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5h ago

OpenAI Strikes $38 Billion, Seven-Year Cloud Deal With AWS for Nvidia GPU Capacity

The agreement formalizes OpenAI’s shift to a multi‑cloud strategy beyond Microsoft following a corporate restructuring.

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Overview

  • OpenAI gains immediate access to AWS infrastructure, with full deployment targeted before the end of 2026 and expansion options from 2027.
  • AWS will provision hundreds of thousands of Nvidia GB200 and GB300 GPUs on Amazon EC2 UltraServer clusters in U.S. data centers.
  • The capacity will support training of next‑generation models and operation of ChatGPT for hundreds of millions of weekly users.
  • OpenAI will rely on Nvidia accelerators rather than AWS’s Trainium chips under this pact.
  • The deal follows disclosures of roughly $1.4 trillion in broader infrastructure commitments requiring about 30 GW of power, and it coincided with stock gains for Amazon and Nvidia.