Amazon shares jumped about 5% on November 3, 2025, after OpenAI announced a seven-year, $38 billion partnership to run core AI workloads on Amazon Web Services. ([reuters.com](https://www.reuters.com/business/retail-consumer/openai-amazon-strike-38-billion-agreement-chatgpt-maker-use-aws-2025-11-03/))
The agreement gives OpenAI immediate access to AWS infrastructure, including hundreds of thousands of Nvidia GPUs, with capacity targeted to be fully deployed by the end of 2026 and room to expand in 2027. Amazon says the buildout will feature EC2 UltraServers and Nvidia’s GB200 and GB300 accelerators to support both training and inference at scale. ([reuters.com](https://www.reuters.com/business/retail-consumer/openai-amazon-strike-38-billion-agreement-chatgpt-maker-use-aws-2025-11-03/))
The deal is a notable win for AWS as cloud rivals race to secure AI workloads, and it diversifies OpenAI’s compute beyond Microsoft following governance and structural changes last week. Investor reaction was swift, lifting Amazon’s stock around 5% after the announcement. ([reuters.com](https://www.reuters.com/business/retail-consumer/openai-amazon-strike-38-billion-agreement-chatgpt-maker-use-aws-2025-11-03/))
Reuters and the Associated Press report that OpenAI’s recent restructuring enhanced its operational flexibility and altered its long‑standing Microsoft arrangement, removing provisions that previously limited OpenAI’s ability to use other cloud providers. Separately, Amazon notes this partnership builds on earlier steps that brought OpenAI’s open‑weight models to AWS services for developers. ([reuters.com](https://www.reuters.com/business/retail-consumer/openai-amazon-strike-38-billion-agreement-chatgpt-maker-use-aws-2025-11-03/))
OpenAI will begin using AWS immediately, with both companies indicating the bulk of planned capacity will come online by late 2026 and may grow further in 2027. Watch for additional technical details and deployment milestones as AWS turns on new clusters to serve OpenAI’s next‑generation models and ChatGPT. ([reuters.com](https://www.reuters.com/business/retail-consumer/openai-amazon-strike-38-billion-agreement-chatgpt-maker-use-aws-2025-11-03/))