Nov 04, 2025 11:48:00

OpenAI and Amazon enter into seven-year, $38 billion strategic partnership agreement

OpenAI has signed a seven-year, $38 billion contract to use Amazon (AWS) infrastructure to run its AI workloads.

AWS and OpenAI announce multi-year strategic partnership | OpenAI

https://openai.com/index/aws-and-openai-partnership/

AWS announces new partnership to power OpenAI's AI workloads
https://www.aboutamazon.com/news/aws/aws-open-ai-workloads-compute-infrastructure

OpenAI, Amazon Sign $38 Billion Cloud Deal - WSJ
https://www.wsj.com/tech/ai/openai-amazon-sign-38-billion-cloud-deal-89ff8650

OpenAI signs $38bn cloud computing deal with Amazon | OpenAI | The Guardian
https://www.theguardian.com/technology/2025/nov/03/openai-cloud-computing-deal-amazon-aws-datacentres-nvidia-chips

As part of this strategic partnership, Amazon will provide OpenAI with Amazon EC2 UltraServers, each equipped with 64 Trainium2 AI training chips.

Amazon announces AWS processor 'Graviton4' and AI training chip 'Trainium2' - GIGAZINE

Through this agreement, OpenAI will be able to immediately run advanced AI workloads on AWS's global infrastructure, with full capacity expected to be available by the end of 2026, with further expansion of computing capacity planned for 2027 and beyond.

OpenAI has long been supported by Microsoft and has announced a policy to continue its partnership with Microsoft after undergoing organizational restructuring in October 2025.

OpenAI restructures, continues to partner with Microsoft but excludes hardware it plans to deploy - GIGAZINE

However, in order to expand its infrastructure, it is expanding its partnerships, and has partnered with SoftBank, Oracle, and MGX for the 'Stargate' project, which includes the construction of an AI data center.

OpenAI and SoftBank announce 'Stargate' project to establish AI data center with investment of over 70 trillion yen - GIGAZINE

With support from NVIDIA of 15 trillion yen, the company will build a 10GW-class system.

OpenAI and NVIDIA announce strategic partnership, NVIDIA invests approximately 15 trillion yen in OpenAI & OpenAI introduces 10 gigawatt-class NVIDIA system - GIGAZINE

Additionally, the company announced that it would acquire 160 million shares from AMD and build 6GW of AMD-made systems.

OpenAI and AMD partner, OpenAI acquires up to 10% of AMD shares to deploy 6 gigawatt-class AMD systems - GIGAZINE

On the other hand, we have also started using Google's cloud.

OpenAI has reportedly begun using Google's TPU for inference processing such as ChatGPT, the first time it has used an AI processing chip other than NVIDIA's - GIGAZINE

Amazon will make OpenAI's open weight models accessible through Amazon Bedrock and Amazon SageMaker AI in August 2025. The two companies describe this announcement as 'a continuation of our collaboration to deliver cutting-edge AI technologies that benefit organizations around the world.'