- Amazon Web Services and OpenAI have entered a multi-year strategic partnership to support the rapid scaling of Artificial Intelligence workloads.
- OpenAI will immediately begin using AWS infrastructure, including access to hundreds of thousands of NVIDIA GPUs, under a $38 billion agreement.
- The deal enables expansion to tens of millions of CPUs by 2026, with potential for further scale into 2027 and beyond.
- Amazon increased its 2025 capital expenditure estimate to $125 billion to support AI infrastructure investments.
- Amazon’s shares rose nearly 5% following the announcement, with annual gains totaling over 17% in the past year.
Amazon Web Services (AWS) and OpenAI have signed a strategic partnership that will provide AWS infrastructure for running and scaling OpenAI’s artificial intelligence workloads. The agreement, effective immediately, involves a $38 billion commitment to support the needs of the ChatGPT developer in expanding its processing capacity.
Under the terms, OpenAI will utilize AWS compute power, which includes hundreds of thousands of Nvidia GPUs and the capability to expand to tens of millions of CPUs. This large-scale infrastructure deployment is scheduled for full capacity by the end of 2026, with the option to increase further into 2027 and beyond.
According to both companies, this partnership is designed for rapid scaling of agentic workloads—AI tasks that can operate independently and adapt to new information. “Clustering the NVIDIA GPUs—both GB200s and GB300s—via Amazon EC2 UltraServers on the same network enables low-latency performance across interconnected systems, allowing OpenAI to efficiently run workloads with optimal performance,” Amazon stated. The system will support everything from running ChatGPT to training new AI models.
The move comes as Amazon responds to increased demand for advanced computing power, raising its 2025 capital spending forecast to $125 billion from the previous estimate of $118 billion. “Scaling frontier AI requires massive, reliable compute,” said OpenAI CEO Sam Altman, noting that the partnership with AWS will support the next era of widespread advanced AI adoption. AWS CEO Matt Garman added that their infrastructure will act as a “backbone for [OpenAI’s] AI ambitions.”
More information can be found on related industry updates such as MongoDB’s recent leadership change.
