Amazon(US:AMZN) Sou Hu Cai Jing·2025-11-04 07:18Core Insights - Amazon Web Services (AWS) and OpenAI have announced a seven-year strategic partnership valued at up to $38 billion, aimed at providing cloud infrastructure for OpenAI's AI workloads [1][2] - The collaboration will grant OpenAI access to AWS's extensive computing resources, including hundreds of thousands of advanced NVIDIA GPUs, with the potential to scale to tens of millions to meet the growing demand for AI workloads [1] - This partnership solidifies AWS's position in the AI infrastructure space and provides OpenAI with robust computational support, benefiting millions of users globally from products like ChatGPT [3] Group 1 - The partnership combines AWS's leading cloud infrastructure capabilities with OpenAI's breakthrough technology in generative AI [2] - OpenAI's CEO, Sam Altman, emphasized the need for large-scale, reliable computing to advance frontier artificial intelligence, highlighting the importance of the collaboration in enhancing the computing ecosystem [2] - AWS has extensive experience in securely and reliably operating large-scale AI infrastructure, with a chip cluster scale exceeding 500,000 [1]