AWS CEO On $38B OpenAI Deal, ChatGPT, Nvidia GPUs And ‘Powerful Reminder’ Of AWS’ ‘Trust’

“With this new $38B agreement, OpenAI will immediately start using our world-class infrastructure—including Amazon EC2 UltraServers packed with hundreds of thousands of state-of-the-art Nvidia GPUs and the ability to scale to tens of millions of CPUs,” said AWS CEO Matt Garman today.

Amazon Web Services and OpenAI have signed a blockbuster deal for the AI superstar to buy a whopping $38 billion worth of cloud capacity from the world’s largest cloud company.

OpenAI will immediately start running a large number of workloads on AWS infrastructure with huge capacity expansions planned over the next seven years.

AWS CEO Matt Garman said the multi-year partnership and deal between AWS and OpenAI will “fuel the next wave of AI innovation.”

Garman said the deal will provide OpenAI with the computing power it needs for its popular ChatGPT AI offering and to scale AI agents faster.

“This combination of cutting-edge hardware will give them the compute they need, from serving inference for ChatGPT to training next-generation models to scaling agentic AI workloads,” Garman said.

AWS’ cloud infrastructure, combined with OpenAI’s advancements in generative AI, will help millions of users continue to get value from ChatGPT, the AWS CEO said.

AWS will provide the capacity OpenAI needs with deployment expected before the end of 2026, with the ability “to expand further into 2027 and beyond,” Garman said.

He said the deal is “a powerful reminder of why organizations trust AWS when they need serious scale, security, and performance for their most demanding workloads.”

AWS And OpenAI’s Deal Details

AWS is the world’s largest cloud computing company and currently has a $132 billion annual run rate.

Under the new $38 billion deal, OpenAI will access AWS compute resources that are comprised of hundreds of thousands of Nvidia GPUs, with the ability to expand to tens of millions of CPUs to rapidly scale agentic AI workloads.

The infrastructure deployment that AWS is building for OpenAI features a sophisticated architectural design optimized for maximum AI processing efficiency and performance.

AWS said clustering Nvidia GPUs—both its GB200s and GB300s—via Amazon EC2 UltraServers on the same network enables low-latency performance across interconnected systems, allowing OpenAI to efficiently run workloads with optimal performance.

These clusters are designed to support various workloads, from serving inference for ChatGPT to training next-generation models.

OpenAI CEO Sam Altman

OpenAI CEO and co-founder Sam Altman said his company needs massive amounts of compute capability to scale AI to the masses.

“Scaling frontier AI requires massive, reliable compute," said Altman in a statement. “Our partnership with AWS strengthens the broad compute ecosystem that will power this next era and bring advanced AI to everyone.”

This isn’t AWS’ first partnership with OpenAI.

Earlier this year, OpenAI’s open weight foundation models became available on Amazon Bedrock. The startup has quickly become one of the most popular AI model providers in Amazon Bedrock with thousands of customers working with their models for agentic workflows, coding, scientific analysis and mathematical problem-solving, according to AWS’ CEO.

“As OpenAI continues to push the boundaries of what's possible, AWS's best-in-class infrastructure will serve as a backbone for their AI ambitions,” said Garman. “The breadth and immediate availability of optimized compute demonstrate why AWS is uniquely positioned to support OpenAI’s vast AI workloads.”

AWS Third Quarter Earnings Results

The OpenAI news comes on the heels of AWS third quarter financial earnings results.

The Seattle-based cloud company generated $33 billion in total sales during the quarter, up 20 percent year over year compared to Q3 2024.

AWS’ operating income increased to $11.4 billion in the third quarter 2025, up 10 percent compared with $10.4 billion year over year.