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OpenAI inks $38bn cloud deal with Amazon, diversifying away from Microsoft
OpenAI signs a $38bn multi-year AWS deal to access vast GPU capacity, reducing vendor concentration and boosting Amazon’s cloud outlook.
OpenAI announced a multi-year agreement with Amazon Web Services worth about $38 billion to secure large-scale compute and Nvidia GPU capacity across AWS data centres. The deal follows OpenAI’s recent restructuring and signals a move to diversify cloud providers after a period of heavy Azure usage. Market reaction lifted Amazon shares as investors priced in expanded cloud revenue and AI infrastructure demand. Observers say the pact gives OpenAI more vendor flexibility but also raises questions about concentrated compute spending and long-term infrastructure commitments across big-tech providers.