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OpenAI has announced a $38 billion partnership with Amazon, marking a significant shift in its cloud infrastructure strategy. This deal, disclosed on November 3, 2025, comes as OpenAI has diversified away from Microsoft Azure after previously relying heavily on it. The partnership with Amazon allows OpenAI to access extensive cloud capabilities, including hundreds of thousands of Nvidia GB200 and GB300 chips.
As of the second quarter, Amazon Web Services (AWS) leads the cloud market with a 30% share, followed by Microsoft Azure at 20%, and Google Cloud at 13%. With this new arrangement, OpenAI strengthens its relationship with AWS while also leveraging services from Google Cloud and Oracle to mitigate reliance on any single provider.
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