OpenAI Signs $38 Billion Cloud Deal with Amazon Web Services

OpenAI has signed a seven-year, $38 billion agreement with Amazon Web Services to run its advanced AI workloads, announced in a press release. The partnership gives OpenAI immediate access to AWS's infrastructure, including hundreds of thousands of NVIDIA GPUs, and the capability to scale to tens of millions of CPUs by 2026, with room to expand further in 2027 and beyond.

Under the deal, AWS will provide OpenAI with Amazon EC2 UltraServers designed for large-scale AI processing. These clusters connect NVIDIA GB200 and GB300 accelerators on a single network to support both inference for ChatGPT and training of next-generation models. AWS said the infrastructure is optimized for performance and reliability across OpenAI’s evolving needs.

OpenAI CEO Sam Altman said the partnership strengthens the compute ecosystem required to scale frontier AI systems. AWS CEO Matt Garman stated that the company’s infrastructure will serve as a backbone for OpenAI’s workloads. The companies have previously collaborated to make OpenAI’s models available through Amazon Bedrock.

The agreement follows OpenAI’s recent restructuring, which allows it to source cloud services beyond Microsoft Corporation, and aligns with its broader push to expand global computing capacity through partnerships with major cloud and chip providers.