CNBC November 3, 2025
Key Points
– OpenAI has signed a $38 billion deal with Amazon Web Services, and will immediately start accessing Nvidia’s graphics processing units.
– It’s one of OpenAI’s biggest moves away from Microsoft, which was the company’s exclusive cloud provider until earlier this year.
– The partnership gives OpenAI the flexibility to scale infrastructure through 2026 and beyond.
OpenAI has signed a deal to buy $38 billion worth of capacity from Amazon Web Services, its first contract with the leader in cloud infrastructure and the latest sign that the $500 billion artificial intelligence startup is no longer reliant on Microsoft.
Under the agreement announced on Monday, OpenAI will immediately begin running workloads on AWS infrastructure, tapping hundreds of thousands of...
Today's Sponsors
Today's Sponsor