AIster · The agentic age · M&A & deals
OpenAI signs a $38 billion compute deal with AWS
OpenAI's first big Amazon cloud deal, days after Microsoft's veto on rivals ended
Key facts
- Date
- 3 Nov 2025
- Era
- The agentic age
- Interest
- M&A & deals
- Threads
- Compute, Labs & people
- Amount
- $38 billion over seven years
- Hardware
- NVIDIA GB200 and GB300 GPUs on Amazon EC2 UltraServers
- Timeline
- All capacity targeted for deployment before the end of 2026
OpenAI agreed to buy $38 billion of cloud computing power from Amazon Web Services over seven years, using hundreds of thousands of NVIDIA GPUs on Amazon EC2 UltraServers. The deal came a week after OpenAI's restructuring removed the need for Microsoft's approval to buy computing elsewhere. It sat alongside OpenAI's other infrastructure deals with Oracle, SoftBank, NVIDIA, AMD and Broadcom.
Sources
- Amazon, AWS and OpenAI announce multi-year strategic partnership, 2025-11-03
- TechCrunch, OpenAI and Amazon ink $38B cloud computing deal, 2025-11-03