Core Insights - Amazon CEO Andy Jassy indicated the potential for significant deals, with the recent $38 billion partnership with OpenAI serving as a confirmation of this strategy [1] Company Developments - The partnership with OpenAI is valued at $38 billion, highlighting Amazon's commitment to expanding its influence in the AI sector [1]

Core Insights - Amazon's stock increased approximately 5% following the announcement of a $38 billion deal with OpenAI for access to Nvidia's AI chips through its cloud infrastructure [1][7] - OpenAI will utilize Nvidia's GPUs within Amazon's AI servers, starting immediately and scaling to full capacity by the end of 2026 [2] - OpenAI has multiple significant agreements with other companies, including a $300 billion deal with Oracle and over $22 billion with CoreWeave, raising concerns about potential market bubbles and overstated AI demand [3] Financial Implications - OpenAI's projected costs are expected to exceed $1 trillion by the end of the decade, while its revenue is significantly lower, raising questions about its ability to meet infrastructure commitments [4] - OpenAI is preparing for an IPO that could value the company at $1 trillion, following a new agreement with Microsoft to transition into a for-profit public benefit corporation [5] Competitive Landscape - Amazon's recent third-quarter earnings exceeded analyst expectations, contributing to a record high stock price [6] - AWS has completed a major AI data center project and plans to provide one million custom AI chips to OpenAI's competitor, Anthropic, by the end of 2025 [6]

11月3日消息，亚马逊与OpenAI公布一项约380亿美元多年度合作协议。 根据合同，OpenAI将通过AWS获取大量算力资源：EC2 UltraServers、数十万NVIDIA GPU、可扩展至数千万CPU，同时AWS表示相关部署计 划将在2026年底完成，并可持续至更远未来。 合作消息发布后， 亚马逊盘前最高上涨5.68%，英伟达股价也扩大涨幅，涨幅高达3%。 | US 亚马逊(AMZN) | | | | | | --- | --- | --- | --- | --- | | 盘前交易 11/03 09:14:38 EST | | | | | | 4 +21.36 (+9.58%) | | | | | | 最高 | 250.50 | 今开 | 250.10 | 成交量 1.66亿 | | 最低 | 243.98 | 昨收 | 222.86 | 成交额 411.5亿 | | 换手率(1) | 1.72% | 市盈率TM | 34.51 | 总市值450 2.61万亿 | | 振幅 | 2.93% | 市盈率LYR | 43.17 | 流通市值 2.36万亿 | | 52周最高 | 250.50 | 市净率 ...

亚马逊(AMZN.US)盘初大涨超5%，报256.6美元创历史新高，市值达2.76万亿美元。 消息上，亚马逊旗下的云计算部门AWS与OpenAI签署了380亿美元协议，为OpenAI几乎"无底洞"般的计算需求提供部分支持。公告显示， 这项合作为期七年，AWS将为ChatGPT的开发者提供数十万块英伟达图形处理器的使用权。这项安排标志着OpenAI正从一个研究实验室转 变为重新定义科技行业格局的AI巨头。 据悉，该公司计划在基础设施建设上投入高达1.4万亿美元，用于训练和运行其人工智能模型。全球最大的"租赁计算能力"提供商，对于亚 马逊而言，这笔交易意味着一个强有力的认可：它依然具备构建和运营超大规模数据中心网络的能力。AWS首席执行官马特·加曼表 示："AWS的顶级基础设施将成为OpenAI雄心的中坚力量。" ...

Core Insights - OpenAI has signed a $38 billion agreement with Amazon Web Services (AWS) for computing resources, marking its first partnership with a leading cloud infrastructure provider and signaling a reduced reliance on Microsoft [1] - The deal allows OpenAI to utilize existing AWS data centers and will expand its computing capacity over the coming years, with immediate deployment of workloads on tens of thousands of NVIDIA GPUs [1][2] - This partnership is strategically significant for AWS as it aims to benefit from the competitive landscape of AI computing [1][3] Group 1: OpenAI's Partnerships and Market Position - OpenAI has recently signed agreements with major companies including NVIDIA, Broadcom, Oracle, and Google, totaling approximately $1.4 trillion, raising concerns about potential AI bubble risks [2] - Prior to this, OpenAI had an exclusive cloud partnership with Microsoft, which invested a total of $13 billion since 2019, but has shifted to a model where it retains priority purchasing rights [2] - OpenAI's CEO, Sam Altman, emphasized the need for substantial and reliable computing power for the scaling of advanced AI technologies [2] Group 2: AWS's Strategic Importance - The agreement is crucial for AWS not only due to its size but also because of its existing ties with OpenAI's competitor, Anthropic, which has received significant investment from Amazon [3] - AWS reported over 20% year-on-year revenue growth, although its growth rate is slower compared to Microsoft and Google, which achieved 40% and 34% respectively [3] Group 3: Future Developments and IPO Considerations - The current agreement specifies the use of NVIDIA chips, with potential for future inclusion of Amazon's custom Trainium chips, which are already in use by Anthropic [4][5] - OpenAI plans to scale its computing resources through AWS over the next seven years, with the potential for further expansion beyond 2026 [5] - The partnership with AWS is seen as a step towards OpenAI's preparation for an eventual IPO, indicating a move towards greater independence and operational maturity [5][6]

"扩展前沿人工智能需要大规模、可靠的计算，"OpenAI联合创始人兼首席执行官SamAltman 说。"我们与AWS的合作加强了广泛的计算生态系统，这将为下一个时代提供动力，并为每个 人带来先进的人工智能。" 今天 ，亚马逊网络服务（AWS）和OpenAI宣布建立多年战略合作伙伴关系，提供AWS世界一流的 基础设施，以立即开始运行和扩展OpenAI的核心人工智能（AI）工作负载。 根据这项价值380亿 美元的新协议，该协议将在未来七年内持续增长，OpenAI正在访问包含数十万个最先进的 NVIDIAGPU的AWS计算，并能够扩展到数千万个CPU以快速扩展代理工作负载。 AWS在安 全、可靠和大规模运行大规模AI基础设施方面拥有非凡的经验，集群芯片超过500K。AWS在云基础 设施方面的领先地位与OpenAI在生成式AI方面的开创性进步相结合，将帮助数百万用户继续从 ChatGPT中获得价值。 ...

Core Insights - Amazon's stock price rose over 4.5% in pre-market trading, while Nvidia's stock increased by more than 2.5% following the announcement of a significant partnership between Amazon Web Services (AWS) and OpenAI [1] Group 1: Partnership Details - AWS has entered into a seven-year agreement with OpenAI, valued at up to $38 billion, to supply computing power [1] - OpenAI will begin utilizing AWS's computing resources immediately, with the delivery of Nvidia's high-end AI accelerator chips expected to be completed by the end of 2026 [1] - The agreement includes options for future expansion and involves the deployment of Nvidia's latest GB200 and GB300 AI accelerators, which will support the response generation of ChatGPT and the training of next-generation large models [1]

Core Viewpoint - Amazon's cloud service division, Amazon Web Services (AWS), has entered into a significant seven-year agreement with OpenAI, valued at up to $38 billion, to supply high-end AI accelerator chips from NVIDIA [1] Group 1: Agreement Details - The agreement will provide OpenAI with hundreds of thousands of NVIDIA AI accelerator chips [1] - OpenAI will begin utilizing AWS's computing resources immediately, with all chips scheduled for delivery by the end of 2026 [1] - The chip models included in the agreement are NVIDIA's latest GB200 and GB300 AI accelerators, which will support the response generation of ChatGPT and the training of next-generation large models [1] Group 2: Market Reaction - Following the announcement, Amazon's stock price rose over 4.5% in pre-market trading [1] - NVIDIA's stock price also saw an increase of more than 2.5% [1]

SEATTLE (AP) — OpenAI and Amazon have signed a $38 billion deal that enables the ChatGPT maker to run its artificial intelligence systems on Amazon's data centers in the U.S. OpenAI will be able to power its AI tools using “hundreds of thousands” of Nvidia's specialized AI chips through Amazon Web Services as part of the deal announced Monday. Amazon shares increased 4% after the announcement. The agreement comes less than a week after OpenAI altered its partnership with its longtime backer Microsoft, w ...

Core Insights - OpenAI has entered into a $38 billion (approximately 270.73 billion RMB) computing power procurement agreement with Amazon Web Services (AWS), marking its first collaboration with a global cloud infrastructure leader and reducing its reliance on Microsoft [1][3][4] - The partnership will initially utilize hundreds of thousands of Nvidia GPUs deployed in the U.S. and plans to expand computing capacity in the coming years [3] - OpenAI has announced a total of approximately $140 billion (around 997 trillion RMB) in infrastructure investment agreements with various companies, raising concerns about a potential AI bubble and resource availability in the U.S. [3] OpenAI and AWS Collaboration - OpenAI will begin running workloads on AWS infrastructure immediately, with the first phase leveraging existing data center facilities [3] - AWS will build additional infrastructure specifically for OpenAI in the future, and the collaboration is expected to enhance the overall computing ecosystem for advanced AI technologies [4][5] - OpenAI's CEO, Sam Altman, emphasized the need for massive and reliable computing power to support the scaling of frontier AI [4] Impact on Amazon - The agreement is strategically significant for Amazon, especially as AWS has invested billions in OpenAI's competitor, Anthropic [5] - AWS reported over 20% year-on-year revenue growth, surpassing analyst expectations, although Microsoft and Google Cloud's growth rates were higher at 40% and 34%, respectively [5] - The deal specifies the use of Nvidia chips, with potential future inclusion of Amazon's own Trainium chips for cost-effective options [5][6] Future Prospects - OpenAI has committed to purchasing an additional $250 billion (approximately 1.78 trillion RMB) worth of Azure cloud services from Microsoft, indicating continued collaboration despite the new partnership with AWS [4] - The infrastructure will support both inference tasks and training of next-generation models, with flexibility for OpenAI to expand its collaboration with AWS over the next seven years [6] - The partnership is seen as a crucial step towards OpenAI's potential IPO, signaling its operational independence and mature business structure [6][7]