OpenAI and AWS sign a seven-year deal in which OpenAI will pay $38B for AI compute, including training its models using Amazon's data centers and using its CPUs

Companies' first computing partnership is part of Amazon's efforts to grow its cloud business

Wall Street Journal 2025-11-03 Berber Jin

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@semianalysis_ @semianalysis_ on x
JUST ANNOUNCED: OpenAI will start using AWS GB200 and GB300 NVL72. Note that OpenAI will mostly be using NVIDIA ConnectX NICs on AWS and not be using AWS EFA NICs, which have subpar user experience. Also, OpenAI will not be using Sagemaker Hyperpod Managed K8 / SLURM which is [im…
@kylebrussell Kyle Russell on x
Thank goodness, no Trainium: “OpenAI is accessing AWS compute comprising hundreds of thousands of state-of-the-art NVIDIA GPUs”
@modestproposal1 @modestproposal1 on x
So I guess the exclusivity to Azure, what Sam and Satya term stateless APIs, does allow for ChatGPT to be served on other clouds. [image]
@firstadopter Tae Kim on x
Amazon deal represents only 6.5% of the aggregate value of these three OpenAI deals unveiled since September. That's tiny. Oracle: $300 billion over five years (WSJ) Microsoft: $250 billion in additional Azure orders Amazon: $38 billion over seven years
@anujsaharan_ Anuj Saharan on x
the gang and i are super excited to be building all kinds of compute toward intelligence too cheap to meter 🫡 https://openai.com/...
@amazon @amazon on x
.@awscloud and @OpenAI just announced a multi-year, strategic partnership that provides AWS's world-class infrastructure for OpenAI's advanced AI workloads. The compute clusters are designed to support various workloads, from serving inference for ChatGPT to training next
@ajassy Andy Jassy on x
New multi-year, strategic partnership with @OpenAI will provide our industry-leading infrastructure for them to run and scale ChatGPT inference, training, and agentic AI workloads. Allows OpenAI to leverage our unusual experience running large-scale AI infrastructure securely, [i…
@edzitron.com Ed Zitron on bluesky
Had this a few weeks ago but could not get a solid source beyond hearsay. The systemic risk is spreading! So many companies will be short changed — www.aboutamazon.com/news/aws/ aws...
@quinnypig.com Corey Quinn on bluesky
AWS and OpenAI sign $38B deal. Now OpenAI is definitely too big to fail. — www.aboutamazon.com/news/aws/ aws...
@marypcbuk Scary Mary Branscombe on bluesky
The move to find other places to run that aren't Azure is downstream of OpenAI saying they wanted to see other clouds and Azure saying sure, I'll just stop building more special capacity for you, you know how to cook your own dinner, right babe? [embedded post]
r/BetterOffline r on reddit
OpenAI signs $38 billion compute deal with Amazon, partnering with cloud leader for first time
r/StockMarket r on reddit
OpenAI signs $38 billion deal with Amazon, first partnership with cloud leader
r/wallstreetbets r on reddit
OpenAI signs $38 billion compute deal with Amazon, partnering with cloud leader for first time

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OpenAI and AWS sign a seven-year deal in which OpenAI will pay $38B for AI compute, including training its models using Amazon's data centers and using its CPUs

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