OpenAI and Amazon Web Services announced a strategic, multi-year agreement valued at roughly $38 billion that supplies OpenAI with massive EC2 UltraServer capacity including hundreds of thousands of NVIDIA GPUs to train and run advanced models.
The deal accelerates OpenAI’s ability to scale agentic and multimodal workloads, diversifies its cloud footprint beyond previous heavy Azure usage, and signals a major vote of confidence in AWS’s capacity and performance.
Markets reacted positively for AWS/Amazon; analysts note the move pushes compute costs and contractual obligations far into the future, raising long-term financing questions for OpenAI.
