OpenAI Signs $38B Deal With Amazon for Compute

AWS to Build Server Clusters, Nvidia to Supply Chips for 7 Years David Perera (@daveperera) • November 3, 2025

Loss-making OpenAI added to a string of deals with a $38 billion commitment on Monday to using compute resources provided by Amazon Web Services.

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The artificial intelligence giant said AWS will build out server clusters using Nvidia flagship Blackwell chips for use by OpenAI over the next seven years.

Shares of Nvidia and Amazon went up during Monday morning trading, gaining roughly 3% and 5%, respectively. OpenAI, which completed a recapitalization and corporate restructuring in late October, is reportedly laying the groundwork for an initial public offering that could value the company up to $1 trillion (see: OpenAI Restructures, Nonprofit Foundation Retains Control).

The AWS deal comes just days after the firm eliminated a right of first refusal by Microsoft ...