Amazon and OpenAI's $38 billion computing agreement

OpenAI has signed a $38 billion, seven-year computer infrastructure contract with Amazon Web Services, which represents the company's biggest shift away from Microsoft's cloud services. The specifics: OAI will have access to hundreds of thousands of Nvidia GPUs throughout AWS data centers thanks to the cooperation; deployment is scheduled to be finished by late 2026. With flexible scaling embedded into the contract, the compute will enable anything from creating future models to powering ChatGPT's live interactions. Exclusivity limitations were eliminated during last week's contract renegotiation with Microsoft, enabling OAI to buy capacity from other suppliers. OAI's larger $1.4T infrastructure buildout strategy, which also includes alliances with Oracle, Google, Nvidia, and Broadcom, includes the AWS deal. With yet another massive deal coming at a time when many continue to doubt the sustainability of expenditure given the AI leader's revenue, OpenAI is continuing to increase its already astounding compute commitments. However, CEO Sam Altman gave the doubters a succinct response: feel free to sell your shares.