What happened
OpenAI signed a seven-year deal worth $38 billion to purchase cloud computing services from Amazon Web Services (AWS). The agreement grants OpenAI access to hundreds of thousands of Nvidia GPUs to support its AI model training and operations. This deal follows OpenAIâs recent restructuring, which gave it more operational and financial independence.
Why it matters
- The deal significantly increases OpenAIâs computing capacity to advance its AI development and scale services like ChatGPT.
- It marks a shift in OpenAIâs cloud strategy, moving beyond exclusive reliance on Microsoft.
- The agreement boosts Amazon Web Servicesâ position in the competitive AI cloud infrastructure market.
Key facts
- 1. The deal is valued at $38 billion over seven years and was announced on November 3, 2025.
- 2. OpenAI will begin using AWS compute immediately, with full capacity deployment targeted by the end of 2026 and potential expansion into 2027 and beyond.
- 3. OpenAI plans to spend $1.4 trillion over the next decade to develop 30 gigawatts of computing resources, enough to power approximately 25 million U.S. homes.
