Amazon Commits $12B to Louisiana Data Centers and $50B OpenAI Investment
Amazon plans a $12B data center buildout in northwest Louisiana to create 540 full-time positions and gained 46 hedge fund holders in Q4 2025. It also committed $50B to a $110B OpenAI round—expanding an exclusive AWS partnership to about $140B—while Wells Fargo cut its price target to $304.
1. Hedge Fund Momentum and CapEx Guidance
Amazon added 46 hedge fund holders during Q4 2025 and raised its 2026 capital expenditure outlook to $200 billion from $131 billion in 2025, signaling aggressive expansion in its core cloud and retail businesses.
2. Northwest Louisiana Data Center Expansion
The company will invest $12 billion in building data center campuses in northwest Louisiana, creating 540 full-time roles and additional positions for electricians, HVAC technicians and other support staff to bolster AWS's infrastructure capacity.
3. Expanded OpenAI Partnership and Funding Commitment
Amazon committed $50 billion to a $110 billion private funding round for OpenAI, valuing the AI developer at $730 billion, while expanding their exclusive cloud partnership to approach a $140 billion collaboration aimed at scaling AI-driven services on AWS.