Overview
- OpenAI began running workloads on AWS immediately, with all contracted capacity slated to be online before the end of 2026.
- The deployment uses Amazon EC2 UltraServers with hundreds of thousands of Nvidia GB200 and GB300 GPUs and can scale to tens of millions of CPUs.
- The agreement includes an option to expand capacity starting in 2027.
- Amazon shares rose about 4% to a record close after the announcement, reinforcing investor enthusiasm for AI infrastructure suppliers.
- The move ends Microsoft’s exclusive cloud‑provider status for OpenAI and underscores Nvidia’s continued dominance in AI training hardware.