Amazon(US:AMZN) Ge Long Hui·2025-11-03 14:50Core Viewpoint - Amazon's stock surged over 5% to a record high of $256.6, reaching a market capitalization of $2.76 trillion, following a significant partnership announcement with OpenAI [1] Group 1: Partnership Details - Amazon Web Services (AWS) signed a $38 billion agreement with OpenAI to support its extensive computing needs [1] - The partnership is set for seven years, providing OpenAI with access to hundreds of thousands of NVIDIA GPUs for the development of ChatGPT [1] Group 2: Investment and Infrastructure - OpenAI plans to invest up to $1.4 trillion in infrastructure to train and operate its AI models [1] - This deal reinforces Amazon's position as a leading provider of large-scale data center networks, showcasing its capability to build and operate such infrastructures [1] Group 3: Industry Impact - The collaboration signifies OpenAI's transition from a research lab to a major player redefining the technology landscape [1] - AWS CEO Matt Garman stated that AWS's top-tier infrastructure will be a cornerstone of OpenAI's ambitions [1]