What happened
OpenAI and Amazon Web Services (AWS) announced a $38 billion multi-year deal on November 3, 2025. OpenAI will use AWSâs cloud infrastructure, including hundreds of thousands of Nvidia AI processors, to run and scale its AI workloads. This deal ends Microsoftâs exclusive cloud partnership with OpenAI.
Why it matters
- The partnership significantly expands OpenAIâs computing capacity for AI development and deployment.
- It marks a strategic shift for OpenAI toward a multi-cloud approach, reducing reliance on Microsoft Azure.
- Amazonâs AWS strengthens its position in the competitive AI cloud infrastructure market.
Key facts
- 1. The deal is valued at $38 billion over seven years, announced on November 3, 2025.
- 2. OpenAI will access hundreds of thousands of Nvidia GPUs and millions of CPUs through AWS.
- 3. Amazonâs stock closed at a record high, rising over 4% following the announcement.
