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According to Gate market data, Microsoft’s stock fell 2.4% in pre-market trading, Alphabet's stock dropped 0.7%, and Amazon's stock declined 0.9% in pre-market trading.

According to official news from OpenAI, OpenAI and Amazon have announced a multi-year strategic partnership. Amazon will invest $50 billion in OpenAI, with an initial investment of $15 billion, and the remaining $35 billion will be completed in the coming months upon meeting specific conditions.The two parties will jointly develop a Stateful Runtime Environment powered by OpenAI models, which will be made available to AWS customers through Amazon Bedrock, expected to launch in the coming months. AWS will become the exclusive third-party cloud distribution provider for the OpenAI Frontier platform, which will be available for enterprises to build, deploy, and manage AI agent teams.In terms of infrastructure, the two parties will expand their existing $38 billion multi-year agreement to $100 billion, with a term of 8 years. OpenAI commits to using approximately 2 gigawatts of Trainium computing power through AWS infrastructure, covering Trainium3 and the next-generation Trainium4 chips expected to be delivered starting in 2027. Additionally, OpenAI and Amazon will collaborate to develop custom models for Amazon developers for consumer-facing applications, complementing Amazon's existing Nova series models.

According to the official page, Binance Alpha has launched tokenized stocks for Amazon (AMZNON), Meta (METAON), Apple (AAPLON), Circle (CRCLON), and Google (GOOGLON).

According to Gate market data, U.S. stocks opened with the Dow Jones Industrial Average up 0.25%, the S&P 500 index up 0.27%, and the Nasdaq Composite up 0.37%. Amazon expects capital expenditures to grow by 50% in 2026, and its stock price fell by 9%. Stellantis plummeted by 24%, as the company recorded a charge of 22 billion euros. Nvidia rose by 2.7%, after declining for five consecutive trading days.

According to Gate market data, Nasdaq futures fell nearly 1% in early trading on Friday, mainly dragged down by Amazon's after-hours decline of 9%.

According to Gate market data, Amazon's US stock plummeted nearly 9% after hours.

According to Gate market data, the Nasdaq plunged with a decline of over 1%, Nvidia's stock price fell by 2%, and Amazon's stock price dropped by 1.6%.

According to The Information, Nvidia, Microsoft, and Amazon are in talks to invest up to $60 billion in OpenAI. Microsoft plans to invest less than $10 billion in OpenAI, Amazon plans to invest over $10 billion, and Nvidia plans to invest up to $30 billion in OpenAI. Before this round of financing, OpenAI's valuation could reach $730 billion.

According to market news, informed sources have revealed that Amazon Web Services (AWS) and Ripple are exploring the use of Amazon Bedrock's generative artificial intelligence (Gen-AI) capabilities to improve the monitoring and analysis of the XRP Ledger (XRPL).The two companies plan to apply AI analysis to the system logs of XRPL to shorten the time required to investigate network issues. Some internal assessments by AWS engineers show that processing workflows, which previously took days to complete, can now be done in 2 to 3 minutes. This work aims to address the long-standing operational challenges caused by the massive C++ logs in the global network of XRPL nodes.

According to The Information, OpenAI is negotiating with Amazon to raise at least $10 billion from Amazon and use Amazon's AI chips. One insider said this investment would push OpenAI's valuation beyond $500 billion.It is reported that Amazon and OpenAI have explored commercial collaboration opportunities. OpenAI aims to turn ChatGPT into a shopping hub and plans to earn commissions by directing customers to retailers. It is still unclear whether the collaboration between Amazon and OpenAI will involve such features of ChatGPT or arrangements related to the AI shopping capabilities that Amazon is developing for its own applications. Insiders indicated that OpenAI also hopes to sell an enterprise version of ChatGPT to Amazon.

Binance co-CEO He Yi stated in the "Bonnie Blockchain" podcast that he hopes to turn Binance into a "garden, growing into the Amazon rainforest, where all employees of Binance will have their own voices, self-iterate, self-grow, and ultimately grow into towering trees."

The Bitcoin Historian posted on the X platform that Michael Saylor's Strategy trading volume has just surpassed AMAZON, and Wall Street is buying BTC in large quantities.

The topic of comparing the valuations of Ethereum and Amazon has sparked heated discussions on X. Santiago, the founder of Inversion Capital, believes that Ethereum's valuation is too high. He stated that ETH's price-to-sales ratio (valued at $380 billion with an annual revenue of $1 billion) is far higher than Amazon's; even during the dot-com bubble, Amazon's price-to-sales ratio never exceeded 28 times. Ethereum holders pay about 146 times the price for every $1 of revenue compared to what Amazon investors paid back then. He believes that Amazon is also a successful network. Whether a company or a network, its pricing depends on the economic benefits generated (revenue and cash flow), while TVL, collateral assets, or settlement volumes are not revenue.SharpLink, a treasury company for Ethereum, stated that traditional valuation models do not apply to Ethereum: Amazon is a company, while Ethereum is a network. Ethereum is the target network for the future migration of the financial system, and its potential market size is much larger than the scale when Amazon was valued at $380 billion. A better way to measure Ethereum's value is to examine the scale of assets secured by its network. Historically, as more assets have been transferred on-chain and settled (with TVL growth), Ethereum's price has also increased (though not completely in sync).

Amazon has launched the next-generation AI chip Trainium 3, which has a training speed four times that of its predecessor, aiming to capture market share from Nvidia. This chip will be offered as a service through AWS, supporting large-scale model training. Meanwhile, several Bitcoin mining companies, such as Core Scientific and IREN, are transforming their data centers into AI infrastructure and have reached billion-dollar partnership agreements with Microsoft, Google, and others. Despite the high enthusiasm for AI infrastructure investment, analysts warn that if demand slows down, related companies may face a funding gap of up to $800 billion.

According to CoinDesk, the market (especially the crypto market) experienced a significant downturn last week, while on Monday of this week, sentiment saw at least a brief reversal—investors were buoyed by Amazon's (AMZN) announcement to expand artificial intelligence and supercomputing infrastructure for the U.S. government, with a maximum investment of $50 billion.This news propelled the Nasdaq to rise 2.3% at noon Eastern Time, and the S&P 500 increased by 1.4%. Risk appetite also spread to the crypto market, with Bitcoin's price rebounding to $87,300, after briefly falling below $80,000 on Friday. Nevertheless, Bitcoin is still down more than 7% week-over-week. Benefiting the most from the positive news from Amazon are those Bitcoin mining companies that have adjusted their business models to focus on AI infrastructure and high-performance computing:Cipher Mining (CIFR) surged 18%CleanSpark (CLSK) and IREN (IREN) both rose 13%Hut 8 (HUT) increased by 9%.Other crypto-related companies also generally rose, including Coinbase (COIN), Galaxy Digital (GLXY), and Bullish (BLSH), with increases ranging from 4% to 5%.

OpenAI has agreed to pay Amazon $38 billion for computing services in a 7-year deal, marking the first collaboration between the AI startup and the cloud computing giant.Amazon expects that all computing capacity will be available for OpenAI by the end of next year, allowing OpenAI to quickly access high-performance chips from Nvidia deployed in Amazon's data centers. Compared to contracts OpenAI has signed with other cloud giants, the scale of this deal is relatively small, but the partnership is of significant strategic importance for Amazon, representing a key first step in its efforts to benefit from the "AI computing power battle." To date, OpenAI has signed nearly $600 billion in new cloud service agreements with Oracle, Microsoft, and Amazon. Earlier this year, OpenAI also reached a cloud collaboration agreement with Google, although the specific amount has not been disclosed. OpenAI's projected revenue for this year is $13 billion.

According to Jinshi News, cryptocurrency mining company Cipher Mining once surged nearly 30%, with the current increase narrowing to 22.7%. The company announced a $5.5 billion leasing agreement with Amazon Web Services (AWS) and released its third-quarter performance.