AWS and OpenAI Announce $38 Billion AI Partnership

On November 3, Amazon Web Services (AWS) and OpenAI announced a multi-year strategic partnership worth $38 billion, marking one of the largest infrastructure collaborations in the AI industry. Under the agreement, AWS will immediately provide cutting-edge computing resources to power and scale OpenAI's core artificial intelligence workloads. Following the announcement, Amazon's stock rose 4% during U.S. trading that day.

Over the next seven years, this partnership will expand as OpenAI leverages AWS's massive computing infrastructure, including hundreds of thousands of advanced NVIDIA GPUs and tens of millions of CPUs, to accelerate its AI agents and model workloads. AWS's proven expertise in secure, large-scale AI operations—with clusters exceeding 500,000 chips—will complement OpenAI's breakthroughs in generative AI, enabling millions of users to continue benefiting from ChatGPT and future innovations.

AWS emphasized that the rapid progress of artificial intelligence has created unprecedented demand for computing power. As frontier model developers push for greater intelligence and efficiency, many turn to AWS for its unmatched performance, scalability, and security. OpenAI will begin using AWS infrastructure immediately, with all planned capacity expected to be fully deployed by the end of 2026, and additional expansions projected beyond 2027.

The new architecture designed for OpenAI features Amazon EC2 UltraServer clusters using NVIDIA GB200 and GB300 GPUs, interconnected on a unified network to deliver ultra-low latency and optimal performance. This setup enables OpenAI to handle diverse workloads—from ChatGPT inference to training next-generation models—while maintaining flexibility to meet evolving demands.

This collaboration underscores AWS and OpenAI's shared commitment to advancing global AI innovation. Earlier this year, OpenAI's open-source models were launched on Amazon Bedrock, quickly becoming among the most popular options on the platform. Thousands of enterprises—including Comscore, Peloton, Thomson Reuters, and Verana Health—are already integrating OpenAI models into workflows for coding, data analysis, scientific computation, and problem-solving.

Notably, OpenAI has raised approximately $47 billion in venture funding over the past year, reaching a valuation of around $500 billion. Despite this, the company has already signed nearly $1 trillion worth of partnership deals in 2024 alone—with major players such as AMD, NVIDIA, Oracle, and CoreWeave—further solidifying its position at the center of the AI computing ecosystem.