SEATTLE — OpenAI has announced a groundbreaking $38 billion cloud computing deal with Amazon Web Services (AWS), marking a pivotal moment in the AI company’s infrastructure strategy and its first major partnership with the world’s largest cloud provider.
The multi-year agreement, revealed on November 3, 2025, will allow OpenAI to run its artificial intelligence systems on AWS’s global infrastructure, leveraging hundreds of thousands of NVIDIA GPUs to power its expanding suite of AI models and services.
“This partnership gives OpenAI the flexibility to scale infrastructure through 2026 and beyond,” CNBC reported CNBC.
The deal comes just months after OpenAI restructured its long-standing relationship with Microsoft, which had previously been its exclusive cloud provider. While Microsoft remains a key investor and partner, the AWS deal signals OpenAI’s intent to diversify its cloud dependencies amid surging demand for compute power.
Under the agreement:
OpenAI will gain access to Amazon’s U.S.-based data centers
It will utilize NVIDIA’s latest AI chips for training and inference
The infrastructure will support ChatGPT, Codex, DALL·E, and future models
The partnership is expected to reshape the competitive dynamics of the AI cloud market, with Amazon now directly supporting one of the most influential AI companies globally. It also underscores the intensifying race among tech giants to dominate the infrastructure layer of artificial intelligence.
Amazon shares rose more than 4% following the announcement, reflecting investor optimism about the company’s growing role in the AI ecosystem Yahoo Finance Canada.
