Overview
- The seven-year pact gives OpenAI immediate access to AWS data centers running hundreds of thousands of Nvidia GPUs, including GB200 and GB300 accelerators.
- AWS will deploy clustered capacity for training and inference with all targeted resources online by the end of 2026 and optional expansion into 2027.
- Amazon shares rose roughly 5–6% after the announcement as investors welcomed the boost to AWS’s AI pipeline.
- The move extends OpenAI’s vendor diversification, alongside multibillion agreements with Oracle (about $300 billion), CoreWeave (over $22 billion), and continued commitments to Microsoft Azure.
- The scale adds to scrutiny of OpenAI’s plan to invest about $1.4 trillion to build around 30 gigawatts of compute, with analysts questioning financing and long‑term sustainability versus current revenues.