OpenAI has struck a massive $38 billion, seven-year deal with Amazon Web Services (AWS), making it one of the biggest infrastructure agreements ever in the field of artificial intelligence. The partnership gives OpenAI access to hundreds of thousands of Nvidia GB200 and GB300 GPUs hosted on Amazon’s EC2 UltraServers, along with the option to scale into tens of millions of CPUs as workloads increase.
The agreement signals a deepening collaboration between two of the world’s most influential technology firms. According to the companies, OpenAI will begin using AWS infrastructure immediately, with full capacity deployment expected before the end of 2026. According to CNBC, the initial stage of the deal will be based on the data centers that AWS already has, but later developments will require new facilities to be able to provide OpenAI with the necessary computing power.
For AWS, this partnership is a showcase of the company’s ambition to secure its position as the main provider of the global AI infrastructure. During Amazon’s Q3 2025 earnings call, CEO Andy Jassy announced that the AWS backlog was at $200 billion and also gave a hint about “unannounced” October deals that would have a volume greater than the third quarter in total. He added that AWS has doubled its power capacity since 2022 and plans to double it again by 2027 to support rising AI workloads.
“Scaling frontier AI requires massive, reliable compute,” said Sam Altman, CEO of OpenAI. “Our partnership with AWS strengthens the broad compute ecosystem that will power this next era and bring advanced AI to everyone.” AWS CEO Matt Garman added that the company’s infrastructure will serve as “the backbone” for OpenAI’s next stage of AI innovation.
The move comes months after OpenAI ended its exclusive cloud arrangement with Microsoft, opting for a multi-cloud approach. Since then, it has signed major deals with Google Cloud, CoreWeave, and Oracle—one of which is reportedly worth up to $300 billion.
OpenAI’s expansion spree is going hand in hand with its change to a for-profit public benefit corporation, which is now worth half a trillion dollars. By signing agreements with partners, from GPU suppliers to chip designers, OpenAI seems to be setting the stage for an AI ecosystem that relies on huge, diversified compute networks.
However, the fact that OpenAI is making such a large commitment to infrastructure spending leaves it open to the question of how fast revenue growth can keep up with the company’s scale ambitions.
