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OpenAI Signs $38B Cloud Deal with Amazon, Expands Partnerships

2/3/2026

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Story summary
  • OpenAI signed a $38 billion, seven-year cloud computing agreement with Amazon.
  • The deal comes after OpenAI's prior reliance on Microsoft for computing power, limited by that contract.
  • Microsoft has allowed OpenAI to seek services from other providers, enabling the Amazon partnership.
  • OpenAI is collaborating with Oracle and SoftBank to build data centers and has deals with Nvidia, AMD, and Broadcom.