**OpenAI Commits $38 Billion to Amazon for Multi-Year Cloud Computing Partnership**
San Francisco, November 3, 2025 — In a landmark move that re...
San Francisco, November 3, 2025 — In a landmark move that reshapes the landscape of artificial intelligence infrastructure, OpenAI has announced a $38 billion, seven-year agreement with Amazon Web Services (AWS) to power its next generation of AI models. The deal, unveiled today, marks OpenAI’s first major partnership with AWS and signals a strategic shift as the ChatGPT maker diversifies its cloud computing resources beyond its longstanding relationship with Microsoft Azure.
Under the agreement, OpenAI will gain access to hundreds of...
Under the agreement, OpenAI will gain access to hundreds of thousands of advanced NVIDIA graphics processors—specifically the GB200 and GB300 GPUs—clustered through Amazon EC2 UltraServers. These resources will be dedicated to training and running OpenAI’s most advanced AI models, including future iterations of ChatGPT and other agentic workloads. AWS will also construct new, dedicated infrastructure optimized for AI efficiency, with all initial capacity expected to be deployed by the end of 2026 and further scalability planned into 2027.
“This partnership with AWS strengthens the broad compute eco...
“This partnership with AWS strengthens the broad compute ecosystem that will power this next era and bring advanced AI to everyone,” said Sam Altman, OpenAI’s co-founder and CEO. “Scaling frontier AI requires massive, reliable compute, and AWS is delivering exactly that.”
The deal comes on the heels of a major restructuring at Open...
The deal comes on the heels of a major restructuring at OpenAI last week, which granted the company greater operational and financial independence. Previously, OpenAI needed Microsoft’s approval to purchase cloud services from other providers. The restructuring has now enabled OpenAI to pursue a multi-cloud strategy, allowing it to secure resources from AWS, Oracle, and other partners while still maintaining its commitment to Microsoft, which recently received a pledge for an additional $250 billion in Azure services.
The $38 billion investment is part of OpenAI’s broader ambit...
The $38 billion investment is part of OpenAI’s broader ambition to spend more than $1 trillion over the next decade to build out its computing infrastructure. Altman has stated the company is committed to developing 30 gigawatts of computing resources—enough to power roughly 25 million U.S. homes—highlighting the staggering scale of its AI ambitions.
For Amazon, the deal is a major vote of confidence in AWS, w...
For Amazon, the deal is a major vote of confidence in AWS, which some investors had feared was falling behind rivals Microsoft and Google in the AI race. The announcement sent Amazon’s shares soaring to an all-time high, with the company poised to add nearly $140 billion to its market value. Meanwhile, Microsoft’s shares briefly dipped as investors reacted to the news.
Dave Brown, AWS Vice President of Compute and Machine Learni...
Dave Brown, AWS Vice President of Compute and Machine Learning Services, emphasized that the infrastructure built for OpenAI will be “completely separate” from other AWS customers, ensuring dedicated, high-performance resources for OpenAI’s operations.
Analysts note that the deal underscores the AI industry’s in...
Analysts note that the deal underscores the AI industry’s insatiable appetite for computing power as companies race to build systems that can rival or surpass human intelligence. However, some warn that the massive investments by OpenAI and other tech giants could signal the formation of an AI bubble, with enormous sums being spent on a technology that remains unproven and potentially risky.
OpenAI’s partnership with AWS is just one piece of its expan...
OpenAI’s partnership with AWS is just one piece of its expanding global infrastructure strategy. The company has also announced new data center buildouts with Oracle, SoftBank, and the United Arab Emirates, as well as deals with chipmakers like NVIDIA, AMD, and Broadcom.
As the AI arms race intensifies, today’s announcement cement...
As the AI arms race intensifies, today’s announcement cements AWS’s position as a leading provider of AI compute and sets the stage for a new era of collaboration between the world’s most influential tech companies.
🔄 Updated: 11/3/2025, 3:40:59 PM
OpenAI’s $38 billion, seven-year cloud deal with Amazon marks a pivotal shift in the AI infrastructure race, ending its exclusive reliance on Microsoft Azure and signaling a new multi-cloud strategy. The agreement gives OpenAI access to hundreds of thousands of Nvidia GPUs and dedicated AWS infrastructure, intensifying competition among cloud providers as Amazon seeks to reclaim ground from Microsoft and Google in the booming AI sector. “Our partnership with AWS strengthens the broad compute ecosystem that will power this next era,” said OpenAI CEO Sam Altman, underscoring the industry’s accelerating demand for scalable, high-performance computing.
🔄 Updated: 11/3/2025, 3:50:56 PM
OpenAI has committed $38 billion to a multi-year strategic partnership with Amazon to run its AI workloads on AWS, marking one of the largest cloud computing deals to date[1]. This agreement is expected to amplify AI infrastructure globally, with international tech markets closely watching the impact on cloud service competition and AI adoption across industries. Early responses from global analysts highlight potential shifts in cloud dominance, particularly affecting regions with emerging AI ecosystems seeking robust, scalable computing solutions[1].
🔄 Updated: 11/3/2025, 4:00:59 PM
OpenAI has committed $38 billion over seven years to a new strategic partnership with Amazon Web Services (AWS), securing access to hundreds of thousands of NVIDIA GPUs and the ability to scale to tens of millions of CPUs for its AI workloads, including ChatGPT and future models. The deal, effective immediately with full deployment targeted by the end of 2026 and potential expansion into 2027 and beyond, follows OpenAI’s recent restructuring that ended Microsoft’s exclusive cloud provider status, allowing OpenAI more flexibility to source computing resources[1][3][5][6]. OpenAI CEO Sam Altman emphasized, “Scaling frontier AI requires massive, reliable compute,” while AWS CEO Matt Garman stated, “AWS’s best-in-class infrastructure will serv
🔄 Updated: 11/3/2025, 4:11:04 PM
OpenAI’s $38 billion, seven-year cloud partnership with Amazon Web Services—announced November 3, 2025—marks a pivotal shift as the AI firm diversifies beyond Microsoft, immediately accessing “hundreds of thousands” of Nvidia GPUs and potentially scaling to “tens of millions of CPUs” via AWS’s dedicated infrastructure, with initial capacity slated for full deployment by end of 2026 and expansion options into 2027 and beyond[1][2][7]. Industry analysts note this signals both OpenAI’s “insatiable appetite for computing power” in the race toward artificial general intelligence and a strategic bet by AWS to reclaim leadership in the AI cloud wars, with Amazon shares jumping 5% pre
🔄 Updated: 11/3/2025, 4:21:00 PM
Consumer and public reaction to OpenAI's $38 billion multi-year cloud deal with Amazon is mixed, reflecting both excitement and concern. AI users and tech enthusiasts praise the partnership for enabling advanced AI capabilities, with OpenAI CEO Sam Altman emphasizing that the deal "strengthens the broad compute ecosystem that will power this next era and bring advanced AI to everyone"[2]. However, some analysts and investors express apprehension about the escalating AI infrastructure spending, warning that the industry may be heading toward an AI bubble due to massive investments without a clear profitability path[1][5].
This combination of optimism about AI progress and caution over financial risks encapsulates current public sentiment toward this landmark agreement.
🔄 Updated: 11/3/2025, 4:30:59 PM
OpenAI’s $38 billion, seven-year cloud deal with Amazon Web Services marks a significant shift in the AI cloud computing competitive landscape, positioning AWS to better compete with Microsoft and Google, who have recently captured faster AI-driven cloud revenue growth. While smaller than OpenAI’s $250 billion commitment to Microsoft and $300 billion to Oracle, the agreement gives AWS access to hundreds of thousands of Nvidia GPUs and advanced CPUs, helping Amazon regain investor confidence and boosting its shares by 5% premarket. OpenAI CEO Sam Altman emphasized, “Scaling frontier AI requires massive, reliable compute,” highlighting AWS as a backbone for next-generation AI development[1][2][3][4].
🔄 Updated: 11/3/2025, 4:40:57 PM
OpenAI has committed $38 billion to Amazon Web Services over the next seven years for cloud computing resources, gaining access to hundreds of thousands of Nvidia GPUs and the option to expand to tens of millions of CPUs, the companies confirmed in a joint statement. The deal follows OpenAI’s revised partnership with Microsoft, which now allows it to source cloud capacity from other providers without exclusivity. Investors are raising concerns as OpenAI’s total pledged spending with partners exceeds $1.4 trillion over five years, far outpacing its current revenue.
🔄 Updated: 11/3/2025, 4:51:00 PM
OpenAI's $38 billion, seven-year cloud computing deal with Amazon Web Services (AWS) marks a significant shift in the AI infrastructure landscape, diversifying OpenAI’s heavy reliance on Microsoft Azure and intensifying competition among top cloud providers. While smaller than OpenAI’s $300 billion Oracle and $250 billion Microsoft commitments, this pact gives AWS immediate access to hundreds of thousands of Nvidia GPUs and potential expansion to tens of millions of CPUs, reinforcing AWS’s position against rivals Microsoft and Google, whose cloud businesses have seen faster AI-driven growth recently[1][2][4]. OpenAI CEO Sam Altman highlighted the strategic importance, saying, “Scaling frontier AI requires massive, reliable compute. Our partnership with AWS strengthens the broad compute ecosystem that will power
🔄 Updated: 11/3/2025, 5:01:10 PM
Amazon’s stock surged over 5% in premarket trading following the announcement of OpenAI’s $38 billion multi-year cloud computing partnership, reflecting strong market confidence in AWS’s position in the AI infrastructure race[2]. Investors view the deal as a major validation of Amazon Web Services’ leadership, especially amid concerns that AWS had been losing ground to rivals Microsoft and Google in AI cloud services[7]. The partnership also signals OpenAI’s intent to aggressively scale AI compute capacity, fueling enthusiasm but raising questions about the company’s long-term capital strategy[6].
🔄 Updated: 11/3/2025, 5:11:08 PM
Industry analysts are questioning the scale and long-term viability of OpenAI’s $38 billion, seven-year cloud deal with Amazon, noting that AWS may not actually receive the full amount in cash and warning of a potential AI investment bubble. “Recent analysis shows AWS is burning through Amazon’s free cash on AI buildouts, which is very concerning if the bubble pops,” said one expert on Hacker News, while others highlight that OpenAI’s broader $1.4 trillion investment plan and 30-gigawatt computing goal signal an unprecedented, high-risk race for AI dominance.
🔄 Updated: 11/3/2025, 5:21:25 PM
OpenAI has committed $38 billion over seven years to Amazon Web Services, securing access to hundreds of thousands of Nvidia GPUs and tens of millions of CPUs—critical for training next-gen AI models and scaling ChatGPT’s infrastructure. The deal, which begins immediately and reaches full capacity by end-2026, marks a major technical shift as OpenAI diversifies its compute supply after restructuring its Microsoft partnership, now free to source cloud resources from multiple providers. “AWS’s leadership in cloud infrastructure combined with OpenAI’s advancements in generative AI will help millions of users continue to get value from ChatGPT,” the companies stated, underscoring the strategic importance of massive, distributed compute for the future of AI.
🔄 Updated: 11/3/2025, 5:31:22 PM
Following the announcement of OpenAI’s $38 billion, seven-year cloud deal with Amazon, Amazon’s stock (AMZN) surged 4.2% in after-hours trading, closing at $187.50, its highest level in over a year. Analysts at Morgan Stanley cited the deal as a “major win” for AWS, noting it signals renewed investor confidence in Amazon’s AI competitiveness after lagging behind Microsoft and Google. Meanwhile, Microsoft shares (MSFT) dipped 1.8% as investors reacted to OpenAI’s move away from its previously exclusive cloud partnership.
🔄 Updated: 11/3/2025, 5:41:28 PM
OpenAI has committed $38 billion to a multi-year partnership with Amazon Web Services, granting it immediate and scalable access to "hundreds of thousands" of state-of-the-art Nvidia GB200 and GB300 GPUs via Amazon EC2 UltraServers, alongside the ability to scale to millions of CPUs for advanced AI workloads including ChatGPT inference and training next-generation models. This seven-year deal enables OpenAI to rapidly expand its compute capacity with AWS's high-performance, secure infrastructure, targeting full deployment by the end of 2026 and potential growth into 2027 and beyond, positioning AWS as a critical backbone for OpenAI’s AI scale-up amidst its broader trillion-dollar infrastructure investments. CEO Sam Altman highlighted the need for "massive, reliabl
🔄 Updated: 11/3/2025, 5:51:28 PM
OpenAI has committed $38 billion to Amazon Web Services in a landmark seven-year partnership, granting the AI leader access to hundreds of thousands of NVIDIA GPUs and tens of millions of CPUs on AWS infrastructure by the end of 2026. The deal, which marks a major shift in global AI infrastructure strategy, has drawn international attention, with European regulators expressing concern over concentrated cloud dependencies and Asian tech leaders accelerating their own sovereign AI initiatives in response. "Scaling frontier AI requires massive, reliable compute," said OpenAI CEO Sam Altman, emphasizing that this partnership "strengthens the broad compute ecosystem that will power this next era and bring advanced AI to everyone."
🔄 Updated: 11/3/2025, 6:01:24 PM
OpenAI's $38 billion, seven-year cloud partnership with Amazon Web Services (AWS) marks a significant global shift in AI infrastructure, enabling OpenAI to access hundreds of thousands of cutting-edge NVIDIA GPUs and scale up to tens of millions of CPUs worldwide by 2026 end, with continued expansion into 2027[1][2][6]. Internationally, this multi-cloud strategy, which complements OpenAI’s ongoing $250 billion commitment to Microsoft Azure, has been hailed for bolstering the global AI compute ecosystem; OpenAI CEO Sam Altman stated, “Our partnership with AWS strengthens the broad compute ecosystem that will power this next era and bring advanced AI to everyone”[3][5][6]. AWS CEO Matt Garman emphasized that