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šŸ¤– Amazon’s $10 Billion Investment in OpenAI

PLUS: 2026 Will Be the Year of Buzz to Benchmarks

Welcome back AI enthusiasts!

In today’s Daily Report:

  • šŸ“¦Amazon’s $10 Billion Investment in OpenAI

  • šŸ”®2026 Will Be the Year of Buzz to Benchmarks

  • šŸ› Trending Tools

  • 🄪Brief Bites

  • šŸ’°Funding Frontlines

  • šŸ’¼Who’s Hiring?

Read Time: 3 minutes

šŸ—žRECENT NEWS

AMAZON

šŸ“¦Amazon’s $10 Billion Investment in OpenAI

Image Source: Reve Image/AI Image Generator and Creative Tool

Amazon and OpenAI are reportedly in talks over a potential investment that could exceed $10 billion.

Key Details:
  • Amazon might invest about $10 billion in OpenAI, but the terms and timing are still ā€œvery fluid.ā€ If finalized, this investment could value OpenAI at more than $500 billion, solidifying it as one of the world’s most valuable private tech companies.

  • OpenAI would adopt AWS’s ā€œTrainium3,ā€ a U.S.-made advanced AI chip built on 3nm technology, which offers higher transistor density to deliver more computing power and faster processing speeds.

  • Last month, OpenAI signed a multi-year strategic partnership with AWS, committing $38 billion over the next seven years to access AWS’s world-class AI infrastructure, which leverages AI Clusters to combine the power, storage, and memory of tens of thousands of NVIDIA GB200 Blackwell Superchips to accelerate AI workloads.

Why It’s Important:
  • OpenAI also seeks a $100 billion Series G funding round at an $830 billion valuation. That’s not a surprise! OpenAI’s pulling in roughly $20 billion in annual revenue, but it’s committed to spending over $1.4 trillion on AI infrastructure with Broadcom Inc., Oracle, NVIDIA, AMD, and AWS.

  • There’s a HUGE mismatch between current earnings and planned spending, meaning OpenAI must dramatically scale revenue. OpenAI CFO Sarah Friar hinted that OpenAI could IPO as early as the second half of 2026 ā€œgiven the capital needs we have.ā€

AI RESEARCH

šŸ”®2026 Will Be the Year of Buzz to Benchmarks

Image Source: Canva’s AI Image Generators/Magic Media and AI Image Upscaler

The faculty and staff at Stanford HAI Institute recently shared their predictions for the trajectory of AI developments over the course of 2026.

Key Details:
  • Stanford HAI Co-Director James Landay believes countries will increasingly pursue AI sovereignty to enhance data security and reduce reliance on the U.S. political system.

  • Stanford HAI Senior Fellow Russ Altman expects more focus on understanding the ā€œhigh-performing neural nets.ā€ In other words, he anticipates we’ll gain a better grasp of the inner workings of LLMs. The most unsettling aspect of today’s LLMs isn’t that they work, but that we don’t fully understand how they work.

  • Stanford HAI Senior Fellow Curtis Langlotz forecasts an ā€œaha!ā€ moment for AI in medicine, where the technology’s impact becomes unmistakably clear to doctors and patients by enhancing clinical care and accelerating drug discovery at unprecedented speed and scale.

Why It’s Important:
  • They collectively believe the era of ā€œAI evangelismā€ is giving way to an era of ā€œAI evaluation,ā€ shifting attention from superficial hype to real-world utility.

  • Instead of asking: ā€œCan AI do {X}?ā€, the question becomes: ā€œHow well can AI do {Y}?ā€, whether it’s through standardized benchmarks, real-time dashboards, or sector-specific metrics.

THE STOCK MARKET

šŸ“AI Tier Tracker

TIER 0: ENERGY

Constellation Energy Corp.

$CEG ( ā–² 5.89% )

TIER 1: SILICON

NVIDIA Corp.

$NVDA ( ā–² 1.87% )

TIER 2: DATA CENTERS

IREN Ltd.

$IREN ( ā–² 5.98% )

TIER 3: AI MODELS

Meta Platforms, Inc.

$META ( ā–² 2.3% )

TIER 4: SOFTWARE STACK

Palantir Technologies Inc.

$PLTR ( ā–² 4.74% )

TIER 5: AI AGENTS

Salesforce, Inc.

$CRM ( ā–² 0.05% )

šŸ””CLOSING BELL: As of 12/18/2025 market close.

šŸ’”STOCK SPOTLIGHT: Each tier showcases a new stock every day.

šŸ› TRENDING TOOLS

šŸ’”Cresh maximizes the potential of your business idea.

šŸ”Cluely secretly takes real-time meeting notes for you.

šŸ’øTrullion automates all the financial stuff for audit teams.

šŸ–‹ļøNovelVision AI helps writers edit and expand narratives.

āš–ļøBetterLegal turns hours of legal scrutiny into minutes of clarity.

🧰 Browse our Always Up-To-Date AI Toolkit.

🄪BRIEF BITES

Luma AI released ā€œRay3 Modify,ā€ a new AI-powered video editor that can change the room to a beach and the person’s outfit to pirate clothes.

xAI rolled out ā€œGrok Voice Agent API,ā€ which empowers developers to build the fastest, most intelligent Voice Agents that speak dozens of languages.

Meta introduced ā€œSAM Audio,ā€ which isolates, segments, and edits specific sounds from complex audio recordings, such as chatter, traffic, and dog barks.

OpenAI unveiled the ā€œApp Directory,ā€ which allows you to browse apps like Booking.com or Dropbox.com directly within ChatGPT and connect them to chats.

šŸ’°FUNDING FRONTLINES

  • Adaptive raised an $81M Series B to stop AI-powered social scams.

  • MoEngage closed a $180M Series F to connect better with customers.

  • Lovable landed a $330M Series B to create apps by chatting with AI.

šŸ’¼WHO’S HIRING?

  • Sierra (San Francisco, CA): AI Agent Development Intern, Summer 2026

  • NVIDIA (Hillsboro, OR): Systems Software Engineer, Entry-Level

  • Figure AI (San Jose, CA): IQC Quality Technician, Mid-Level

  • Google (Sunnyvale, CA): Sr. Software Engineer, TorchTPU, Senior-Level

šŸ“’FINAL NOTE

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