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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
  • OpenAI expands its reliance on AWS as part of a multi-year, multi-billion-dollar deal to run advanced AI workloads at scale.
  • Executives say the biggest risk is not spending enough, stressing the balance between scale goals and resource limits.
  • OpenAI CFO notes selective project cuts due to compute limits, highlighting efficiency as key to progress within resource boundaries.

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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

Amazon And OpenAI: Yet Another Massive Investment In AI

https://realinvestmentadvice.com/resources/blog/amazon-and-openai-yet-another-massive-investment-in-ai/Realinvestmentadvice.com
Amazon And OpenAI: Yet Another Massive Investment In AI

Wall Street points lower with tech companies that fueled early week rally in retreat

https://www.post-gazette.com/business/money/2025/11/04/stock-market-today-november-4-2025/stories/202511040063Post-gazette.com
Wall Street points lower with tech companies that fueled early week rally in retreat

Losses for Big Tech pull Wall Street lower

https://www.newsday.com/business/stock-markets-ai-nvidia-trump-u92776Newsday.com
Losses for Big Tech pull Wall Street lower

If Microsoft can't source enough electricity to power all the AI GPUs it has, you have to wonder how Amazon is going to cope in its new $38 billion deal with OpenAI

https://www.pcgamer.com/software/ai/if-microsoft-cant-source-enough-electricity-to-power-all-the-ai-gpus-it-has-you-have-to-wonder-how-amazon-is-going-to-cope-in-its-new-usd38-billion-deal-with-openai/Pcgamer.com
If Microsoft can't source enough electricity to power all the AI GPUs it has, you have to wonder how Amazon is going to cope in its new $38 billion deal with OpenAI

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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