OpenAI just secured a seven-year, $38B agreement with Amazon Web Services for computing infrastructure, marking the company’s largest diversification away from Microsoft’s cloud services.
The Details & Why It Matters
OpenAI just secured a seven-year, $38B agreement with Amazon Web Services for computing infrastructure, marking the company’s largest diversification away from Microsoft’s cloud services.
The details:
- The partnership grants OAI access to hundreds of thousands of Nvidia GPUs across AWS data centers, with deployment targeted for late 2026 completion.
- The compute will support everything from powering ChatGPT's live interactions to developing upcoming models, with flexible scaling built into the contract.
- Last week's contract renegotiation with Microsoft removed exclusivity requirements, allowing OAI to purchase capacity from other providers.
- The AWS agreement is part of OAI's broader $1.4T infrastructure buildout plan that includes partnerships with Oracle, Google, Nvidia, and Broadcom.
Why it matters:
OpenAI continues to scale its already-staggering compute commitments, with yet another giant deal coming at a time when many continue to question the sustainability of spending given the AI leader’s revenue. But CEO Sam Altman had a quick answer for the skeptics — feel free to sell your shares.
