OpenAI and AWS announce $38 billion deal for compute infrastructure

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AWS and OpenAI today announced a new partnership that will have OpenAI’s workloads running on AWS’s infrastructure.

AWS will build compute infrastructure for OpenAI that is optimized for AI processing efficiency and performance. Specifically, the company will cluster NVIDIA GPUs (GB200s and GB300s) on Amazon EC2 UltraServers.

OpenAI will commit $38 billion to Amazon over the course of the next several years, and OpenAI will immediately begin using AWS infrastructure, with full capacity expected by the end of 2026 and the ability to scale as needed beyond that.

“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.”

Matt Garman, CEO of AWS, said: “As OpenAI continues to push the boundaries of what’s possible, AWS’s best-in-class infrastructure will serve as a backbone for their AI ambitions. The breadth and immediate availability of optimized compute demonstrates why AWS is uniquely positioned to support OpenAI’s vast AI workloads.”

This announcement follows last week’s news that OpenAI had renegotiated its partnership with Microsoft as part of its corporate restructuring. As part of the new agreement, “Microsoft will no longer have a right of first refusal to be OpenAI’s compute provider,” though OpenAI did agree to purchase $250 billion in Azure services.

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