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https://www.cnbc.com/2025/11/03/open-ai-amazon-aws-cloud-deal.htmlhttps://mrf.lu/1GRrhttps://www.aboutamazon.com/news/aws/aws-open-ai-workloads-compute-infrastructure
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Highlights
  • Investors view AWS as regaining momentum in a race to scale AI compute, potentially supporting a multi-year expansion of OpenAI-related workloads on AWS.
  • Amazon plans sizable AI capex of roughly $125 billion this year and next, underscoring a bold investor-focused push into AI infrastructure.
  • OpenAI's cloud allegiance is evolving as Amazon aims to convert AI spend into a growing AWS backlog, potentially lifting future revenue streams.

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References

OpenAI signs $38 billion compute deal with Amazon, partnering with cloud leader for first time

https://www.cnbc.com/2025/11/03/open-ai-amazon-aws-cloud-deal.htmlCnbc.com
OpenAI signs $38 billion compute deal with Amazon, partnering with cloud leader for first time

Amazon stock jumps 5% after OpenAI announces $38 billion AWS partnership

https://mrf.lu/1GRrMrf.lu
Amazon stock jumps 5% after OpenAI announces $38 billion AWS partnership

AWS and OpenAI announce multi-year strategic partnership

https://www.aboutamazon.com/news/aws/aws-open-ai-workloads-compute-infrastructureAboutamazon.com
AWS and OpenAI announce multi-year strategic partnership

OpenAI and Amazon ink $38B cloud computing deal   | TechCrunch

https://techcrunch.com/2025/11/03/openai-and-amazon-ink-38b-cloud-computing-deal/Techcrunch.com
OpenAI and Amazon ink $38B cloud computing deal   | TechCrunch

OpenAI signs massive AI compute deal with Amazon

https://arstechnica.com/ai/2025/11/openai-signs-massive-ai-compute-deal-with-amazon/Arstechnica.com
OpenAI signs massive AI compute deal with Amazon

Amazon stock jumps on $38 billion deal with OpenAI to use hundreds of thousands of Nvidia chips

https://finance.yahoo.com/news/amazon-stock-jumps-on-38-billion-deal-with-openai-to-use-hundreds-of-thousands-of-nvidia-chips-145357373.htmlFinance.yahoo.com

OpenAI strikes $38 billion AI training deal with Amazon

https://www.theverge.com/news/812443/openai-amazon-38-billion-cloud-computing-aiTheverge.com
OpenAI strikes $38 billion AI training deal with Amazon

Amazon stock jumps 5% after OpenAI announces $38 billion AWS partnership

https://www.businessinsider.com/openai-amazon-aws-parternship-2025-11Businessinsider.com
Amazon stock jumps 5% after OpenAI announces $38 billion AWS partnership

OpenAI signs $38bn cloud computing deal with Amazon

https://www.theguardian.com/technology/2025/nov/03/openai-cloud-computing-deal-amazon-aws-datacentres-nvidia-chipsTheguardian.com
OpenAI signs $38bn cloud computing deal with Amazon

OpenAI Signs $38 Billion Deal With Amazon

https://www.wired.com/story/openai-amazon-multi-billion-dollar-deal/Wired.com
OpenAI Signs $38 Billion Deal With Amazon

ChatGPT owner OpenAI signs $38bn cloud computing deal with Amazon

https://www.bbc.com/news/articles/cgqlzje32pjoBbc.com
ChatGPT owner OpenAI signs $38bn cloud computing deal with Amazon

OpenAI, Amazon sign $38bn AI deal

https://www.aljazeera.com/economy/2025/11/3/openai-amazon-sign-38bn-ai-dealAljazeera.com
OpenAI, Amazon sign $38bn AI deal

OpenAI Strikes $38 Billion Cloud Deal with Amazon to Boost AI Development | PYMNTS.com

https://www.pymnts.com/cpi-posts/openai-strikes-38-billion-cloud-deal-with-amazon-to-boost-ai-development/Pymnts.com
OpenAI Strikes $38 Billion Cloud Deal with Amazon to Boost AI Development | PYMNTS.com

OpenAI strikes 7-year, $38B cloud computing deal with Amazon Web Services

https://nypost.com/2025/11/03/business/openai-strikes-7-year-38b-cloud-computing-deal-with-amazon/Nypost.com
OpenAI strikes 7-year, $38B cloud computing deal with Amazon Web Services

OpenAI signs $38 billion deal to power AI tools with 'hundred of thousands' of Nvidia chips via Amazon Web Services | Fortune

https://fortune.com/2025/11/03/openai-38-billion-deal-nvidia-ai-chips-amazon-web-services/Fortune.com
OpenAI signs $38 billion deal to power AI tools with 'hundred of thousands' of Nvidia chips via Amazon Web Services | Fortune

OpenAI and Amazon sign $38 billion deal for AI computing power

https://www.euronews.com/business/2025/11/04/openai-and-amazon-sign-38-billion-deal-for-ai-computing-powerEuronews.com
OpenAI and Amazon sign $38 billion deal for AI computing power

IXIC: Nasdaq Pumps 0.5% to Start New Month as OpenAI Lifts Yet Another Tech Name

https://www.tradingview.com/news/tradingview:4bb4660ed094b:0-ixic-nasdaq-pumps-0-5-to-start-new-month-as-openai-lifts-yet-another-tech-name/Tradingview.com
IXIC: Nasdaq Pumps 0.5% to Start New Month as OpenAI Lifts Yet Another Tech Name

Asian shares trade lower after AI darlings prop up Wall Street

https://abcnews.go.com/Business/wireStory/asian-shares-trade-lower-after-ai-darlings-prop-127159115Abcnews.go.com
Asian shares trade lower after AI darlings prop up Wall Street

OpenAI and Amazon sign $38 billion deal for AI computing power

https://apnews.com/article/openai-amazon-071e752773dee5713c8b1a10039d08aaApnews.com
OpenAI and Amazon sign $38 billion deal for AI computing power

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