ChatGPT: OpenAI, Sam Altman, AI, Joe Rogan, Artificial Intelligence, Practical AI Amazon’s $38B Win Over Microsoft in AI
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Nov 6, 2025 Amazon's massive $38 billion cloud deal with OpenAI positions it as a key player in AI innovation, challenging Microsoft's prior dominance. The shift to AWS opens up new possibilities for machine learning control. Discussion includes OpenAI's restructuring to seek diverse cloud partnerships and its ambitious $1 trillion compute plan for the future. The complexities of the GPU supply chain are explored, highlighting why companies prefer renting data center capacity over direct purchases. Overall, the current climate reveals significant growth opportunities across the AI ecosystem.
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OpenAI's Massive AWS Commitment
- OpenAI signed a $38B, seven-year AWS deal, averaging ~$5.4B/year and effective immediately.
- They plan full deployment by end of next year with expansion options in 2027 and beyond.
Restructuring Enabled New Cloud Partnerships
- OpenAI restructured away from nonprofit restrictions to pursue wider compute partners beyond Microsoft Azure.
- That restructuring enabled the immediate AWS deal because Microsoft previously had approval rights on new contracts.
All‑In Buildout Across Chips And Data Centers
- OpenAI plans to spend over $1 trillion in the next decade across data centers, chips, and infrastructure deals.
- They're securing chip and data-center partnerships with NVIDIA, AMD, Broadcom, Oracle, SoftBank, and UAE partners.