OpenAI Signs $38B Cloud Deal with Amazon Web Services

What happened

OpenAI signed a $38 billion cloud computing deal with Amazon Web Services (AWS). This agreement allows OpenAI to run AI workloads on AWS infrastructure immediately, using hundreds of thousands of NVIDIA GPUs. The deal marks OpenAI’s first contract with AWS and a shift from relying solely on Microsoft for cloud computing.

Why it matters

• The deal signals OpenAI’s move toward a multicloud strategy beyond Microsoft.
• AWS will build new infrastructure specifically for OpenAI’s AI workloads.
• OpenAI gains access to live, large-scale computing capacity to support rapid AI scaling.

Key facts

1. 1. The deal with AWS is valued at $38 billion.
2. 2. OpenAI will use hundreds of thousands of NVIDIA GPUs across US data centers.
3. 3. Microsoft’s exclusive cloud partnership with OpenAI ended in late October 2025, with OpenAI reaffirming a $250 billion commitment to Microsoft Azure.