OpenAI has signed a landmark $38 billion agreement with Amazon Web Services (AWS) to secure the immense computing power required to train and deploy its next generation of artificial intelligence systems — marking one of the biggest technology infrastructure deals ever struck.
The partnership, announced this week, will give the maker of ChatGPT access to vast fleets of graphics processors — including hundreds of thousands of Nvidia chips — hosted within Amazon’s cloud network. OpenAI will begin using AWS infrastructure immediately, with full deployment expected by the end of 2026 and room to expand further beyond 2027.
The move represents a significant shift for OpenAI, which until now has relied heavily on Microsoft’s Azure platform to power its models. The deal also underscores the intensifying race among cloud giants to dominate the lucrative AI infrastructure market. Following the announcement, Amazon shares surged to a record high, briefly valuing the company at more than $2.74 trillion, as investors hailed the agreement as a strong endorsement of AWS’s capabilities.
Sam Altman, OpenAI’s chief executive, said the partnership was critical to scaling what he called “frontier AI”. “Scaling frontier AI requires massive, reliable compute,” he said. “Our partnership with AWS strengthens the broad compute ecosystem that will power this next era and bring advanced AI to everyone.”
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