智通财经网·2025-11-03 14:33Core Viewpoint - Amazon's cloud service division, Amazon Web Services (AWS), has entered into a significant seven-year agreement with OpenAI, valued at up to $38 billion, to supply high-end AI accelerator chips from NVIDIA [1] Group 1: Agreement Details - The agreement will provide OpenAI with hundreds of thousands of NVIDIA AI accelerator chips [1] - OpenAI will begin utilizing AWS's computing resources immediately, with all chips scheduled for delivery by the end of 2026 [1] - The chip models included in the agreement are 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] Group 2: Market Reaction - Following the announcement, Amazon's stock price rose over 4.5% in pre-market trading [1] - NVIDIA's stock price also saw an increase of more than 2.5% [1]