[hl_openai_deal] OpenAI-AWS $138B expanded — $122B raise/$852B val $50B AMZN ($35B cond IPO/AGI '28); MSFT threats; enterprise/gov inference; Delta Leo ties.
Key Questions
What was OpenAI's latest funding round?
OpenAI raised $122 billion at an $852 billion valuation, marking the largest funding round in history.
How is Amazon involved in OpenAI's funding?
Amazon committed $50 billion as part of a $138 billion expanded deal with AWS over 8 years via Bedrock.
What threats does this pose to Microsoft?
The deal threatens Microsoft's Azure dominance in AI infrastructure.
What are OpenAI's revenue projections?
Citi forecasts $6-18 billion in revenue for H2 2026, with a $100 billion backlog by Q1 2026.
What ties exist between OpenAI, Delta, and Leo?
Leo satellite ties with Delta reinforce OpenAI's service revenue, including $2 billion monthly B2B.
OpenAI $122B funding at $852B val includes $50B AMZN/$138B total AWS/8yrs Bedrock; MSFT Azure threats; Citi $6-18B rev H2'26; backlog $100B Q1'26. Leo sats Delta reinforces service rev; $2B/mo B2B. Recent $50B bet/Trainium confirms deep ties.
Sources (3)
Updated Apr 8, 2026