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Squaredtech reports on a monumental collaboration in AI computing. Amazon Web Services (AWS) and OpenAI have announced a multi-year AI Infrastructure Deal, $38 billion agreement that grants OpenAI immediate access to AWS’s world-class cloud infrastructure. This pact will allow OpenAI to scale and run its advanced AI workloads, including generative AI models like ChatGPT, on one of the most powerful cloud platforms.
The AWS and OpenAI Partnership: Transforming AI Computing Power
AWS will supply OpenAI with Amazon EC2 UltraServers—machine clusters packed with hundreds of thousands of state-of-the-art NVIDIA GPUs and the capability to scale to tens of millions of CPUs. This enables OpenAI to grow its computing power rapidly year after year, with full deployment targeted by the end of 2026 and anticipated expansion continuing into 2027 and beyond.
This partnership reflects the growing demand for immense computing resources required to develop and operate large AI models that drive breakthroughs in language understanding, code generation, scientific research, and more.
Read more on our Article of OpenAI Launches ChatGPT Atlas: The AI-Powered Browser Set to Challenge Google Chrome, published on October 24th, 2025 SquaredTech.
AWS Infrastructure Optimized for OpenAI’s Advanced AI Needs
AWS’s infrastructure is specifically designed to support massive AI workloads securely and reliably. Squaredtech highlights the architectural features that make AWS an ideal partner for OpenAI:
- UltraServer Clustering: AWS clusters NVIDIA GPUs, including both GB200s and newer GB300s, using Amazon EC2 UltraServers connected on a single network to reduce latency. This tight integration allows OpenAI to run complex AI computations with high efficiency and speed.
- Massive Scale: The system can handle workloads requiring hundreds of thousands of GPU chips and scale as high as tens of millions of CPUs, offering unmatched capacity to meet the increasing computational demands of AI model training and inference.
- Flexibility for Workloads: The infrastructure supports a wide range of AI tasks—from serving ChatGPT’s inference requests to training the next generation of large language models. This flexibility means OpenAI can adapt resources as the technology evolves.
AWS has proven experience operating AI infrastructure clusters at this scale, including clusters with over 500,000 chips running securely and reliably, building confidence in its ability to meet OpenAI’s needs.
Impact on AI Advancement and User Benefits
This partnership will accelerate progress in AI by combining OpenAI’s innovation with AWS’s cloud technology leadership. Sam Altman, OpenAI’s CEO, describes the arrangement as vital to scaling frontier AI with “massive, reliable compute.” This collaboration enables OpenAI to introduce more powerful and capable AI systems accessible to millions of users worldwide.
Matt Garman, CEO of AWS, emphasizes that AWS’s immediately available, optimized compute environment uniquely positions it to support OpenAI’s extensive AI workloads. This means users of AI-driven platforms like ChatGPT will see continuous improvements in capability and performance.
The partnership builds on ongoing cooperation. Earlier in the year, OpenAI made its foundation models available through Amazon Bedrock, AWS’s managed service for building and scaling generative AI applications. Thousands of customers, including companies like Peloton, Thomson Reuters, and Verana Health, leverage OpenAI models via Amazon Bedrock for agentic workflows, coding assistance, scientific analysis, and problem-solving.
A New Era in AI Begins with AWS and OpenAI $38B AI Infrastructure Deal
We recognize the significance of AWS’s $38 billion strategic partnership with OpenAI as a milestone in AI technology development. The alliance provides OpenAI with the infrastructure foundation necessary to push AI capabilities forward rapidly. This partnership will deliver faster, more intelligent AI systems that benefit businesses and individual users alike.
By combining OpenAI’s advanced AI models with AWS’s scalable, secure, and high-performance cloud infrastructure, this collaboration promises to usher in new breakthroughs in artificial intelligence applications that transform industries and everyday life.
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