Amazon signed a $38 billion multi-year agreement with OpenAI to access Nvidia AI chips, strengthening its cloud computing and AI infrastructure capabilities. The deal positions Amazon ahead in the AI arms race, enabling faster deployment of machine learning models and high-performance computing solutions. Analysts anticipate enhanced AI-powered services, improved data processing speeds, and increased competitiveness against other cloud providers. Investors view this as a strategic move to capture the growing demand for AI cloud solutions globally. The partnership emphasizes the critical role of hardware in AI adoption and enterprise applications.