Overview
- OpenAI will use AWS to access hundreds of thousands of Nvidia GB200 and GB300 accelerators in custom UltraServer clusters, with targeted capacity online by the end of 2026.
- Amazon said the setup can expand to tens of millions of CPUs to scale agentic workloads as OpenAI trains next‑generation models and serves ChatGPT and Sora.
- The agreement is OpenAI’s first major cloud contract after removing Microsoft’s right of first refusal, enabling broader supplier deals.
- Amazon shares rose roughly 5% to a record after the announcement, while Microsoft shares dipped briefly as investors reassessed hyperscaler positioning.
- The deal adds to OpenAI’s extensive commitments, including a reported $300 billion Oracle contract, multi‑billion CoreWeave and Microsoft arrangements, and has intensified questions about circular financing and the sustainability of AI infrastructure spending.