AWS and OpenAI forge a $38 billion multi-year partnership to scale frontier AI workloads

Under the agreement, OpenAI will gain immediate access to AWS compute capacity built around hundreds of thousands of NVIDIA GPUs, with the ability to scale to tens of millions of CPUs over the coming years. The partnership—valued at around $38 billion over seven years—underscores the growing cost and complexity of powering the next generation of generative AI systems.

AWS said the collaboration would provide OpenAI with access to its new EC2 UltraServers, which cluster NVIDIA GB200 and GB300 GPUs on a single network for low-latency, high-performance workloads. The systems will support both inference for ChatGPT and training of new models, allowing OpenAI to expand capacity quickly while maintaining performance and security standards.

“Scaling frontier AI requires massive, reliable compute,” said Sam Altman, OpenAI’s co-founder and chief executive. “Our partnership with AWS strengthens the broad compute ecosystem that will power this next era and bring advanced AI to everyone.”

Matt Garman, AWS’s chief executive, said the deal demonstrated why the company remains a leader in cloud infrastructure for AI. “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,” he said. “The breadth and immediate availability of optimized compute demonstrates why AWS is uniquely positioned to support OpenAI's vast AI workloads.”

The partnership expands an existing relationship between the two firms. Earlier this year, OpenAI’s open-weight foundation models became available on Amazon Bedrock, AWS’s managed platform for accessing a range of foundation models. OpenAI has since become one of the most-used providers on the service, with clients such as Comscore, Peloton, Thomson Reuters, and Verana Health using its models for coding, scientific research, and automation.

As the demand for frontier AI continues to surge, cloud providers are racing to secure long-term supply agreements with leading model developers. AWS, Google Cloud, and Microsoft Azure have each ramped up their investments in high-performance computing infrastructure to capture this growing market—one increasingly defined not just by performance, but by availability, security, and price efficiency