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Amazon AI chief outlines strategy to catch up with OpenAI and Anthropic

Amazon AI chief outlines strategy to catch up with OpenAI and Anthropic

Amazon is restructuring its AI division and pouring billions into partnerships as it tries to close the gap with frontier model leaders

by Editorial Team

2 min read

In AI

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Amazon.com Inc. (AMZN) price

Full chart and stats

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Market cap
$2.7T (shares as of 2026-07-22)
P/E (trailing)
20.5 (EPS to 2026-06-30)
Annual revenue
$716.9B USD (FY ended 2025-12-31) 10-K
Annual revenue growth
+12.4% (FY ended 2025-12-31 vs FY ended 2024-12-31) 10-K
Annual net income
77,670,000,000 USD (FY ended 2025-12-31, attributable to the company) 10-K
Annual operating margin
11.2% (FY ended 2025-12-31)
Forward P/E
Unavailable: no dated forecast source

Gloria daily close for session Oct 28, 2026. Market cap and trailing P/E use this close with the SEC share total and trailing diluted earnings, each dated next to its figure. Annual revenue, revenue growth, net income and margin show their own fiscal period and link the 10-K. Current context may postdate this article.

Amazon.com Inc. and its peers

Company PriceMarket capP/E (trailing)Forward P/EAnnual revenue (USD)Annual revenue growthAnnual net income (USD)Operating margin
Amazon.com Inc. AMZN · Price dated Oct 28, 2026 · tokenized AMZNx $255$2.7T20.5Unavailable$716.9BFY ended 2025-12-31 · 10-K+12.4%FY ended 2025-12-31 vs 2024-12-31 · 10-K77,670,000,000FY ended 2025-12-31, attributable to the company · 10-K11.2%FY ended 2025-12-31
Coupang, Inc. CPNG · Price dated Oct 28, 2026 $14UnavailableNot meaningfulLoss, diluted EPS −0.43
to 2026-06-30 · SEC filing		Unavailable$34.5BFY ended 2025-12-31 · 10-K+14.1%FY ended 2025-12-31 vs 2024-12-31 · 10-K208,000,000FY ended 2025-12-31, attributable to the company · 10-K1.4%FY ended 2025-12-31
Wayfair Inc. W · Price dated Oct 28, 2026 $114UnavailableNot meaningfulLoss, diluted EPS −2.48
to 2026-06-30 · SEC filing		Unavailable$12.5BFY ended 2025-12-31 · 10-K+5.1%FY ended 2025-12-31 vs 2024-12-31 · 10-K−313,000,000FY ended 2025-12-31, attributable to the company · 10-K0.1%FY ended 2025-12-31
Walmart Inc. WMT · Price dated Oct 28, 2026 · tokenized WMTx $119$942.3B43.0Unavailable$713.2BFY ended 2026-01-31 · 10-K+4.7%FY ended 2026-01-31 vs 2025-01-31 · 10-K21,893,000,000FY ended 2026-01-31, attributable to the company · 10-K4.2%FY ended 2026-01-31

Missing figures stay unavailable. Forward P/E requires a dated source. Annual revenue, revenue growth, net income and margin come from each company's own 10-K, in US dollars, and each row shows that fiscal year. Revenue growth compares the fiscal year with the prior year stated in the same 10-K. Net income is the full year amount attributable to the company, or available to common stockholders where the filing states only that, or consolidated net income. Each row names its basis. Trailing P/E reads "Not meaningful" when the dated trailing diluted EPS is a loss or zero. An operating margin appears only when the filing states both the operating income and the revenue for the same year.

Sources: SEC filings, Gloria daily closes and CoinGecko. Oldest record refresh: Oct 28, 2026, 3:46 PM EDT. Refresh is not a price or filing date. Each row shows its price date and its annual fiscal period. Peers use industry code and company size, or editorial selection. Market cap multiplies that row price by the company share total the latest SEC filing states for every share class together. Trailing P/E divides it by trailing diluted earnings from SEC filings. Rolled earnings per share are approximate because share counts can change between periods. Both appear only when the SEC data carries its date, so they are estimates at one price date, not synchronized filing valuations. Not investment advice.

Token vs underlying stock

Current comparison for AMZN. Historical observations may postdate this article.

AMZNx token unit vs AMZN share · USD

$254.56Oct 28 UTC

-6.7% over displayed period

● AMZNx token┄ AMZN stock: $254.60

Aug 5, 2026: token $272.84 at 20:00 UTC; stock close $272.65 Aug 6, 2026: token $272.13 at 20:00 UTC; stock close $272.26 Aug 7, 2026: token $274.76 at 20:00 UTC; stock close $274.48 Aug 10, 2026: token $277.96 at 20:00 UTC; stock close $278.09 Aug 11, 2026: token $272.21 at 20:00 UTC; stock close $272.27 Aug 12, 2026: token $267.48 at 20:00 UTC; stock close $267.28 Aug 13, 2026: token $265.07 at 20:00 UTC; stock close $265.13 Aug 14, 2026: token $262.81 at 20:00 UTC; stock close $262.65 Aug 17, 2026: token $261.07 at 20:00 UTC; stock close $261.31 Aug 18, 2026: token $259.40 at 20:00 UTC; stock close $259.45 Aug 19, 2026: token $265.80 at 20:00 UTC; stock close $265.84 Aug 20, 2026: token $259.95 at 20:00 UTC; stock close $260.11 Aug 21, 2026: token $258.73 at 20:00 UTC; stock close $258.63 Aug 24, 2026: token $262.28 at 20:00 UTC; stock close $262.07 Aug 25, 2026: token $261.06 at 20:00 UTC; stock close $261.06 Aug 26, 2026: token $260.32 at 20:00 UTC; stock close $260.28 Aug 27, 2026: token $256.30 at 20:00 UTC; stock close $256.26 Aug 28, 2026: token $266.44 at 20:00 UTC; stock close $266.43 Aug 31, 2026: token $259.63 at 20:00 UTC; stock close $259.77 Sep 1, 2026: token $254.64 at 20:00 UTC; stock close $254.92 Sep 2, 2026: token $254.81 at 20:00 UTC; stock close $254.98 Sep 3, 2026: token $258.83 at 20:00 UTC; stock close $258.90 Sep 4, 2026: token $258.34 at 20:00 UTC; stock close $258.51 Sep 8, 2026: token $256.81 at 20:00 UTC; stock close $256.97 Sep 9, 2026: token $252.24 at 20:00 UTC; stock close $252.40 Sep 10, 2026: token $251.61 at 20:00 UTC; stock close $251.89 Sep 11, 2026: token $257.13 at 20:00 UTC; stock close $256.78 Sep 14, 2026: token $253.68 at 20:00 UTC; stock close $253.54 Sep 15, 2026: token $248.35 at 20:00 UTC; stock close $248.42 Sep 16, 2026: token $246.01 at 20:00 UTC; stock close $245.96 Sep 17, 2026: token $251.35 at 20:00 UTC; stock close $251.19 Sep 18, 2026: token $253.69 at 20:00 UTC; stock close $253.71 Sep 21, 2026: token $258.31 at 20:00 UTC; stock close $258.45 Sep 22, 2026: token $255.06 at 20:00 UTC; stock close $254.98 Sep 23, 2026: token $249.39 at 20:00 UTC; stock close $249.27 Sep 24, 2026: token $249.48 at 20:00 UTC; stock close $249.38 Sep 25, 2026: token $249.71 at 20:00 UTC; stock close $249.67 Sep 28, 2026: token $246.30 at 20:00 UTC; stock close $246.15 Sep 29, 2026: token $246.66 at 20:00 UTC; stock close $246.67 Sep 30, 2026: token $249.53 at 20:00 UTC; stock close $249.15 Oct 1, 2026: token $248.17 at 20:00 UTC; stock close $248.23 Oct 2, 2026: token $251.37 at 20:00 UTC; stock close $251.52 Oct 5, 2026: token $251.43 at 20:00 UTC; stock close $251.40 Oct 6, 2026: token $256.28 at 20:00 UTC; stock close $256.29 Oct 7, 2026: token $259.85 at 20:00 UTC; stock close $259.92 Oct 8, 2026: token $254.31 at 20:00 UTC; stock close $254.06 Oct 9, 2026: token $262.35 at 20:00 UTC; stock close $262.43 Oct 12, 2026: token $259.60 at 20:00 UTC; stock close $259.53 Oct 13, 2026: token $258.72 at 20:00 UTC; stock close $258.58 Oct 14, 2026: token $253.89 at 20:00 UTC; stock close $254.08 Oct 15, 2026: token $254.89 at 20:00 UTC; stock close $254.76 Oct 16, 2026: token $250.16 at 20:00 UTC; stock close $250.00 Oct 19, 2026: token $262.52 at 20:00 UTC; stock close $262.45 Oct 20, 2026: token $262.57 at 20:00 UTC; stock close $262.63 Oct 21, 2026: token $262.57 at 20:00 UTC; stock close $262.37 Oct 22, 2026: token $250.30 at 20:00 UTC; stock close $250.38 Oct 23, 2026: token $248.07 at 20:00 UTC; stock close $248.00 Oct 26, 2026: token $248.95 at 20:00 UTC; stock close $249.09 Oct 27, 2026: token $253.41 at 20:00 UTC; stock close $253.10 Oct 28, 2026: token $254.56 at 20:00 UTC; stock close $254.60
Aug 5$245.96 to $278.09Oct 28

Source: CoinGecko + Gloria · Retrieved Oct 28, 20:51 UTC

Methodology and data

Split-adjusted regular-session stock closes from the existing Gloria shared history, paired only with an observed token price within 45 minutes of 16:00 New York time. Up to 60 matched sessions. No interpolation or missing-date fill. Weekends and known early closes are omitted. Token units are not adjusted for issuer multipliers or dividend treatment. This compares quoted prices, not fair value, executable premiums or arbitrage returns. Solid line: token. Dashed line: stock. Exact quote times and values appear below. Historical observations. Retrieval refers to the token source. Token quote times use UTC. The fixed cohort shows its oldest member fetch.

Amazon token vs Amazon stock: exact source values
Date (UTC)Token (USD)Stock close (USD)Token quote (UTC)
2026-08-05272.84272.652026-08-05 20:00
2026-08-06272.13272.262026-08-06 20:00
2026-08-07274.76274.482026-08-07 20:00
2026-08-10277.96278.092026-08-10 20:00
2026-08-11272.21272.272026-08-11 20:00
2026-08-12267.48267.282026-08-12 20:00
2026-08-13265.07265.132026-08-13 20:00
2026-08-14262.81262.652026-08-14 20:00
2026-08-17261.07261.312026-08-17 20:00
2026-08-18259.40259.452026-08-18 20:00
2026-08-19265.80265.842026-08-19 20:00
2026-08-20259.95260.112026-08-20 20:00
2026-08-21258.73258.632026-08-21 20:00
2026-08-24262.28262.072026-08-24 20:00
2026-08-25261.06261.062026-08-25 20:00
2026-08-26260.32260.282026-08-26 20:00
2026-08-27256.30256.262026-08-27 20:00
2026-08-28266.44266.432026-08-28 20:00
2026-08-31259.63259.772026-08-31 20:00
2026-09-01254.64254.922026-09-01 20:00
2026-09-02254.81254.982026-09-02 20:00
2026-09-03258.83258.902026-09-03 20:00
2026-09-04258.34258.512026-09-04 20:00
2026-09-08256.81256.972026-09-08 20:00
2026-09-09252.24252.402026-09-09 20:00
2026-09-10251.61251.892026-09-10 20:00
2026-09-11257.13256.782026-09-11 20:00
2026-09-14253.68253.542026-09-14 20:00
2026-09-15248.35248.422026-09-15 20:00
2026-09-16246.01245.962026-09-16 20:00
2026-09-17251.35251.192026-09-17 20:00
2026-09-18253.69253.712026-09-18 20:00
2026-09-21258.31258.452026-09-21 20:00
2026-09-22255.06254.982026-09-22 20:00
2026-09-23249.39249.272026-09-23 20:00
2026-09-24249.48249.382026-09-24 20:00
2026-09-25249.71249.672026-09-25 20:00
2026-09-28246.30246.152026-09-28 20:00
2026-09-29246.66246.672026-09-29 20:00
2026-09-30249.53249.152026-09-30 20:00
2026-10-01248.17248.232026-10-01 20:00
2026-10-02251.37251.522026-10-02 20:00
2026-10-05251.43251.402026-10-05 20:00
2026-10-06256.28256.292026-10-06 20:00
2026-10-07259.85259.922026-10-07 20:00
2026-10-08254.31254.062026-10-08 20:00
2026-10-09262.35262.432026-10-09 20:00
2026-10-12259.60259.532026-10-12 20:00
2026-10-13258.72258.582026-10-13 20:00
2026-10-14253.89254.082026-10-14 20:00
2026-10-15254.89254.762026-10-15 20:00
2026-10-16250.16250.002026-10-16 20:00
2026-10-19262.52262.452026-10-19 20:00
2026-10-20262.57262.632026-10-20 20:00
2026-10-21262.57262.372026-10-21 20:00
2026-10-22250.30250.382026-10-22 20:00
2026-10-23248.07248.002026-10-23 20:00
2026-10-26248.95249.092026-10-26 20:00
2026-10-27253.41253.102026-10-27 20:00
2026-10-28254.56254.602026-10-28 20:00

Stock history: Gloria · Retrieved Oct 29, 00:31 UTC. Token history: CoinGecko AMZNx.

Quoted token and share units can have different rights, multipliers and dividend treatment. This is not an executable premium or arbitrage signal.

Amazon has spent the better part of two years watching OpenAI and Anthropic dominate the conversation around frontier AI models. Now the company is betting that a leadership shakeup, billions in investment commitments, and a unified AI organization can close that gap faster than most observers expect.

A new captain for the AI ship

Rohit Prasad, who previously led the company’s AI efforts, departed Amazon by the end of 2025. In his place, Peter DeSantis now heads a newly unified AI organization designed to eliminate the silos that had slowed Amazon’s progress.

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DeSantis’s mandate encompasses both the software and hardware sides of the equation. That includes Amazon’s custom chip efforts, specifically Trainium for training AI models and Inferentia for running inference workloads.

The Anthropic bet keeps getting bigger

Amazon’s investment in Anthropic started at $1.25 billion. That initial check has since ballooned into a commitment that could reach as high as $25 billion, making it one of the largest corporate bets on a single AI company in history.

Anthropic’s valuation has reflected this dynamic. The company reportedly achieved a pre-money valuation of roughly $900 billion, a figure that in some assessments has surpassed OpenAI’s estimated valuation.

Flirting with the competition

Amazon has reportedly been in discussions with OpenAI about potentially substantial commercial partnerships. The estimated investment figures discussed exceed $10 billion, with the goal of integrating OpenAI’s models into AWS Bedrock, Amazon’s managed service for accessing various AI models.

CEO Andy Jassy has also been actively engaged in discussions with US officials regarding AI security matters involving Anthropic.

Disclosure: This article was edited by Editorial Team. For more information on how we create and review content, see our Editorial Policy.

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