Zhong Guo Jing Ying Bao·2025-11-04 07:06Core Insights - Amazon Web Services (AWS) and OpenAI have announced a strategic partnership worth $38 billion over seven years, aimed at providing large-scale cloud computing power and infrastructure support for OpenAI's core model training and online inference [1][2] - This collaboration is seen as a critical move for OpenAI to reduce its dependency on Microsoft, as it previously relied heavily on Microsoft Azure for computing power [2][3] - The deal is expected to account for approximately 5% to 7% of AWS's revenue over the next seven years, indicating AWS's commitment to AI infrastructure [3] Company Analysis - OpenAI has immediately activated tens of thousands of NVIDIA's latest GB200/GB300 series GPUs through AWS, with the capability to scale up to millions of CPUs [1] - AWS has developed a new architecture AI cluster to support dynamic resource allocation for training and inference tasks, particularly for "Agentic" research [1] - The infrastructure is projected to be fully deployed by the end of 2026, with plans for expansion in 2027 and beyond to accommodate future growth [1][3] Industry Implications - This partnership is expected to intensify competition among cloud service providers in the AI computing space, pushing the global AI arms race to new heights [3] - The collaboration will enhance the computing ecosystem, laying the groundwork for next-generation intelligent technologies [2] - Following the announcement, Amazon's stock price saw a significant increase, marking its best two-day gain in nearly two years [2]