Overview
- OpenAI will begin running workloads on AWS immediately with targeted capacity online by the end of 2026 and expansion optional in 2027 and beyond.
- The agreement grants access to hundreds of thousands of Nvidia GPUs, including GB200 and GB300 accelerators hosted on AWS EC2 UltraServers.
- Amazon shares rose roughly 5% after the announcement, with the stock hitting record highs on the day.
- The deal follows the end of Microsoft’s first‑refusal rights on OpenAI’s cloud contracts, though OpenAI also reaffirmed a large Azure commitment including an additional $250 billion purchase.
- Analysts highlight mounting AI infrastructure spending by hyperscalers and growing investor scrutiny of returns as large, long‑dated compute commitments accelerate.