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18h ago

AWS Signs $38 Billion, Seven-Year Cloud Deal to Supply OpenAI With Nvidia GPUs

The seven-year pact secures scarce Nvidia GPU capacity to give OpenAI a defined ramp to full delivery by late 2026.

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Overview

  • OpenAI is beginning to run workloads on AWS immediately under the contract reported today.
  • AWS will provide access to hundreds of thousands of Nvidia accelerators, including GB200 and GB300 chips, built into dedicated clusters.
  • The compute will power ChatGPT’s day-to-day operations and the training of next-generation AI models.
  • The companies target completion of the contracted capacity rollout by the end of 2026.
  • Shares of Amazon rose about 5% in early U.S. trading as Nvidia gained roughly 2.7–2.8% after the announcement, according to the reports.