OpenAI Seals Monumental $38 Billion Cloud Agreement with Amazon
In a groundbreaking development for the artificial intelligence industry, OpenAI has sealed a colossal $38 billion deal with Amazon Web Services (AWS) for cloud computing services over the next seven years. This agreement, announced on Monday, signifies OpenAI’s first significant partnership outside of Microsoft’s Azure platform.
As part of the deal, OpenAI will commence running workloads on AWS infrastructure immediately, thereby gaining access to hundreds of thousands of NVIDIA graphics processing units (GPUs) across the United States. This infrastructure will be equipped with advanced NVIDIA Blackwell GB200 and GB300 chips, clustered for optimal AI processing efficiency.
This alliance emerges just days after OpenAI’s corporate restructuring, which liberated the company from Microsoft’s right of first refusal for cloud services. “Scaling frontier AI requires massive, reliable compute,” stated OpenAI CEO Sam Altman. This move mirrors OpenAI’s strategy to diversify its infrastructure partnerships as it chases its ambitious goal of investing $1.4 trillion in AI infrastructure over the next decade.
The announcement led to a surge in Amazon’s stock, with the deal reinforcing AWS’s standing in the competitive AI cloud infrastructure market. This agreement is part of OpenAI’s broader infrastructure expansion that includes partnerships with Oracle, Google, and others.
Source: CNBC