OpenAI announced a multi‑year cloud partnership with Amazon Web Services valued at $38 billion, ending its exclusive reliance on Microsoft’s Azure. The agreement grants AWS access to thousands of NVIDIA GB200 and GB300 GPUs for training and inference of OpenAI’s next‑generation models, with deployment slated for completion by the end of 2026 and options to extend into 2027. The move follows OpenAI’s recent corporate restructuring, which gave it the freedom to negotiate with competitors, and is expected to support millions of ChatGPT users while complementing OpenAI’s existing $12 billion annual revenue stream and its $250 billion Azure commitment.
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