OpenAI Inks $38B AWS Deal as ChatGPT Maker Diversifies Beyond Microsoft’s Cloud Clutches

ChatGPT’s creator is spreading its cloud computing wings. OpenAI secured a seven-year, $38B agreement with AmazonAMZN

Web Services, marking the AI startup’s first major partnership with the cloud infrastructure leader. It also signals a reduced dependence on longtime backer MicrosoftMSFT

, sending Amazon’s stock up 4% while briefly pulling Microsoft shares lower.

• OpenAI will use hundreds of thousands of NvidiaNVDA
  GPUs, including GB200 and GB300 models, with expansion planned through 2026 and beyond.
• The partnership marks a major boost for AWS, easing concerns it’s trailing in AI after 20% YoY cloud growth compared to Microsoft and GoogleGOOGL
  at 40% and 34%, respectively.

Breaking the chains: OpenAI CEO Sam Altman praised the deal, saying “scaling frontier AI requires massive, reliable compute,” as the company commits to spend roughly $1.4T across multiple providers. CEO Andy Jassy noted that AWS is “monetizing capacity as fast as we’re adding it,” with over 3.8 gigawatts deployed in the past year. For AWS, the partnership validates that its heavy infrastructure bets are paying off — especially after rival deals like Oracle’sORCL

OpenAI contract fueled talk of an AI bubble.