OpenAI Signs $38 Billion, Seven-Year AWS Pact for Nvidia GPU Capacity

Overview

• Amazon Web Services will provide hundreds of thousands of Nvidia GPUs, including GB200 and GB300 accelerators, with full contracted capacity due by the end of 2026.
• OpenAI gains immediate access to AWS data centers to both serve ChatGPT traffic and train next‑generation models, according to the companies.
• Shares of Amazon rose roughly 5–6% after the announcement, while Nvidia gained several percent in early trading.
• The agreement slots into OpenAI’s multi‑cloud sourcing, alongside sizable arrangements with Microsoft Azure, Oracle, Google Cloud and CoreWeave.
• Recent disclosures place OpenAI’s broader infrastructure commitments near $1.4 trillion, with analysts noting power needs on the order of 30 gigawatts for planned data‑center buildouts.