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AWS斩获OpenAI 380亿美元算力大单 亚马逊(AMZN.US)盘前涨超4.5%
Zhi Tong Cai Jing·2025-11-03 14:33

Core Insights - Amazon's stock price rose over 4.5% in pre-market trading, while Nvidia's stock increased by more than 2.5% following the announcement of a significant partnership between Amazon Web Services (AWS) and OpenAI [1] Group 1: Partnership Details - AWS has entered into a seven-year agreement with OpenAI, valued at up to $38 billion, to supply computing power [1] - OpenAI will begin utilizing AWS's computing resources immediately, with the delivery of Nvidia's high-end AI accelerator chips expected to be completed by the end of 2026 [1] - The agreement includes options for future expansion and involves the deployment of Nvidia's latest GB200 and GB300 AI accelerators, which will support the response generation of ChatGPT and the training of next-generation large models [1]