Overview
- AWS will provide access to hundreds of thousands of Nvidia GB200 and GB300 GPUs, with OpenAI beginning to use AWS immediately.
- All purchased capacity is targeted to be in place before the end of 2026, with options to expand usage into 2027 and beyond.
- Amazon shares rose roughly 4%–5% to record highs after the announcement, reflecting renewed confidence in AWS’s AI pipeline.
- Coverage indicates AWS will build or expand data centers for OpenAI workloads and that Nvidia hardware remains the core stack over in‑house alternatives.
- The pact joins a reported 2025 infrastructure spree exceeding $1 trillion across multiple vendors, prompting scrutiny over costs, power demand and deployment risk.