Sou Hu Cai Jing·2025-11-04 01:23Core Insights - OpenAI has signed a $38 billion agreement with Amazon Web Services (AWS) for computing resources, marking its first collaboration with a leading cloud infrastructure provider and reducing its reliance on Microsoft [2][3] - The partnership will initially utilize hundreds of thousands of NVIDIA GPUs in the U.S. and plans to scale up computing power in the coming years [2] - OpenAI's CEO, Sam Altman, emphasized that this collaboration will strengthen the computing ecosystem necessary for the next era of artificial intelligence [3] Group 1: Agreement Details - The first phase of the agreement will leverage existing AWS data centers, with plans for AWS to build additional dedicated facilities for OpenAI [2] - OpenAI will continue to invest significantly in Microsoft, committing to purchase an additional $250 billion in Microsoft Azure cloud services [4] - The collaboration is seen as a strategic move for OpenAI to diversify its cloud service partnerships and enhance its operational independence [8] Group 2: Market Context - AWS reported over 20% year-on-year revenue growth, surpassing analyst expectations, although Microsoft and Google’s cloud services are growing faster at 40% and 34% respectively [4] - OpenAI has also established partnerships with other major cloud providers, including Oracle and Google, but AWS remains the largest in market share [3] - The agreement with AWS is part of OpenAI's broader strategy to prepare for a potential public offering, showcasing its operational maturity and independence [8] Group 3: Technical Aspects - The initial phase of the agreement will utilize NVIDIA's Blackwell series chips, with potential for incorporating more chip types in the future [5] - The infrastructure will support both inference tasks, such as real-time responses for ChatGPT, and training for next-generation models [5] - OpenAI's models are now accessible through AWS's Bedrock service, which allows various companies to utilize these models for diverse applications [7]