What happened
Amazon and OpenAI have agreed to a $38 billion partnership. OpenAI will immediately use AWS infrastructure to train and run its AI models, including ChatGPT. The infrastructure includes Nvidia GB200 and GB300 GPU clusters.
Why it matters
- The deal gives OpenAI access to advanced computing resources needed for large-scale AI development.
- It strengthens AWSâs position in the AI infrastructure market.
- The partnership highlights the growing capital intensity of AI model development.
Key facts
- 1. The partnership is valued at $38 billion.
- 2. OpenAI will use Nvidia GB200 and GB300 GPU clusters on AWS.
- 3. The deal enables immediate access to AWS infrastructure for OpenAIâs AI models.
