OpenAI and Amazon Sign Seven-Year, $38 Billion Partnership Focused on NVIDIA AI Infrastructure
In yet another major move in the global AI race, OpenAI and Amazon Web Services (AWS) have announced a long-term collaboration valued at $38 billion over seven years, granting OpenAI access to Amazon’s high-performance NVIDIA-based AI compute infrastructure. The deal, officially confirmed by Amazon, represents one of the largest cloud partnerships in the artificial intelligence sector to date.
According to Amazon’s statement, the partnership will allow OpenAI to leverage AWS’s deep experience in managing large-scale, secure AI infrastructure.
“AWS has unusual experience running large-scale AI infrastructure securely, reliably, and at scale—with clusters topping 500K chips. AWS's leadership in cloud infrastructure combined with OpenAI's pioneering advancements in generative AI will help millions of users continue to get value from ChatGPT.”
OpenAI to Gain Access to NVIDIA GB200 and GB300 AI Servers
Under the agreement, OpenAI will gain access to NVIDIA GB200 and GB300 AI servers, which will form the backbone of its next phase of expansion. All planned compute capacity is expected to be fully deployed by the end of 2026, providing OpenAI with a massive increase in available GPU resources.
Interestingly, the announcement made no mention of Amazon’s in-house Trainium ASIC chips, which were widely expected to play a role in the collaboration. This suggests that the focus remains firmly on NVIDIA’s AI hardware ecosystem, which continues to dominate the global market for high-end AI accelerators.
Strengthening OpenAI’s Compute Power Across Global Partnerships
This deal follows a string of high-profile agreements OpenAI has signed in recent weeks, involving NVIDIA, AMD, Microsoft, Broadcom, and Oracle. These partnerships ensure the company has access to a diversified pool of computing power, essential for sustaining the rapid growth of its AI models and research.
With OpenAI now estimated to control one of the largest AI compute networks in the world, the collaboration with Amazon will further solidify its ability to train and deploy increasingly complex generative AI systems.
Laying the Groundwork for a Potential $1 Trillion IPO
Industry analysts view these massive infrastructure partnerships as strategic positioning for OpenAI’s anticipated initial public offering (IPO), which some reports estimate could exceed $1 trillion in valuation.
Meanwhile, for Amazon, the partnership highlights AWS’s growing role as a preferred infrastructure provider for advanced AI workloads. While AWS has developed its own Trainium and Inferentia AI chips, the focus on NVIDIA GPUs in this deal underscores how critical Team Green’s hardware remains to the world’s top AI companies.
As OpenAI continues to expand its compute footprint, this collaboration represents another milestone in its mission to push beyond generative AI into new frontiers of artificial intelligence research and deployment.
Do you think OpenAI’s focus on NVIDIA hardware over Amazon’s Trainium chips is a strategic move or a missed opportunity for AWS?
