OpenAI signs $38B cloud deal with Amazon AWS

What happened

OpenAI signed a seven-year, $38 billion deal with Amazon Web Services (AWS) to buy cloud computing services. The agreement gives OpenAI access to hundreds of thousands of Nvidia graphics processors and tens of millions of CPUs to train and run its AI models. OpenAI will begin using AWS computing immediately, with full capacity targeted by the end of 2026.

Why it matters

• The deal significantly expands OpenAI’s computing capacity to support advanced AI development and deployment.
• It marks OpenAI’s first major cloud partnership outside Microsoft since restructuring to gain more operational freedom.
• The agreement strengthens AWS’s position as a key infrastructure provider in the competitive AI cloud market.

Key facts

1. 1. The deal is valued at $38 billion over seven years, starting November 3, 2025.
2. 2. OpenAI will access hundreds of thousands of Nvidia GPUs and tens of millions of CPUs through AWS.
3. 3. OpenAI aims to deploy all AWS capacity by the end of 2026, with potential expansion beyond 2027.