AWS, OpenAI
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On Monday, Amazon announced a partnership that will allow OpenAI to use the company’s cloud computing services to run AI systems for products like the popular ChatGPT. OpenAI is paying $38 billion to access Amazon Web Services (AWS) servers and “hundreds of thousands of state-of-the-art NVIDIA GPUs.”
OpenAI's $38 billion switch to Amazon Web Services after its restructure reshapes the AI landscape, sparking industry tension and global anticipation.
OpenAI will begin using AWS compute immediately, with all capacity targeted for deployment before the end of 2026 and additional expansion planned through 2027 and beyond.
“AWS is growing at a pace we haven’t seen since 2022, re-accelerating to 20.2% YoY,” Andy Jassy, the president and CEO of Amazon, said in the company’s earnings announcement. “We continue to see strong demand in AI and core infrastructure, and we’ve been focused on accelerating capacity — adding more than 3.8 gigawatts in the past 12 months.”