OpenAI is discussing raising at least $10 billion from Amazon, adopting Trainium chips and expanding direct competition with Nvidia.

The deal could value OpenAI at over $500 billion and reinforce Amazon's strategy of vertically integrating hardware, cloud, and AI.

More than just capital, the move signals a search for cost and scale alternatives in a market where processing power has become the main bottleneck.

The chip war is entering a less concentrated and potentially more competitive phase.