OpenAI signs $38B infrastructure deal with Amazon Web Service

Group 1 - OpenAI has signed a $38 billion infrastructure deal with Amazon Web Services (AWS), marking its first contract with AWS and indicating a shift away from sole reliance on Microsoft for computing resources [2][3] - Under the agreement, OpenAI will utilize existing capacity on AWS, leveraging hundreds of thousands of NVIDIA GPUs across US data centers, with plans for future expansion [2][3] - Microsoft reaffirmed its commitment to OpenAI with a $250 billion investment to continue scaling on Azure, but the AWS deal is seen as more significant in terms of strategic direction towards a multicloud future [4] Group 2 - The AWS deal is part of a broader trend where OpenAI has also signed agreements with Google and Oracle, indicating a diversification of its cloud partnerships [4] - The previous exclusive partnership with Microsoft ended recently, transitioning to a right of first refusal, which has now expired, allowing OpenAI to explore other cloud options [3]