Overview
- OpenAI and Amazon Web Services signed a multiyear alliance valued at about $38 billion for AWS to provide large-scale compute over a seven-year term.
- OpenAI gains immediate access to AWS capacity, with the agreed deployment slated to be completed before the end of 2026 and optional expansion in 2027 and beyond.
- AWS will supply and network hundreds of thousands of Nvidia GPUs, including GB200 and GB300, via Amazon EC2 UltraServers to power both model training and real-time inference.
- Investors cheered the announcement as Amazon shares rose roughly 5% and Nvidia also gained following the deal.
- The agreement reduces OpenAI’s prior Microsoft-only reliance even as Microsoft remains a major backer, and it intensifies scrutiny of OpenAI’s reported $1.4 trillion infrastructure commitments and energy needs estimated near 30 GW.