AWS and OpenAI Launch $38B Partnership to Power the Future of AI
- Covertly AI
- Nov 3
- 3 min read
Updated: Nov 6

Amazon Web Services (AWS) and OpenAI have entered a monumental $38 billion, multi-year partnership that underscores both companies’ growing ambitions in artificial intelligence and cloud computing. The agreement enables OpenAI to run its most advanced AI workloads on AWS’s high-performance infrastructure starting immediately, marking one of the largest cloud deals in history and a major shift in OpenAI’s cloud strategy (Investing.com).
Under the deal, OpenAI will gain access to hundreds of thousands of NVIDIA GPUs through Amazon EC2 UltraServers equipped with cutting-edge GB200 and GB300 chips, alongside the ability to scale to tens of millions of CPUs. This infrastructure will power everything from training next-generation models to serving inference for ChatGPT and other AI tools. AWS’s sophisticated architecture is optimized for efficiency and low-latency performance, allowing OpenAI to scale its agentic and generative AI workloads securely and reliably (About Amazon). All capacity under the agreement is expected to be deployed by the end of 2026, with the option to expand further into 2027 and beyond.

The partnership represents a major milestone for both companies. For OpenAI, it signifies one of the first major moves away from Microsoft’s Azure cloud, which had been its exclusive provider since 2019. Microsoft, a key investor with over $13 billion in funding to OpenAI, recently ended its exclusive hosting arrangement, granting the AI firm flexibility to work with other hyperscalers. OpenAI has since forged deals with Oracle and Google, but AWS, the world’s leading cloud provider, offers unmatched scale and global infrastructure (CNBC).
OpenAI CEO Sam Altman highlighted the critical need for reliable compute power in advancing frontier AI, noting that AWS’s infrastructure “strengthens the broad compute ecosystem that will power this next era and bring advanced AI to everyone” (Investing.com). AWS CEO Matt Garman echoed the sentiment, emphasizing that the breadth and immediate availability of optimized compute resources make AWS uniquely positioned to handle OpenAI’s immense workloads (CNBC).
The deal also reflects Amazon’s broader ambitions in AI. While AWS already powers a large portion of enterprise cloud operations globally, the company has simultaneously invested billions in Anthropic, another leading AI developer, and is building an $11 billion data center campus in Indiana dedicated to Anthropic’s workloads. The addition of OpenAI as a major customer further cements AWS’s role as a dominant force in AI infrastructure, even as
competitors like Microsoft and Google report faster cloud growth in some quarters (CNBC).

Beyond infrastructure, the collaboration builds on existing integrations between the two companies. OpenAI’s open-weight foundation models were previously made available on Amazon Bedrock, where thousands of customers, from Peloton to Thomson Reuters, use them for scientific analysis, coding, and data workflows (About Amazon). This new, deeper alliance signals an expansion of that collaboration into the highest tiers of AI research and development, giving OpenAI the flexibility and power needed to sustain its rapid innovation while providing AWS another high-profile partnership to showcase its leadership in cloud computing.
The partnership is expected to accelerate OpenAI’s mission of developing scalable, advanced AI while reinforcing AWS’s status as the backbone of next-generation digital infrastructure. Together, the companies aim to shape the future of AI by merging OpenAI’s pioneering technology with AWS’s unparalleled compute capacity, ushering in a new era of large-scale, accessible, and reliable artificial intelligence.
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