亚马逊(AMZN.US)“双线押注”AI霸主：弃独宠Anthropic转投OpenAI，万亿云市场战火升级

智通财经01-30

智通财经APP获悉，据报道，亚马逊(AMZN.US)正与OpenAI就投资事宜展开谈判，拟投资规模高达500亿美元。值得关注的是，尽管亚马逊已投资OpenAI最大竞争对手Anthropic，但在此背景下仍选择加码OpenAI，这一举措本身即构成对OpenAI的重大信任投票。据了解，此次大规模注资实际上是双方此前深度合作的进阶。早在 2025 年底，双方就已签署了价值 380 亿美元的多年期云服务...

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Anthropic and switching to OpenAI, the war in the trillion-dollar cloud market escalates","themeId":"59acaae8521ea92a0ae52d0ee5aff7fd","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMZD":0.6,"USAW.SI":0.6,"AMZZ":0.6,"AMZY":0.6,"AMZW":0.6,"AZYY":0.6,"AMZN":1.98,"AMZU":0.6},"content_text":"智通财经APP获悉，据报道，亚马逊(AMZN.US)正与OpenAI就投资事宜展开谈判，拟投资规模高达500亿美元。值得关注的是，尽管亚马逊已投资OpenAI最大竞争对手Anthropic，但在此背景下仍选择加码OpenAI，这一举措本身即构成对OpenAI的重大信任投票。据了解，此次大规模注资实际上是双方此前深度合作的进阶。早在 2025 年底，双方就已签署了价值 380 亿美元的多年期云服务合约，确立了亚马逊网络服务(AWS)作为 OpenAI 关键基础设施提供商的身份。据此前报道，亚马逊与OpenAI自去年以来一直在就潜在投资事宜进行谈判，最终协议可能包括使用亚马逊人工智能芯片的条款。据一位因细节保密而不愿透露姓名的知情人士称，亚马逊首席执行官安迪·贾西与 OpenAI 首席执行官萨姆·奥尔特曼正就投资细节进行直接磋商。除了现金注入，协议的核心还涉及技术层面的利益互换，即 OpenAI 可能会承诺大规模采用亚马逊自研的 Trainium 系列 AI 芯片，以降低对单一硬件供应商的依赖并提升模型训练效率。这家初创企业于2015年以非营利性研究实验室的身份创立，2022年凭借生成式人工智能聊天机器人ChatGPT的推出迅速跻身主流视野。如今，OpenAI已成长为全球最具价值的商业实体之一——在去年10月完成二级市场股票出售交易后，其估值更是一举飙升至5000亿美元。同时，该人士还称，亚马逊与OpenAI谈判的细节仍有变数，最终总额也可能调整，但条款清单可能在未来几周内签署。但根据最新的市场动态和媒体报道，该交易预计将于 2026 年第一季度末前完成。在竞争格局方面，亚马逊的介入引发了硅谷权力版图的剧烈震动。在此之前，亚马逊曾是 OpenAI 核心竞对 Anthropic 的最主要支持者，自2023年以来，亚马逊已向OpenAI的竞争对手Anthropic投入了数十亿美元。据了解，Anthropic于2021年由一群前OpenAI高管和研究人员创立，包括首席执行官达里奥·阿莫代伊。该公司以其名为Claude的系列人工智能模型而闻名，并于本月早些时候完成了一轮数十亿美元的融资，估值达3500亿美元。AWS于2023年被指定为Anthropic的主要云服务提供商，并于2024年成为其主要训练合作伙伴。目前它继续扮演这两个角色。此次转向 OpenAI 展现了亚马逊在 AI 领域采取“全押”策略的野心，意图通过多向押注来确保 AWS 在与微软 Azure 的云服务博弈中占据上风。与此同时，上述知情人士称，OpenAI还在与其他投资者进行融资谈判，本轮融资总额可能接近1000亿美元。据此前报道，奥尔特曼上周曾前往阿拉伯联合酋长国，与主权财富基金进行投资谈判。该人士称，该初创公司的融资轮可能分两部分完成，首先由亚马逊、微软和英伟达等战略投资者出资。该消息人士称，随后其他投资方如软银也将参与出资，后者正在就投资OpenAI至多300亿美元进行谈判。值得一提的是，亚马逊持续推进各业务线成本优化战略，以集中资源加速人工智能研发与数据中心建设步伐。周三，亚马逊正式宣布将裁减约1.6万名企业员工，此举标志着自去年10月启动首轮大规模裁员后，该公司已进入第二轮人员优化阶段。去年10月，亚马逊在印第安纳州启动了为Anthropic量身打造的\"雷尼尔计划\"(Project Rainier)数据中心园区，项目总投资规模达110亿美元。同期，亚马逊披露2026年资本支出预计将达1250亿美元，该预测数值在当时大型科技公司中居于首位。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"corporation","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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