"OpenAI isn't done securing the AI infrastructure it needs to rapidly scale agentic workloads. The ChatGPT-maker on Monday said it has reached a deal with Amazon to buy $38 billion in cloud computing services over the next seven years. OpenAI said it will immediately start using AWS compute, with all capacity targeted to be deployed before the end of 2026, with the ability to expand further into 2027 and beyond."
"The deal follows OpenAI's restructuring last week, which freed the company from having to secure Microsoft's approval to buy computing services from other firms. OpenAI's deal with Amazon is part of its larger mission to grow computing power, spending more than $1 trillion over the next decade. The company has announced new data center buildouts with Oracle, SoftBank, the United Arab Emirates, and others."
OpenAI reached a deal with Amazon to buy $38 billion in cloud computing services over the next seven years and will immediately begin using AWS compute. All contracted capacity is targeted to be deployed before the end of 2026, with options to expand into 2027 and beyond. The agreement followed a corporate restructuring that removed the need for Microsoft's approval to source compute elsewhere. OpenAI is pursuing more compute globally, planning over $1 trillion in spending this decade and announcing data center buildouts with Oracle, SoftBank, the UAE, and deals with Nvidia, AMD, and Broadcom. Some analysts warn this surge could indicate an AI investment bubble.
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