OpenAI announced a massive multi-year, strategic agreement to purchase $38 billion worth of capacity from Amazon Web Services (AWS) to power its AI workloads. The deal, which includes leveraging hundreds of thousands of Nvidia GPUs, is one of the largest cloud infrastructure agreements in AI history. This partnership signals OpenAI's need to diversify its computing power beyond its long-time partner, Microsoft, and accelerates the scaling of frontier AI models using AWS's industry-leading infrastructure.