OpenAI signs $38 billion deal with AWS to access its AI hardware
OpenAI signs a huge deal with Amazon to secure access to thousands of its Nvidia Blackwell-based EC2 UltraServers
OpenAI has signed a new deal with Amazon Web Services (AWS) to provide them with “immediate and increasing” access to its Nvidia Blackwell-powered EC2 Ultraservers. This $38 billion deal grants OpenAI access to “hundreds of thousands” of Nvidia GPUs, as well as the ability to scale up to “tens of millions” of CPUs for agentic workloads.
In recent weeks, OpenAI has signed several lucrative deals with AMD, Nvidia, Broadcom and Oracle, amongst others. Money is quickly entering and exiting OpenAI, which is significantly expanding its spending on raw computational power to advance its AI technologies and deliver them to customers.
OpenAI already uses diversified cloud services. The company already uses Microsoft Azure, Google Cloud, and Oracle Cloud. Now, OpenAI can add AWS to that list.
Today, Amazon Web Services (AWS) and OpenAI announced a multi-year, strategic partnership that provides AWS’s world-class infrastructure to run and scale OpenAI’s core artificial intelligence (AI) workloads starting immediately. Under this new $38 billion agreement, which will have continued growth over the next seven years, OpenAI is accessing AWS compute comprising hundreds of thousands of state-of-the-art NVIDIA GPUs, with the ability to expand to tens of millions of CPUs to rapidly scale agentic workloads. AWS has unusual experience running large-scale AI infrastructure securely, reliably, and at scale–with clusters topping 500K chips. AWS’s leadership in cloud infrastructure combined with OpenAI’s pioneering advancements in generative AI will help millions of users continue to get value from ChatGPT.
The rapid advancement of AI technology has created unprecedented demand for computing power. As frontier model providers seek to push their models to new heights of intelligence, they are increasingly turning to AWS due to the performance, scale, and security they can achieve. OpenAI will immediately start utilizing AWS compute as part of this partnership, with all capacity targeted to be deployed before the end of 2026, and the ability to expand further into 2027 and beyond.
The infrastructure deployment that AWS is building for OpenAI features a sophisticated architectural design optimized for maximum AI processing efficiency and performance. Clustering the NVIDIA GPUs—both GB200s and GB300s—via Amazon EC2 UltraServers on the same network enables low-latency performance across interconnected systems, allowing OpenAI to efficiently run workloads with optimal performance. The clusters are designed to support various workloads, from serving inference for ChatGPT to training next generation models, with the flexibility to adapt to OpenAI’s evolving needs.
AI spending has reached crazy levels, and the speed of AI deployments is having an impact across the PC market. AI has already caused a global DRAM shortage, which is having an impact across the broader technology market. Higher-cost DRAM will impact the PC market, raising the cost of DRAM modules and the PCs that use them. Furthermore, they will impact the cost of the computers used in other devices. This includes cars, televisions, industrial machinery and medical equipment.
Beyond its impact on the PC market, AI spending comes with increased electrical costs, adding to the load on power grids worldwide. This need for extra power is creating the need for infrastructure investment, raising generation costs and consumer power bills.
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