Amazon(US:AMZN) Sou Hu Cai Jing·2025-11-03 14:53Core Insights - Amazon and OpenAI have announced a multi-year collaboration agreement worth approximately $38 billion, where OpenAI will access significant computing resources through AWS [1] - Following the announcement, Amazon's stock rose by as much as 5.68% in pre-market trading, while NVIDIA's stock also saw an increase of up to 3% [2][3] Group 1: Contract Details - OpenAI will utilize AWS's EC2 UltraServers, hundreds of thousands of NVIDIA GPUs, and scalable resources up to tens of millions of CPUs, with deployment expected to be completed by the end of 2026 [1] - The collaboration indicates a shift from traditional cloud resource rental to a model of pre-commitment and pre-construction, reflecting anticipated growth in AI model scale and usage frequency [6][7] Group 2: Industry Trends - The partnership highlights three key trends: the emergence of an unprecedented "computing power consumption" era in AI, the evolution of cloud service providers from resource suppliers to strategic infrastructure builders, and the close integration of model developers with infrastructure providers [6] - AWS is positioning itself as a critical player in the AI ecosystem, akin to an "electric grid company" for AI, where control over computing power, data flow, and network access will determine future industry leadership [6][7]