Zhong Guo Jing Ying Bao·2025-11-04 06:58Core Insights - Amazon Web Services (AWS) and OpenAI have announced a strategic partnership worth $38 billion over seven years to provide cloud computing resources for OpenAI's large model training and online inference [1][2] - The collaboration aims to enhance the computational ecosystem for next-generation intelligent technologies, with AWS providing significant infrastructure support [1] Group 1: Partnership Details - The agreement allows OpenAI to utilize hundreds of thousands of NVIDIA's latest GB200/GB300 series GPUs, with the capability to scale up to millions of CPUs [1] - AWS has developed a new AI cluster architecture to facilitate dynamic resource allocation for training and inference tasks, particularly benefiting "Agentic" research [1] - The infrastructure deployment is expected to be completed by the end of 2026, with plans for expansion in 2027 and beyond to accommodate future growth [1] Group 2: Industry Implications - This partnership is seen as a strategic move for OpenAI to reduce its reliance on Microsoft, as it previously depended heavily on Microsoft Azure for computing power [2] - The $38 billion deal represents approximately 5% to 7% of AWS's projected revenue over the next seven years, indicating a strong commitment to AI infrastructure [2] - The collaboration is expected to intensify competition among cloud service providers in the AI computing space, elevating the global AI arms race [2]