OpenAI Skips Intel Chips, Spends $38B on AWS

What happened

OpenAI has chosen not to purchase Intel’s AI chips for its infrastructure projects. Instead, OpenAI recently committed $38 billion to Amazon Web Services for cloud computing resources. This decision comes despite the U.S. government taking a stake in Intel earlier in 2025.

Why it matters

• OpenAI’s decision highlights continued challenges for Intel in securing major AI infrastructure contracts.
• The move reinforces Amazon Web Services’ position as a leading provider of AI computing resources.
• Intel’s recent government backing has not yet translated into major commercial wins in the AI chip market.

Key facts

1. 1. OpenAI committed $38 billion to Amazon Web Services for infrastructure.
2. 2. The U.S. government took a 10 percent stake in Intel in April 2025.
3. 3. OpenAI did not purchase Intel’s AI chips for its latest infrastructure buildout.