OpenAI has entered into a massive, $38 billion multi-year strategic partnership with Amazon Web Services (AWS), marking a significant move to diversify its computing power beyond its long-time backer, Microsoft. The seven-year agreement, announced on Monday, November 3, 2025, gives OpenAI immediate access to AWS’s global infrastructure.
Under the deal, OpenAI will immediately begin running its AI workloads—including the training of new models and ChatGPT inference—on AWS. Amazon confirmed that this will provide OpenAI with “immediate and increasing access” to its Amazon EC2 UltraServers, which are equipped with “hundreds of thousands” of state-of-the-art Nvidia GPUs, including the latest Blackwell GB200 and GB300 chips.
This partnership is seen as a strategic pivot for OpenAI, which recently revised its arrangement with Microsoft, ending its exclusivity as a cloud provider. OpenAI CEO Sam Altman emphasized the need for a “broad compute ecosystem” to power the next generation of AI.
AWS CEO Matt Garman stated that the new partnership will “fuel the next wave of AI innovation” and that all capacity under the $38 billion agreement is expected to be fully deployed before the end of 2026, with options to expand further in 2027.
The deal is one of several massive infrastructure agreements OpenAI has struck, including commitments with Google, Oracle, and Nvidia, as it races to secure the vast computing power needed for its AI ambitions. The announcement sent Amazon’s stock up nearly 5% in trading.
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