AI Chat: ChatGPT, AI News, Artificial Intelligence, OpenAI, Machine Learning OpenAI & Amazon Make $38B AWS Deal, Microsoft's Mad
Nov 3, 2025
OpenAI’s groundbreaking $38 billion deal with Amazon signals a shift in the tech landscape as it moves away from Microsoft. The discussion highlights the potential tension between these giants and the future of AI infrastructure. Concerns about the sustainability of AI investments and the question of whether the infrastructure boom is a bubble are explored. Additionally, the interconnected GPU supply chains and the rise of third-party data centers reveal the evolving dynamics of cloud computing.
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OpenAI's Massive AWS Shift
- OpenAI signed a $38 billion, seven-year AWS deal to decentralize from Microsoft and scale rapidly.
- They expect full AWS capacity deployed by the end of next year with expansion options in 2027.
Restructuring Enabled Multi-Cloud Deals
- OpenAI restructured away from nonprofit ties that required Microsoft sign-off before pursuing other cloud contracts.
- That change enabled immediate AWS onboarding and broader partnerships.
All-Hands Infrastructure Strategy
- OpenAI is pursuing an all-in infrastructure strategy: data centers, chip makers, and regional partners.
- Deals include Oracle, SoftBank, UAE, NVIDIA, AMD, and Broadcom to secure chips and hosting.