OpenAI has just signed a monumental $38 billion, seven-year infrastructure agreement with Amazon Web Services (AWS), marking a pivotal moment in the race to advance artificial intelligence (AI) across the globe.
Under this partnership, OpenAI will tap into hundreds of thousands of cutting-edge Nvidia GPUs–the engines behind today's generative AI breakthroughs–alongside tens of millions of CPUs to deploy "agentic AI" at scale.
Sam Altman, OpenAI's co-founder and CEO, said: "Scaling frontier AI requires massive, reliable compute. Our partnership with AWS strengthens the broad compute ecosystem that will power this next era and bring advanced AI to everyone."
The deal comes amid a flurry of infrastructure commitments by OpenAI in 2025. Industry estimates suggest the company has locked in about $1 trillion in computing agreements, including a $300 billion contract with Oracle and a $500 billion "Stargate" project with Oracle and SoftBank.
Despite revenues set to reach tens of billions this year, OpenAI's cloud costs remain a growing part of its investment in developing next-level AI tools–from chatbots to enterprise applications.
This AWS deal is the first major contract since OpenAI revamped its corporate structure, shifting from its non-profit roots toward a more flexible model that balances innovation with investor returns.
OpenAI will start using AWS capacity immediately, aiming to fully utilize its allocation by the end of 2026, with room to expand in the coming years. The collaboration builds on earlier efforts, as OpenAI's open-source models are already live on AWS servers.
For business leaders, tech enthusiasts, and global citizens, this partnership signals the growing importance of scalable cloud infrastructure in democratizing AI and shaping how we work, learn, and create in the digital age.
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OpenAI signs $38 billion infrastructure deal with cloud giant AWS
cgtn.com
