ConfirmedCapacity commitment
OpenAI buys from AWS
OpenAI signed a $38 billion, seven-year agreement giving it access to AWS infrastructure comprising hundreds of thousands of NVIDIA GPUs for training and inference — its first major cloud deal with Amazon, enabled by the end of Microsoft's right of first refusal.
- Buyer
- OpenAI
- Seller
- AWS
- Announced
- Nov 2025
- Headline value
- $38B
- Type
- Capacity commitment
- Term
- 7 years
- Hardware
- Hundreds of thousands of NVIDIA GPUs (GB200/GB300 via EC2 UltraServers)
Sources
More OpenAI deals
- AWS · Feb 2026$100B
- Cerebras · Jan 2026over $20B
- Microsoft Azure · Oct 2025$250B
- Oracle · Sep 2025$300B (reported)
- CoreWeave · Mar 2025up to $22.4B
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