Investors Should Buy the Stocks of These 3 OpenAI Partners Regardless of What Happens to OpenAI

Numerous tech stocks plunged aft OpenAI reportedly missed its ain gross targets. As a institution that is presently private, it is not legally required to publically disclose its financials.

Nonetheless, contempt a caller $122 cardinal fundraising round, indications that OpenAI is falling abbreviated of its ain fiscal benchmarks rise questions astir its future, and investors' views connected immoderate of its cardinal partners person suffered arsenic a result.

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However, these OpenAI partners person divers gross bases. While it mightiness beryllium a setback for them if OpenAI did not wholly fulfill the presumption of its contracts, these unreality computing companies could inactive prosper.

1. Amazon

Investors cognize Amazon (NASDAQ: AMZN) arsenic a divers business. As an e-commerce and unreality computing pioneer, it has amassed 1 of the astir coagulated equilibrium sheets successful the tech industry, and it boasts a divers acceptable of clients successful its AWS unreality business.

AWS made a $50 cardinal concern successful OpenAI. This started with a $15 cardinal archetypal investment, which grants AWS entree to OpenAI's models done Amazon Bedrock. In return, OpenAI has inked a $138 cardinal multiyear woody to lease astir 2 gigawatts worthy of Amazon's Trainum chips for its AI workloads.

Nonetheless, investors should retrieve that Amazon is simply a $2.8 trillion institution with $127 cardinal successful liquidity. Despite pledging $200 cardinal successful superior expenditures (capex) for 2026, the institution continues to make affirmative escaped currency flow, indicating it tin spend specified investments. Thus, should the OpenAI woody autumn through, it is apt investors would hardly notice.

Also, Amazon's show appears solid. Across its enterprises, Amazon's nett income roseate by 12% to $717 cardinal successful 2025. AWS, which accounts for $129 cardinal of that revenue, reported a 20% gross increase. Additionally, Amazon's banal has surged successful April, and it is up by 30% from its March low. Although its P/E ratio is present 36, that is debased capable that the stock terms increases could continue.

2. CoreWeave

In percent terms, Amazon's unreality rival CoreWeave (NASDAQ: CRWV) relies much heavy connected OpenAI. The company, which has scaled rapidly arsenic an artificial quality (AI)-specific unreality provider, has $22.4 cardinal successful agreements with OpenAI, accounting for astir one-third of its $66.8 cardinal backlog arsenic of the extremity of 2025.