Technology

OpenAI signs 38 billion deal with Amazon

A seven-year deal that will grant Sam Altman's company access to hundreds of thousands of Nvidia graphics units

by Biagio Simonetta

3 November 2025

OpenAI, sigla accordo da 38 mld usd con Amazon per potenza calcolo

3' min read

Translated by AI

Versione italiana

3' min read

Translated by AI

Versione italiana

More billion-dollar deals, more OpenAI at the centre. The buzz around ChatGPT's parent company does not stop. And after a few days ago the deal with Microsoft was announced, the $38 billion deal with Amazon has just been signed. More specifically with Amazon Web Service, the cloud division of the giant led by Andy Jassy.

More computing power from Amazon's cloud

Amazon will, in fact, provide computing power to OpenAI's algorithms. And what has been put down in black and white is a seven-year agreement that will grant Sam Altman's company access to hundreds of thousands of graphics units Nvidia, crucial for training and executing artificial intelligence models such as ChatGPT.

Looking at it, this deal looks like it could be a turning point for both companies. For OpenAI, for instance, it marks a further step in the transformation from research lab to industrial powerhouse capable of rewriting the global technological balance. According to internal estimates reported by Bloomberg, the company has already planned $1.4 trillion in infrastructure investments, an unprecedented commitment that fuels fears of a possible bubble in the AI sector.

For Amazon, on the other hand, it is an expected consecration. Until now, AWS had remained rather on the fringes of the partnership with OpenAI, which had mainly relied on Microsoft as its exclusive cloud partner. With this arrangement, Amazon shows that it can return to the leading role in the new season of artificial intelligence, offering computing capabilities on a planetary scale.

"As OpenAI continues to push the boundaries of what is possible, AWS's infrastructure will serve as the backbone of its ambitions," said AWS CEO Matt Garman.

All hunting for understandings with OpenAI

It has to be said that today, the thriving cloud market - dominated by a few big players - has become the battleground for securing a partnership with OpenAI. Microsoft, the startup's first investor and historical supplier, has signed a new $250 billion commitment. Oracle has signed a $300 billion contract to provide dedicated data centres, while Google Cloud, which already feeds into ChatGPT, is among the technical partners.

Completing the mosaic, it should be remembered, is CoreWeave, an emerging company specialising in AI infrastructure, with which OpenAI has a $22.4 billion agreement.

Ergo: the table is so laid that there is room for everyone.

The agreement with Amazon foresees that OpenAI will start using the computing power of AWS immediately, with full operational capacity expected by the end of 2026. The clusters installed will be based on the new Nvidia GB200 and GB300 accelerators, which are designed to handle huge computational loads: they will be used both to generate real-time responses on ChatGPT, and to train subsequent models.

"Scaling the artificial intelligence frontier requires massive and reliable computing power," commented Sam Altman. "Partnering with AWS strengthens the large-scale computing ecosystem that will power the next era of artificial intelligence and bring these advanced technologies to everyone."

Amazon plays on multiple tables

It has to be said, however, that Amazon is playing on several tables. Meanwhile, it is also consolidating its position in the field of competing models: it is in fact one of the main investors in Anthropic, the start-up founded by former OpenAI members and considered among the most promising rivals. Just last week, AWS announced that a data centre complex dedicated to Anthropic, equipped with hundreds of thousands of in-house designed Trainium2 chips, is fully operational. Google, for its part, has announced that it will supply up to one million customised AI chips to Anthropic, with an estimated value of tens of billions of dollars.

Biagio SimonettaRedattore
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Lingue parlate: italiano, inglese
Argomenti: Finanza, Fintech, Silicon Valley, Tecnologia
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