Amazon, OpenAI expanding partnership to almost $140B
Amazon is making a major multi-billion commitment to collaborate with OpenAI on the development of innovative artificial intelligence solutions.
The online giant is substantially increasing the scale of a multi-year, strategic partnership with OpenAI, developer of generative AI model ChatGPT, it signed in November 2025.
[READ MORE: Amazon enters $38 billion partnership with OpenAI]
Under that agreement, Amazon has been providing infrastructure from its Amazon Web Services (AWS) hosted cloud division to run and scale OpenAI’s core AI workloads. Now the two companies are launching a broader multi-year strategic partnership intended to accelerate AI innovation around the world.
As part of this new expanded collaboration, Amazon will invest $50 billion in OpenAI, starting with an initial $15 billion investment and followed by another $35 billion in the coming months when certain conditions are met. In total, the companies expect to increase their existing $38 billion partnership by $100 billion over the next eight years, bringing the total value to almost $140 billion.
“OpenAI and Amazon share a belief that AI should show up in ways that are practical and genuinely useful for people,” said Sam Altman, co-founder and CEO of OpenAI. ”Combining OpenAI’s models with Amazon’s infrastructure and global reach helps us put powerful AI into the hands of businesses and users at real scale.”
Highlights of the new partnership include:
- OpenAI and Amazon are jointly developing a Stateful Runtime Environment based on OpenAI’s models, which will be available through the Amazon Bedrock managed AI cloud platform. Stateful developer environments \ seamlessly provide AI models access to elements like compute, memory, and identity. A Stateful Runtime Environment allows developers to keep context, remember prior work, work across software tools and data sources, and have compute access. The Stateful Runtime Environment is expected to launch in the next few months.
- AWS will serve as the exclusive third-party cloud distribution provider for the OpenAI Frontier enterprise platform.
- OpenAI is committing to consume approximately 2 gigawatts of Trainium AI chip capacity through AWS infrastructure, which will support demand for Stateful Runtime, Frontier, and other advanced workloads. Under this structure, OpenAI secures long-term capacity while working with AWS to deploy purpose-built silicon alongside its broader compute ecosystem. This commitment spans both Trainium3 and next-generation Trainium4 chips, expected to begin delivery in 2027, and will support a range of advanced AI workloads.
- OpenAI and Amazon will collaborate to develop customized models available to Amazon developers to run Amazon’s customer-facing applications. Amazon developers will be able to tailor OpenAI models for use across AI products and agents that serve customers directly.
“We have lots of developers and companies eager to run services powered by OpenAI models on AWS, and our unique collaboration with OpenAI to provide stateful runtime environments will change what’s possible for customers building AI apps and agents,” said Andy Jassy, president and CEO of Amazon. “We continue to be impressed with what OpenAI is building, and we're excited not only about their choosing to go big on our custom AI silicon (Trainium), but also our opportunity to invest in the company and partnership over the long-term.”
