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AWS and OpenAI Announce Multi-Year Strategic Partnership

·2025.11.03 15:00

Key point

OpenAI has signed a $38 billion partnership to scale AI workloads using AWS infrastructure.

Details

AWS and OpenAI have announced a multi-year strategic partnership to run and scale OpenAI's core AI workloads. The agreement totals $38 billion and aims for sustained growth over the next 7 years.

OpenAI will immediately utilize hundreds of thousands of state-of-the-art NVIDIA GPUs (including GB200, GB300) through Amazon EC2 UltraServers, with the ability to scale up to tens of millions of CPUs to expand agentic workloads going forward.

The core of the infrastructure build is as follows:

  • Clustering NVIDIA GB200 and GB300 GPUs to achieve low-latency performance
  • A flexible architecture supporting everything from ChatGPT inference to training next-generation models
  • Full capacity deployment completed by the end of 2026, with additional expansion planned for 2027 and beyond

Through this partnership, OpenAI will be able to rapidly expand its computing capacity based on AWS's strong security, performance, and scalability.

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