Amazon(US:AMZN) Zhong Guo Ji Jin Bao·2025-11-03 15:36Core Insights - Amazon has signed a $38 billion agreement with OpenAI to support its substantial computing power needs through the provision of NVIDIA GPUs [4][5] - This partnership marks OpenAI's transition from a research lab to a major player in the tech industry, with a commitment of $1.4 trillion in infrastructure investment [5][6] - The deal is a testament to Amazon's capabilities in building and operating large-scale data center networks, reinforcing its position in the AI landscape [5][6] Agreement Details - The seven-year agreement will allow OpenAI to utilize hundreds of thousands of NVIDIA GPUs, with all targeted capacity to be delivered by the end of 2026 [4][6] - Amazon will deploy NVIDIA's GB200 and GB300 AI accelerators in clusters to assist in generating responses for ChatGPT and training future models [6] - OpenAI's CEO emphasized the need for vast and reliable computing power to advance frontier AI, highlighting the collaboration's role in powering the next generation of AI [6] Market Reaction - Following the announcement, Amazon's stock surged by 5% in pre-market trading and maintained its upward trend after the market opened, contributing to a nearly 1% increase in the Nasdaq index [6]