Amazon Web Services has signed a $38 billion agreement with OpenAI to provide computing power support for this large language modeling company. After the announcement, Amazon’s stock price rose sharply.
According to the agreement announced on Monday, OpenAI, the developer of ChatGPT, will pay fees to Amazon Web Services (AWS) under a seven-year contract framework to obtain the right to use hundreds of thousands of Nvidia graphics processing units.
This arrangement once again demonstrates that OpenAI is transforming from a research laboratory to an artificial intelligence giant reshaping the entire technology industry. The company has committed to invest 1.4 trillion dollars in infrastructure construction to build and run its AI model. This unprecedented investment scale has triggered the market’s concern about the investment foam.
For Amazon, which faces challenges in the competition of the AI era, this agreement proves its ability to build and operate large-scale data center networks. AWS CEO Matt Garman stated in a statement, “As OpenAI continues to push the boundaries of possibilities, AWS’s top-level infrastructure will provide solid support for their AI ambitions. “
When the New York market opened on Monday, Amazon’s stock price rose 4.5% to $255.29, and Nvidia’s stock price rose 3.3% to $209.20.
Amazon is the world’s largest cloud computing service provider. But until Monday, AWS was an exception, seeing almost all other important cloud computing companies in the United States join the ranks of building or transforming data centers for OpenAI.
Microsoft, as OpenAI’s largest investor and previous exclusive cloud computing provider, recently announced that OpenAI has committed to investing approximately $250 billion in its Azure cloud services division. Oracle has signed a $300 billion agreement with OpenAI to provide data center services. Earlier this year, OpenAI also revealed that Google Cloud Platform, owned by Alphabet, is also one of the companies providing computing power for ChatGPT. This startup has also signed a $22.4 billion agreement with emerging cloud service provider CoreWeave, which is a leading enterprise in the “New Emerging Cloud” that provides services to AI developers.
Bloomberg think tank analysts Anurag Rana and Andrew Girard wrote in their report predicting such agreements last week: “Adding AWS as a key cloud service provider can alleviate some pressure for OpenAI, especially as it continues to outsource more contracts to emerging cloud providers like CoreWeave that are much smaller in scale than AWS. They stated that considering AWS’s global data center network, it can also help OpenAI expand its international business.
According to the agreement announced on Monday, OpenAI will immediately begin using AWS’s computing power, with all target capacity to be provided by the end of 2026 and the option to expand cooperation with AWS in subsequent years. Amazon will deploy hundreds of thousands of chips, including Nvidia’s GB200 and GB300 AI accelerators, to form a cluster to help ChatGPT respond to user prompts or train next-generation models.
OpenAI CEO Sam Ultraman stated in a statement that “scaling cutting-edge AI requires large-scale, reliable computing power. Our partnership with AWS will strengthen the support for a broad computing ecosystem in the next era, bringing advanced AI to everyone“
Amazon is also one of the biggest supporters of Anthropic, an AI developer founded by former OpenAI employees. This Seattle based company announced last week that the data center complex built for the startup has been put into operation, driven by hundreds of thousands of AWS self-developed Trainium2 AI chips. Last month, Google announced that it would supply up to one million dedicated AI chips to Anthropic, a deal worth billions of dollars.
Q&A
Q1: What is the specific content of the agreement signed between Amazon and OpenAI?
A: Amazon Web Services (AWS) has signed a $38 billion, seven-year agreement with OpenAI. According to the agreement, OpenAI will acquire the right to use hundreds of thousands of NVIDIA graphics processing units, including GB200 and GB300 AI accelerators, for ChatGPT response processing and next-generation model training. All target capacities will be provided and completed by the end of 2026.
Q2: What does this agreement mean for Amazon?
A: This agreement is of great significance to Amazon, which faces challenges in the competition of the AI era, demonstrating its ability to build and operate large-scale data center networks. After the agreement was announced, Amazon’s stock price rose by 4.5%. AWS can also help OpenAI expand its international business by leveraging its global data center network advantages.
Q3: Why does OpenAI collaborate with multiple cloud service providers?
A: OpenAI has committed to investing $1.4 trillion in infrastructure to support its AI models, which require large-scale and reliable computing power. In addition to the $38 billion agreement with Amazon, OpenAI has also signed a $250 billion agreement with Microsoft Azure, a $300 billion agreement with Oracle, and a $22.4 billion agreement with CoreWeave. Diversified cooperation can alleviate computing pressure.
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