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OpenAI Ditches Microsoft for $38B Amazon Cloud Deal

1/24/2026

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Story summary
  • OpenAI signs a $38 billion seven-year cloud computing agreement with Amazon, marking a shift from its Microsoft exclusivity.
  • The move follows OpenAI's complaints about insufficient computing power from Microsoft, prompting renegotiated terms to buy from other providers.
  • Amazon is reportedly ending its delivery relationship with the United States Postal Service by late 2026.
  • USPS faces significant annual losses.
  • The shift could affect up to 100,000 jobs tied to Amazon's volume.