OpenAI–AWS $38B compute deal
OpenAI–AWS $38B compute deal is a compute_deal announced 2025-11-03, valued at $38.0B, currently announced. OpenAI signed a seven-year, $38B deal to run on AWS using hundreds of thousands of NVIDIA GPUs.
Deal record from the wafergraph deals corpus · every field traces to the sources listed below · page data as of 2026-09-05
- Type
- compute_deal
- Announced
- 2025-11-03
- Status
- announced
- Value
- $38.0B
- Parties
- OpenAI (buyer), Amazon (Annapurna Labs) (supplier)
- Source confidence
- high
The companies involved
OpenAI
Leading AI lab (ChatGPT); designing custom inference silicon with Broadcom. leader in AI Labs / Model Builders, headquartered in United States. 11 tracked suppliers, 2 tracked customers · supply-chain risk
Amazon (Annapurna Labs)
Designs Graviton CPUs and Trainium AI chips for AWS via Annapurna Labs. major in Custom Silicon Designers, headquartered in United States, market cap $2.79T. 82 tracked suppliers, 4 tracked customers · supply-chain risk
Related deals
- Microsoft invests $1B in OpenAI — $1.0B · 2019-07-22
- Microsoft expands OpenAI investment (~$10B) — $10.0B · 2023-01-23
- Amazon invests $4B in Anthropic — $4.0B · 2023-09-25
- Amazon doubles Anthropic stake to $8B — $4.0B · 2024-11-22
- OpenAI–CoreWeave $11.9B infrastructure deal — $11.9B · 2025-03-10
- OpenAI–Oracle $300B cloud deal — $300.0B · 2025-09-10
- Stargate Project launched — $500.0B · 2025-01-21
- NVIDIA invests up to $100B in OpenAI — $100.0B · 2025-09-22
Sources
Cite as: wafergraph, “OpenAI–AWS $38B compute deal”, https://wafergraph.com/deal/openai_aws_38b/ (data as of 2026-09-05).
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