OpenAI has announced a landmark $38 billion partnership with Amazon Web Services (AWS) spanning seven years, granting the AI firm access to massive computing resources for its core workloads, including ChatGPT and next-generation models. The deal, revealed on November 3, 2025, led to Amazon stock surging more than 5% in pre-market trading, reflecting investor optimism.
Under the agreement, OpenAI will immediately begin using AWS infrastructure, which includes hundreds of thousands of state-of-the-art NVIDIA GPUs, with expansion potential to tens of millions of CPUs by 2027. Sam Altman, OpenAI's co-founder and CEO, stated, "Scaling frontier AI requires massive and reliable compute, and AWS offers the infrastructure to make that possible." He emphasized that this partnership strengthens the broader compute ecosystem for advanced AI.
The collaboration marks a strategic shift for OpenAI, which previously relied heavily on Microsoft for cloud computing. Following a restructuring that eliminated Microsoft's first refusal rights on cloud deals—with Microsoft now holding approximately 27% ownership in OpenAI—the company diversified its infrastructure providers. AWS CEO Matt Garman highlighted that the deployment, utilizing Amazon EC2 UltraServers with ultra-low latency, is among the largest AI infrastructure projects ever built, with initial capacity targeted for deployment by the end of 2026 and further scaling through 2027.
This partnership also integrates with Amazon Bedrock, enabling enterprises to leverage OpenAI's models for various applications, and is expected to drive global AI innovation, positioning AWS and OpenAI at the forefront of the industry.
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