OpenAI Signs $38B AWS Deal To Scale Advanced AI Computing

OpenAI has entered a landmark $38 billion multi-year partnership with Amazon Web Services (AWS) to access hundreds of thousands of NVIDIA GPUs and scale its AI computing capacity significantly. This deal marks a strategic shift from OpenAI's previous exclusive cloud partnership with Microsoft, allowing it to diversify its infrastructure providers and scale rapidly through AWS's state-of-the-art infrastructure, including EC2 UltraServers optimized for real-time inference and training of next-generation AI models. The partnership is expected to be fully deployed by the end of 2026, with potential expansion into 2027 and beyond, reflecting OpenAI's commitment to massive, reliable compute power to advance AI technology for broad use. AWS emphasizes its expertise in securely managing large-scale AI workloads, while OpenAI plans extensive data center expansions in collaboration with partners such as Oracle to support this growth. Additionally, OpenAI maintains substantial computing agreements with Microsoft and other providers, underscoring the competitive and expansive nature of the AI infrastructure race involving major technology companies. This multi-cloud approach aims to support the next era of AI innovation and positions AWS as a critical backbone for OpenAI's increasing AI ambitions.