OpenAI has finalized a contract valued at $38 billion with Amazon to utilize its cloud computing services as part of an ongoing series of strategic partnerships. This agreement is part of a broader trend in 2025, during which OpenAI has secured deals exceeding $1 trillion with companies such as Oracle, Broadcom, AMD, and Nvidia.
Under the seven-year contract, OpenAI will gain access to Nvidia’s graphics processing units, which are used to enhance the training of its artificial intelligence models. This move follows a significant organizational restructuring at OpenAI, which occurred last week. During this shift, the company transitioned from a non-profit model and altered its collaboration with Microsoft, enabling greater operational and financial flexibility.
Sam Altman, co-founder and CEO of OpenAI, emphasized the necessity for robust computational resources to effectively scale advanced AI technologies. He stated that the partnership with Amazon Web Services (AWS) reinforces the extensive computational framework required for the next phase of AI development, aiming to make sophisticated AI accessible to a wider audience.
The announcement of the partnership led to Amazon’s stock reaching an all-time high, adding approximately $140 billion to its market valuation. This financial surge highlights the increasing demand for computing power driven by the rising interest in artificial intelligence.
Since OpenAI’s series of partnerships began, there has been speculation regarding the possibility of an AI bubble. In a discussion with the BBC last month, Altman acknowledged the unprecedented nature of the investment trends while also noting that companies are experiencing rapid revenue growth.
Source: https://www.bbc.com/news/articles/cgqlzje32pjo?at_medium=RSS&at_campaign=rss