对于在AI时代一路追赶的亚马逊而言，这笔交易是对其构建并运营超大规模数据中心网络能力的背书。AWS首席执行官马特·加尔曼在声明中表示："随着 OpenAI不断突破可能性的边界，AWS一流的基础设施将成为其AI宏图的支柱。" OpenAI的最大投资者、此前其独家云供应商微软最近宣布，OpenAI将在其Azure云上新增约2500亿美元的开支承诺。甲骨文则与OpenAI签下 3000亿美元 的数据中心协议，而OpenAI今年早些时候披露，谷歌母公司 Alphabet的Google Cloud Platform也在为ChatGPT提供算力支持。 11月3日晚间，亚马逊公司的云计算部门已签署一份价值380亿美元的协议，为OpenAI近乎"无底洞"的算力需求提供支持。 两家公司周一宣布，根据一项为期七年的协议，Amazon Web Services（AWS）将向 OpenAI 提供数十万块英伟达（Nvidia）图形处理器（GPU）的使用 权。 这一安排再次表明，OpenAI正在从一家研究实验室转型为重塑科技行业的人工智能巨头。该公司已承诺为其AI模型的建设与运行投入1.4万亿美元的基础 设施资金，这一前所未有的"豪掷" ...

OpenAI与亚马逊AWS签署380亿美元、为期七年的算力协议，将使用数十万颗英伟达GPU，并可在未来扩容合作，亚马逊股价早盘一度大涨6%，英伟 达一度涨3%。OpenAI将立即启用AWS算力，并计划在2026年底前全面落地。此举被视为OpenAI加速摆脱对微软依赖的关键一步，也为其未来上市铺 路。这笔合作也被视为亚马逊在前沿AI算力市场上取得的重要突破，强化其在云计算领域的竞争力。 OpenAI将立即开始使用AWS的算力，所有目标产能将在2026年底前投入使用，并可在未来几年选择扩大与AWS的合作。协议的第一阶段将使用AWS现 有的数据中心，亚马逊未来也会为OpenAI额外建设新的基础设施。 AWS的计算与机器学习服务副总裁Dave Brown在媒体采访中表示： "这是完全独立的算力容量。部分容量已经可用，OpenAI正在使用这些资源。" 媒体分析称，这项协议显示OpenAI正从一家研究实验室转型为重新塑造科技行业的人工智能巨头。该公司已承诺投入1.4万亿美元用于建设和运行其人 工智能模型所需的基础设施，这种前所未有的投入狂潮，引发外界对投资泡沫的担忧。 周一早盘，亚马逊股价跃升约6%，涨幅后收窄至4.4% ...

🔥 LATEST: OpenAI inks a $38 billion, seven-year partnership with Amazon’s AWS for cloud infrastructure and GPUs. https://t.co/6mwxlZWgBx ...

Core Insights - Amazon Web Services (AWS) and OpenAI have entered into a multi-year strategic partnership worth up to $38 billion, aimed at providing infrastructure support for core AI workloads [1][2] - OpenAI will immediately utilize AWS's computing resources, including hundreds of thousands of NVIDIA GPUs, to support various AI tasks, with full deployment expected by the end of 2026 [1] - The collaboration enhances OpenAI's operational efficiency and scalability for its AI workloads, particularly in model training and inference [1][2] Company Summaries - AWS will provide a newly designed AI computing cluster optimized for data center network bandwidth and GPU interconnect efficiency, enabling flexible resource scheduling for OpenAI [1] - OpenAI's CEO, Sam Altman, emphasized the importance of stable and efficient computing support for breakthroughs in frontier AI, while AWS's CEO, Matt Garman, highlighted AWS's experience in large-scale AI infrastructure [2] - This partnership continues the previous collaboration between AWS and OpenAI, where OpenAI's open-source models were made available on AWS's Bedrock platform, enhancing service offerings for enterprise clients [2] Industry Implications - The partnership signifies a major win for AWS in the global AI infrastructure competition and indicates OpenAI's further expansion under a multi-cloud strategy, strengthening its long-term computing capabilities in the generative AI sector [2]

OpenAI isn't done securing the AI infrastructure it needs to rapidly scale agentic workloads. The ChatGPT-maker on Monday said it has reached a deal with Amazon to buy $38 billion in cloud computing services over the next seven years. https://t.co/XXM6Ux4q39 ...

Core Insights - OpenAI has entered into a $38 billion multiyear partnership with AWS to enhance its cloud infrastructure for advanced AI workloads [8] - The partnership follows a significant restructuring at OpenAI, allowing for greater flexibility in compute procurement and reflecting rising demand for AI and cloud services [3][4] - AWS reported a 20% year-over-year revenue increase to $33 billion in Q3, with AI being a key growth driver [6] Industry Trends - Enterprise spending on cloud infrastructure rose by $7.5 billion in Q3 2025, marking a 28% year-over-year growth, largely driven by generative AI [4] - The deal signifies the increasing capital intensity of AI, with cloud and chip partnerships becoming essential for AI model providers [5] - The rising compute demand is expected to foster a multicloud environment, enhancing collaboration between cloud companies and AI providers [7]

Core Insights - OpenAI has secured a $38 billion deal with Amazon for cloud computing services over the next seven years, aimed at scaling its AI infrastructure [1] - The company plans to deploy all capacity from AWS by the end of 2026, with potential expansion into 2027 and beyond [1] - This agreement follows OpenAI's recent restructuring, which allows it to procure computing services from various providers without needing Microsoft's approval [2] Investment Strategy - OpenAI's deal with Amazon is part of a broader strategy to enhance its computing power, with plans to invest over $1 trillion in the next decade [2] - The company is also collaborating with other tech firms, including Oracle, SoftBank, and the United Arab Emirates, for new data center buildouts [2] - OpenAI has established partnerships with chipmakers such as Nvidia, AMD, and Broadcom to support its growth [2] Industry Perspective - Analysts express concerns that the significant investments from OpenAI and other tech companies may indicate the onset of an AI bubble, characterized by substantial spending on unproven technologies without clear returns [3]

When OpenAI announced last week the end of its drawn-out corporate restructuring, one of the freedoms the company had managed to negotiate for itself was the ability to more easily sign cloud contracts with Microsoft’s competitors. With the new agreement in place, the company waived its first right of refusal to be OpenAI’s compute provider. OpenAI is wasting no time taking advantage of that freedom. On Monday, Amazon announced a new multi-year, $38 billion cloud partnership with OpenAI. “Starting immedia ...

And there is breaking news on another multibillion dollar deal because it's Monday. That's when all of the M&A happens. Amazon's cloud unit and OPENAI announcing a $38 billion deal in artificial intelligence.This allows Openai to run its AI workloads on a website that supports Amazon's cloud business. RWC infrastructure starting immediately. And Bloomberg Tech co-host Caroline Hyde joins us now to walk us through this sea of deals.But let's focus first on us, Carol, and what do we know about billions, a nic ...

Core Insights - Amazon's cloud unit and OpenAI have announced a $38 billion deal focused on artificial intelligence, allowing OpenAI to run its AI workloads on Amazon's cloud infrastructure [1] - This deal is part of a broader competitive landscape in cloud computing, with Oracle also making significant commitments, highlighting the intense competition among major players [2][3] - Amazon's recent financial performance shows a 20% year-on-year growth in the U.S., indicating a strong recovery and capability to support extensive computational needs [3] Company and Industry Summary - The partnership between Amazon and OpenAI marks the beginning of a seven-year relationship, with plans to have the necessary computing resources operational by the end of 2026, suggesting potential for future growth in the deal's value [4] - OpenAI's increasing reliance on cloud computing resources from multiple providers, including Amazon and Oracle, underscores the growing demand for computational power in AI development [3][4] - Amazon's expertise in managing large data centers positions it as a key player in the cloud computing sector, capable of providing millions of CPUs to support OpenAI's ongoing computational requirements [4]