Amazon Jumps After OpenAI Signs $38B AWS Partnership

OpenAI signed a $38 billion, seven-year partnership with Amazon Web Services, a move that immediately broadened the ChatGPT maker’s cloud footprint and sent Amazon’s stock higher on November 3, 2025.

What Happened

OpenAI and AWS announced a multi‑year deal that lets OpenAI run and scale core AI workloads on Amazon’s cloud beginning right away. The agreement includes access to “hundreds of thousands” of Nvidia GPUs on Amazon EC2 UltraServers and the ability to scale to tens of millions of CPUs for training, inference, and emerging agentic workloads. The companies said initial capacity will be deployed quickly, with all targeted capacity online by the end of 2026 and flexibility to expand into 2027 and beyond. Capacity is targeted to be fully online by late 2026, with OpenAI already tapping AWS resources following the announcement on November 3, 2025.

Why It Matters

The pact underscores the industry’s race for reliable, massive compute to train ever‑larger models and serve billions of queries. It also reflects OpenAI’s post‑restructuring push to diversify beyond a previously tighter alignment with Microsoft, while giving AWS a marquee win as it competes with Microsoft Azure and Google Cloud for AI workloads. Company statements framed the deal as pairing AWS’s large‑scale, secure infrastructure with OpenAI’s rapid model development, including support for next‑generation GPUs such as Nvidia’s GB200 and GB300.

Market Reaction

Investors cheered the announcement. Amazon shares rose as much as about 5% on November 3, briefly touching record territory as the partnership signaled fresh demand for AWS capacity and momentum in Amazon’s broader AI strategy. Some analysts called the deal a validation of AWS’s high‑end compute capabilities after questions about whether it was ceding ground to rivals.

Background And Context

The agreement follows OpenAI’s governance and structural changes that increased its operational autonomy and enabled non‑exclusive cloud relationships. Earlier in 2025, OpenAI’s open‑weight foundation models became available to customers via Amazon Bedrock, laying groundwork for deeper technical ties. The new pact formalizes and greatly scales that cooperation, with clusters designed for both training future models and powering services like ChatGPT.

What’s Next

OpenAI is already provisioning workloads on AWS, while large, specialized GPU clusters roll out over the coming quarters. For Amazon, the near‑term focus is turning the commitment into deployed, revenue‑generating capacity—an outcome closely watched by investors as AI spending shifts from announcements to usage.

Sources

• OpenAI turns to Amazon in $38 billion cloud services deal after restructuring — Reuters (November 3, 2025)
• OpenAI and Amazon sign $38 billion deal for AI computing power — Associated Press (November 3, 2025)
• AWS and OpenAI announce multi-year strategic partnership — OpenAI (November 3, 2025)
• AWS and OpenAI announce multi-year strategic partnership — Amazon (November 3, 2025)
• Amazon stock jumps 5% after OpenAI announces $38 billion AWS partnership — Business Insider (November 3, 2025)