Anissa Gardizy

Cloud and compute reporter who broke the scoop on Amazon's potential multibillion-dollar investment in OpenAI and discussions about using AWS Trainium chips.

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Dec 17, 2025 • 28min

OpenAI-Amazon Talks for $10B Investment, Waymo’s Massive Fundraise, IPO Analysis | Dec 17, 2025

Anissa Gardizy, a cloud and compute reporter, dives into Amazon's potential $10 billion investment in OpenAI and the proposed use of AWS Trainium chips. Katie Roof reveals Waymo's early $100 billion fundraising talks and the challenges of its profitability against high R&D costs. Valida Pau and Stephanie Palazzolo discuss AI labs' hunt for specialized data with dwindling public sources, emphasizing the complexities of pricing and privacy. Meanwhile, Ken Brown analyzes the 'scarcity premium' risks for significant upcoming IPOs, drawing intriguing historical parallels.

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