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Amazon will invest $15B in OpenAI initially, followed by $35B if certain conditions are met; OpenAI commits to consuming ~2 GW of Trainium capacity through AWS

OpenAI models coming to Amazon Bedrock via a new Stateful Runtime Environment …Tadahiro Kaburaki:So excited about the Amazon-OpenAI announcement after all the work.  Love the great AWS and Amazon Legal team that came together over the last few months to deliver this. …Manu Parbhakar:Big news today on the strategic partnership between Amazon and OpenAI  —  As Scott Rosecrans points out, for the past couple of years …Julia White:Today we announced a new strategic partnership with OpenAI.  —  Ama

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Discussion

  • @patrickmoorhead Patrick Moorhead on x
    This is not an extension of the November deal.  It is a fundamentally different relationship.  The November 2025 agreement was straightforward.  OpenAI committed $38 billion over seven years to rent NVIDIA GPU capacity on AWS.  EC2 UltraServers, GB200s and GB300s, pure infrastruc…
  • @kantrowitz Alex Kantrowitz on x
    Massive: “Amazon will also invest $50 billion in OpenAI, starting with an initial $15 billion investment and followed by another $35 billion in the coming months when certain conditions are met.”
  • @benbajarin Ben Bajarin on x
    So AWS is the exclusive provider for OpenAI Frontier, and Azure is the exclusive provider for the OpenAI API.
  • @snsf Srinivas Narayanan on x
    Excited to partner with AMZN. We're co-building a new Stateful Runtime product for agentic applications on Bedrock powered by OpenAI models, expanding Frontier via AWS, scaling with 2GW of Trainium compute, and creating custom models for Amazon apps. https://openai.com/...
  • @quinnypig Corey Quinn on x
    Customers are all very excited about @awscloud Trainium once Amazon gives them an 11-figure check.
  • @om.co @om.co on bluesky
    The underlying story of OpenAI's jaw-dropping $110 billion raise is really about Amazon, and how as a “cloud leader” it slipped when it came to AI, and recognizing the opportunity early compared to Azure.  Now it's costing the company billions. om.co/2026/02/27/a...
  • @ajassy Andy Jassy on x
    Excited about our new strategic partnership with @OpenAI.  Developers and companies of all kinds are eager to run services powered by OpenAI models on AWS, and our unique collaboration will provide a stateful runtime environment for them that's powered by OpenAI's frontier intell…
  • @sama Sam Altman on x
    We are excited to partner with Amazon to bring a new generation of products to market, especially around new enterprise products like the stateful runtime environment. We are also very excited to make great use of Tranium.
  • @danprimack Dan Primack on x
    Not too long ago, the AI battlelines were: OpenAI/Microsoft Anthropic/Amazon Not anymore https://openai.com/...