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OpenAI, the creator of ChatGPT, entered into a $38 billion agreement on Monday with Amazon’s AWS cloud services division, as the AI firm pursues significant partnerships that have also involved Oracle, Broadcom, AMD, and the semiconductor giant Nvidia.
Through this seven-year contract, OpenAI, which is partially owned by Microsoft, a competitor to AWS, will gain access to computing capabilities that include hundreds of thousands of advanced Nvidia GPUs, essential for the generative AI surge.
This agreement, which will expand over its multi-year duration, will also provide access to tens of millions of standard CPUs for the standard implementation of agentic AI.
“Scaling frontier AI requires massive, reliable compute,” said OpenAI co-founder and CEO Sam Altman in a joint statement. “Our partnership with AWS strengthens the broad compute ecosystem that will power this next era and bring advanced AI to everyone.”
OpenAI will start utilising AWS’s computing resources right away, with plans to use all available capacity by the end of 2026, and the potential to grow even further in the following years.
According to some estimates, OpenAI has secured about $1 trillion in infrastructure agreements for 2025, including a $300 billion deal with Oracle and a $500 billion Stargate initiative alongside Oracle and SoftBank.
This substantial investment in infrastructure comes as projected 2025 revenues are expected to reach tens of billions —an impressive figure for a startup, but still insufficient to offset the costs of the computing required to support OpenAI’s advanced chatbots.
This agreement marks the first since OpenAI established its new organisational framework, allowing the company greater flexibility to depart from its non-profit roots and generate profits for its backers.
The collaboration with AWS builds on the prior partnership between the two companies, with OpenAI’s more open-source models already hosted on Amazon’s servers.
