEN AI MOVE REPORT&nbsp;","text":"$100 QUADRILLION OPEN AI MOVE REPORT","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/526517728974432","repostId":"2592918491","repostType":2,"repost":{"id":"2592918491","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1765982315,"share":"https://ttm.financial/m/news/2592918491?lang=en_US&edition=fundamental","pubTime":"2025-12-17 22:38","market":"sg","language":"en","title":"Amazon in Talks Over $10 Billion OpenAI Move: Report. That's Bad for Nvidia, Broadcom","url":"https://stock-news.laohu8.com/highlight/detail?id=2592918491","media":"Dow Jones","summary":"$Amazon(AMZN)$.com is discussing a potential investment in ChatGPT-developer OpenAI worth around $10 billion, according to multiple reports. The partnership could be bad news for chip makers...","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com is discussing a potential investment in ChatGPT-developer OpenAI worth around $10 billion, according to multiple reports. The partnership could be bad news for chip makers <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> and Broadcom.</p><p>Nvidia shares fell 2% in morning trading; Broadcom down 1%; Amazon up 1%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/33b29657431b1e61beba962df4c22fff\" tg-width=\"463\" tg-height=\"185\"/></p><p>Amazon&#39;s investment would be tied to an agreement for OpenAI to use the e-commerce company&#39;s in-house Trainium chips, according to technology-focused news outlet The Information.</p><p>Amazon and OpenAI didn&#39;t immediately respond to requests for comment early Wednesday. Amazon shares were up 1.6% in premarket trading.</p><p>OpenAI and Amazon are already partners, with the two companies reaching a $38 billion agreement for Amazon Web Services to provide infrastructure for AI workloads in November. However, that deal was based on the use of Nvidia chips rather than Amazon&#39;s own Trainium processors.</p><p>Trainium chips have been an important project at Amazon as it seeks to make sure it doesn&#39;t become too dependent on costly hardware from Nvidia. Amazon said earlier this month that &#34;UltraServers&#34; powered by up to 144 of its in-house Trainium 3 chips are now available, offering more than four times the computing performance than the previous generation.</p><p>However, there have been questions about how many external customers are prepared to use the Trainium hardware. Getting OpenAI -- one of the biggest spenders in the AI hardware sector -- on board would be a coup for Amazon, even at the cost of a $10 billion investment, which is set to value OpenAI at more than $500 billion, according to reports.</p><p>Such a deal would arguably reduce the scope for OpenAI&#39;s spending on chips from Nvidia, as well as the Tensor Processing Units jointly developed by Broadcom and Google.</p><p>However, more purchases of Trainium hardware could be good news for custom-chip designer Marvell Technology, which has worked on previous generations of the processors. </p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Amazon in Talks Over $10 Billion OpenAI Move: Report. That's Bad for Nvidia, Broadcom</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAmazon in Talks Over $10 Billion OpenAI Move: Report. That's Bad for Nvidia, Broadcom\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-12-17 22:38</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/AMZN\">Amazon</a>.com is discussing a potential investment in ChatGPT-developer OpenAI worth around $10 billion, according to multiple reports. The partnership could be bad news for chip makers <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> and Broadcom.</p><p>Nvidia shares fell 2% in morning trading; Broadcom down 1%; Amazon up 1%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/33b29657431b1e61beba962df4c22fff\" tg-width=\"463\" tg-height=\"185\"/></p><p>Amazon&#39;s investment would be tied to an agreement for OpenAI to use the e-commerce company&#39;s in-house Trainium chips, according to technology-focused news outlet The Information.</p><p>Amazon and OpenAI didn&#39;t immediately respond to requests for comment early Wednesday. Amazon shares were up 1.6% in premarket trading.</p><p>OpenAI and Amazon are already partners, with the two companies reaching a $38 billion agreement for Amazon Web Services to provide infrastructure for AI workloads in November. However, that deal was based on the use of Nvidia chips rather than Amazon&#39;s own Trainium processors.</p><p>Trainium chips have been an important project at Amazon as it seeks to make sure it doesn&#39;t become too dependent on costly hardware from Nvidia. Amazon said earlier this month that &#34;UltraServers&#34; powered by up to 144 of its in-house Trainium 3 chips are now available, offering more than four times the computing performance than the previous generation.</p><p>However, there have been questions about how many external customers are prepared to use the Trainium hardware. Getting OpenAI -- one of the biggest spenders in the AI hardware sector -- on board would be a coup for Amazon, even at the cost of a $10 billion investment, which is set to value OpenAI at more than $500 billion, according to reports.</p><p>Such a deal would arguably reduce the scope for OpenAI&#39;s spending on chips from Nvidia, as well as the Tensor Processing Units jointly developed by Broadcom and Google.</p><p>However, more purchases of Trainium hardware could be good news for custom-chip designer Marvell Technology, which has worked on previous generations of the processors. </p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","BK4534":"瑞士信贷持仓","LU1242518857.USD":"FULLERTON LUX FUNDS - 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The partnership could be bad news for chip makers Nvidia and Broadcom.Nvidia shares fell 2% in morning trading; Broadcom down 1%; Amazon up 1%.Amazon's investment would be tied to an agreement for OpenAI to use the e-commerce company's in-house Trainium chips, according to technology-focused news outlet The Information.Amazon and OpenAI didn't immediately respond to requests for comment early Wednesday. Amazon shares were up 1.6% in premarket trading.OpenAI and Amazon are already partners, with the two companies reaching a $38 billion agreement for Amazon Web Services to provide infrastructure for AI workloads in November. However, that deal was based on the use of Nvidia chips rather than Amazon's own Trainium processors.Trainium chips have been an important project at Amazon as it seeks to make sure it doesn't become too dependent on costly hardware from Nvidia. Amazon said earlier this month that \"UltraServers\" powered by up to 144 of its in-house Trainium 3 chips are now available, offering more than four times the computing performance than the previous generation.However, there have been questions about how many external customers are prepared to use the Trainium hardware. Getting OpenAI -- one of the biggest spenders in the AI hardware sector -- on board would be a coup for Amazon, even at the cost of a $10 billion investment, which is set to value OpenAI at more than $500 billion, according to reports.Such a deal would arguably reduce the scope for OpenAI's spending on chips from Nvidia, as well as the Tensor Processing Units jointly developed by Broadcom and Google.However, more purchases of Trainium hardware could be good news for custom-chip designer Marvell Technology, which has worked on previous generations of the processors.","news_type":1,"symbols_score_info":{"AVGO":2,"NVDA":2,"AMZN":2}},"isVote":1,"tweetType":1,"viewCount":190,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4186031380326192","authorId":"4186031380326192","name":"Joel macabontoc","avatar":"https://community-static.tradeup.com/news/516563edb62c4e727758183febf0a34b","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4186031380326192","idStr":"4186031380326192"},"content":"can u automatic transfer $E FUND SHANGHAI STOCK EXCHANGE BENCHMARK MARKET MAKING CORPORATE BOND TRADING OPEN ENDED INDEX SECURITIES INVESTMENT FUND(511110)$","text":"can u automatic transfer $E FUND SHANGHAI STOCK EXCHANGE BENCHMARK MARKET MAKING CORPORATE BOND TRADING OPEN ENDED INDEX SECURITIES INVESTMENT FUND(511110)$","html":"can u automatic transfer $E FUND SHANGHAI STOCK EXCHANGE BENCHMARK MARKET MAKING CORPORATE BOND TRADING OPEN ENDED INDEX SECURITIES INVESTMENT FUND(511110)$"}],"imageCount":0,"langContent":"EN","totalScore":0}]}