亚马逊公司股价周一上涨4%，此前该公司宣布与OpenAI达成一项价值380亿美元的合作协议，通过亚马逊云服务（AWS）向ChatGPT的开发者提供数十万颗英伟达AI芯片。根据协议，OpenAI将在亚马逊数据中心托管的英伟达图形处理器上运行大规模AI工作负载。OpenAI表示将立即开始使用AWS的AI基础设施，并在2026年底前扩展至全部合同容量。此举扩大了OpenAI不断增长的云和芯片合作伙伴网络，此前OpenAI已与甲骨文达成3000亿美元的协议，并与CoreWeave签订了超过220亿美元的独立协议，近期还与博通、AMD和英伟达签署了供应和合作协议。与此同时，OpenAI与微软达成协议，重组为营利性公益公司，此举被视为为其潜在的首次公开募股铺平道路，估值可能达到约1万亿美元。对于亚马逊而言，与OpenAI的合作巩固了其在AI基础设施领域的地位。

🤝 亚马逊与OpenAI达成380亿美元合作，OpenAI将通过AWS使用数十万颗英伟达AI芯片，用于运行大规模AI工作负载，预计在2026年底前达到全面合作规模。

☁️ OpenAI持续扩大其云和芯片合作伙伴网络，此前已与甲骨文达成3000亿美元协议，与CoreWeave的合作超过220亿美元，近期还与博通、AMD和英伟达签署了合作协议，显示其对AI计算资源的巨大需求。

🚀 OpenAI与微软达成协议重组为营利性公益公司，此举被市场解读为可能为其首次公开募股（IPO）铺平道路，路透社预计OpenAI的上市估值可能达到约1万亿美元。

🏢 对于亚马逊而言，此次与OpenAI的合作进一步巩固了AWS在AI基础设施领域的关键地位，也突显了AWS作为生成式AI发展重要推动者的作用。此前，AWS还宣布将向OpenAI的竞争对手Anthropic提供100万颗定制AI芯片，展现其在AI生态系统中的雄心。

Amazon.com Inc. shares jumped 4% on Monday after the company announced a $38 billion partnership with OpenAI, granting the ChatGPT developer access to hundreds of thousands of Nvidia AI chips through Amazon Web Services (AWS).

Under the agreement, OpenAI will run large-scale AI workloads on Nvidia’s graphics processing units hosted within Amazon’s data centers. The company said OpenAI will begin using AWS’s AI infrastructure immediately and scale up to the full contracted capacity before the end of 2026.

The deal expands OpenAI’s growing network of cloud and chip partnerships as demand for AI computing power continues to surge. The company already has a $300 billion agreement with Oracle Corp. and separate deals with CoreWeave worth more than $22 billion. OpenAI has also recently signed supply and collaboration agreements with Broadcom, AMD, and Nvidia itself.

The increasingly interconnected web of AI infrastructure deals has fueled concerns of an overheating market, with analysts warning that soaring capital expenditures could outpace realistic demand. OpenAI’s infrastructure commitments have raised eyebrows, as its projected costs are expected to exceed $1 trillion by the end of the decade, far outstripping its current revenue base.

The new partnership comes just days after OpenAI reached an agreement with Microsoft to restructure as a for-profit public benefit corporation — a move seen as paving the way for a potential IPO. According to Reuters, OpenAI’s public listing could value the company at about $1 trillion.

For Amazon, the OpenAI deal reinforces its position in the AI infrastructure race and highlights AWS’s expanding role as a critical enabler of generative AI development. The announcement follows the company’s strong third-quarter earnings last week, which exceeded Wall Street expectations and lifted its stock to a record high.

AWS also said it recently completed a large-scale AI data center project and will deliver 1 million custom AI chips to OpenAI rival Anthropic by the end of 2025, underscoring its ambition to become a central player in the rapidly evolving AI ecosystem.

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