OpenAI deepens Amazon ties as relationship with Apple frays

Watch on YouTube ↗  |  May 15, 2026 at 18:16  |  3:50  |  CNBC

Summary

The report details that OpenAI's relationship with Apple is cooling, with OpenAI considering legal action against Apple. Meanwhile, OpenAI is deepening ties with Amazon, focusing on enterprise and AWS. Anthropic is reportedly raising $30 billion at a $100 billion valuation.

  • OpenAI considering legal action against Apple due to unmet expectations.
  • Apple reportedly testing rival AI models from Anthropic and Google Gemini.
  • OpenAI moving closer to Amazon, with AWS partnership being a priority.
  • OpenAI prioritizing enterprise over consumer, with AWS demand described as staggering.
  • Amazon investing up to $50 billion in OpenAI and providing compute.
  • ChatGPT could assist in Alexa's AI revamp.
  • Anthropic reportedly raising $30 billion at a $100 billion valuation, potentially reaching $900 billion.
  • Apple has leverage with billions of iPhones and multiple AI options.
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