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OpenAI’s $38 Billion Cloud Power Move — This Time with Amazon
2 min read OpenAI just signed a $38B, 7-year deal with Amazon Web Services, gaining access to massive Nvidia GPU power — its biggest move yet away from Microsoft. Part of a $1.4T AI infrastructure plan, Altman’s message to doubters: “If you’re worried, sell your shares.” November 05, 2025 00:31
OpenAI just inked a seven-year, $38 billion deal with Amazon Web Services — its biggest step yet toward breaking free from Microsoft’s cloud monopoly.
Here’s what’s inside the deal:
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Massive GPU Access: AWS will provide OpenAI with hundreds of thousands of Nvidia GPUs across global data centers, with full deployment expected by late 2026.
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Powering Everything OpenAI: From ChatGPT’s real-time conversations to the training of next-generation models, the infrastructure is built for flexible scaling on demand.
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Microsoft’s Grip Loosens: A contract renegotiation last week officially ended exclusivity terms with Microsoft, letting OpenAI shop for compute capacity wherever it wants.
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Part of a Bigger Vision: The AWS deal is just one piece of OpenAI’s $1.4 trillion long-term infrastructure buildout, alongside planned partnerships with Oracle, Google, Nvidia, and Broadcom.
Why it matters:
This is OpenAI doubling down on scale — again. While critics question
whether such massive spending is sustainable given OpenAI’s current
revenue, CEO Sam Altman’s response was characteristically blunt: “If you’re worried, sell your shares.”
In other words, OpenAI isn’t slowing down. It’s just building bigger — and faster — than anyone else.
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