OpenAI partners with Amazon in a $38B cloud training alliance to supercharge AI scaling on AWS

November 3, 2025

Key Insights

OpenAI has signed a $38 billion deal with Amazon Web Services (AWS) to train its AI models using hundreds of thousands of Nvidia GPUs in Amazon data centers. This partnership gives OpenAI a major boost in compute capacity while strengthening Amazon’s AI cloud position.

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OpenAI bets big on Amazon’s compute empire

The AI arms race just intensified: OpenAI has sealed a $38 B partnership with AWS, allowing access to massive Nvidia GPU clusters for model training.

Why this matters

For OpenAI, the move means diversified cloud infrastructure—less reliance on Microsoft and more flexibility. For Amazon, it’s a badge of credibility in the high-performance AI infrastructure arena.

Strategic implications

- Cross-cloud alliances among top AI labs are becoming the norm.
- AWS strengthens its positioning as a true contender in AI infrastructure, not just general cloud.
- OpenAI locks in critical GPU bandwidth to stay ahead in scale.

Compute capacity—not just algorithms—is emerging as the real currency of AI power.

Source: theverge.com

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