OpenAI signed a multi-year agreement with Amazon Web Services to secure extensive Nvidia GPU capacity and cloud compute, in a deal reported to be worth tens of billions. The pact diversifies OpenAI’s infrastructure away from a single cloud provider and aims to lock in high-performance compute for large-scale model training and inference. Market observers say the move boosts AWS’s strategic positioning in AI infrastructure and may accelerate enterprise AI product rollouts, though it raises questions about concentrated GPU demand and long-term vendor pricing dynamics.