OpenAI has signed a seven-year, $38 billion cloud-computing agreement with Amazon Web Services (AWS) — a major expansion of its infrastructure base following a restructuring that loosened its financial ties to Microsoft. The deal gives the ChatGPT maker access to hundreds of thousands of Nvidia processors hosted on AWS to train and run its next generation of artificial-intelligence models.
ICYMI, news from Monday US time.
Under the agreement, all capacity will be online by end-2026, with potential to expand further beyond 2027.
Amazon will deploy Nvidia GB200 and GB300 AI accelerators in purpose-built data clusters to handle ChatGPT’s training and inference workloads.
The tie-up marks a significant boost for Amazon’s cloud business.
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The OpenAI–AWS deal reinforces investor optimism in Amazon’s AI capabilities and highlights the escalating capital intensity of the AI sector. The pact may lift sentiment toward cloud and chip stocks — particularly Nvidia — while sharpening competition across Big Tech’s AI ecosystems.
