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Investing.com -- Amazon (NASDAQ:AMZN) stock rose 5.4% Monday after the company’s cloud division AWS announced a multi-year strategic partnership with OpenAI valued at $38 billion.
The agreement will enable OpenAI to run its advanced AI workloads on AWS’s infrastructure starting immediately. Under the terms of the deal, which will grow over the next seven years, OpenAI will access AWS compute power comprising hundreds of thousands of NVIDIA GPUs, with the ability to expand to tens of millions of CPUs to scale AI operations.
AWS will provide OpenAI with Amazon EC2 UltraServers featuring both GB200 and GB300 NVIDIA chips in a sophisticated architectural design optimized for AI processing efficiency. The infrastructure is designed to support various workloads, from serving inference for ChatGPT to training next-generation models.
"Scaling frontier AI requires massive, reliable compute," said OpenAI co-founder and CEO Sam Altman. "Our partnership with AWS strengthens the broad compute ecosystem that will power this next era and bring advanced AI to everyone."
The partnership builds on the companies’ existing collaboration. Earlier this year, OpenAI’s open weight foundation models became available on Amazon Bedrock, bringing additional model options to AWS customers. According to the announcement, OpenAI has quickly become one of the most popular model providers on Amazon Bedrock, with thousands of customers using their models.
All capacity under the new agreement is targeted to be deployed before the end of 2026, with the ability to expand further into 2027 and beyond.