Overview
- OpenAI will tap AWS EC2 UltraServers with hundreds of thousands of Nvidia GPUs and the ability to scale to millions of CPUs for training and inference.
- All contracted capacity is slated to be online before the end of 2026, with the option to expand usage into 2027 and beyond, and the company begins using AWS immediately.
- The agreement reflects a shift to a multi-cloud strategy after OpenAI reworked its Microsoft arrangement to remove prior approval requirements for outside cloud contracts.
- Amazon shares hit record highs following the announcement and analysts said the win could strengthen AWS’s backlog as it competes with Azure and Google Cloud.
- Industry leaders warned that soaring AI capital outlays could outpace near-term revenues, even as OpenAI has announced roughly $1 trillion in broader infrastructure commitments.