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Amazon10-Q: AI investment

Amazon enters equity commitment agreement with OpenAI as of February 2026

What happened

Amazon has formalized a strategic investment in OpenAI Group PBC, indicating a significant commitment to integrating and leveraging advanced AI models. This partnership will drive demand for AI infrastructure, data governance, and specialized software to manage and scale these new capabilities.

Source

SEC EDGARApr 29, 2026

Quarterly report (Form 10-Q)

Amazon 10-Q

Filing excerpt

Equity Commitment Letter Agreement dated as of February 27, 2026, by and between OpenAI Group PBC and Amazon.com NV Investment Holdings LLC, and solely as guarantor, Amazon.com, Inc. (incorporated by reference to the Company’s Current Report on Form 8-K, filed February 27, 2026).

sec.gov/Archives/edgar/data/1018724/000101872426000014/amzn-20260331.htmRead the full source

Other signals in this filing (9)

Extracted by Autobound

From the Signal API record
Signal
10-Q: AI investment

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end
03/31
Filed
Apr 29, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Details

CIK
1018724
Accession number
0001018724-26-000014
Timeframe
Current year
Filing year
2026
Fiscal year
0
Why it matters
Target for AI vendors
Signal category
Technology

Topics and mentions

Technologies

  • AI

Vendors

  • OpenAI Group PBC

Extraction

Confidence
High
Relevance
100%
Sentiment
Positive
Detected
May 5, 2026
signal_type
sec-10q
signal_subtype
aiInvestment

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/fbd1db82-1e8c-4351-bd4e-ceffc54bd16d returns this record as JSON. POST /v1/companies/enrich returns every signal for amazon.com.

{
  "signal_id": "fbd1db82-1e8c-4351-bd4e-ceffc54bd16d",
  "signal_type": "sec-10q",
  "signal_subtype": "aiInvestment",
  "detected_at": "2026-05-05T08:48:22.326+00:00",
  "company": {
    "name": "Amazon",
    "domain": "amazon.com"
  },
  "data": {
    "detail": "Amazon has formalized a strategic investment in OpenAI Group PBC, indicating a significant commitment to integrating and leveraging advanced AI models. This partnership will drive demand for AI infrastructure, data governance, and specialized software to manage and scale these new capabilities.",
    "metrics": {
      "timeframe": "current_year"
    },
    "summary": "Amazon enters equity commitment agreement with OpenAI as of February 2026",
    "excerpts": "Equity Commitment Letter Agreement dated as of February 27, 2026, by and between OpenAI Group PBC and Amazon.com NV Investment Holdings LLC, and solely as guarantor, Amazon.com, Inc. (incorporated by reference to the Company’s Current Report on Form 8-K, filed February 27, 2026).",
    "relevance": 1,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1018724/000101872426000014/amzn-20260331.htm",
    "filing_date": "2026-04-29",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "03/31",
    "sales_relevance": "Target for AI vendors",
    "signal_category": "technology",
    "vendors_mentioned": [
      "OpenAI Group PBC"
    ],
    "technologies_mentioned": [
      "AI"
    ]
  }
}

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