OpenAI Aligns with Amazon, Microsoft Partners with Anthropic — In Silicon Valley, It's Interests Over Allies
OpenAI’s $1.4 Trillion Compute Ambition Sparks Massive Cloud Spending
Amazon has become the first big winner from Sam Altman’s grand vision — securing a $38 billion mega-deal overnight.
For a company rumored to eventually debut in a $1 trillion+ IPO, such multi-billion-dollar compute contracts appear to be signed with zero hesitation.
> Altman buys GPUs as casually as collecting Pokémon…
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Despite Huge Losses, Spending Continues
Just days ago, Microsoft revealed: OpenAI lost $11.5 billion last quarter.
Yet Altman pressed on — signing the $38B AWS deal without blinking.
When asked whether OpenAI could sustain the spend, Altman responded confidently on a podcast:
> Those making a fuss online about our compute spending… if they could buy OpenAI stock, they’d be rushing to do it.
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Breaking Down the $38B Amazon Deal
Within a week of ending its exclusive cloud relationship with Microsoft, OpenAI:
- Partnered with Amazon in a $38B strategic cloud computing agreement.
- Entered one of the largest SaaS/cloud service contracts in history, according to analysts.
Market impact:
- Amazon stock: surged over 5% early trading, +$140B market cap — a new record.
- Microsoft stock: dipped slightly.
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AWS Benefits to OpenAI
According to official statements, OpenAI will receive:
- Full AWS compute access
- Hundreds of thousands of next-gen NVIDIA GPUs
- Tens of millions of CPUs
- Custom-built, ultra-high-spec compute infrastructure optimized for training and inference.
This system is built atop Amazon EC2 UltraServer, interconnecting NVIDIA GB200/GB300 GPUs over high-speed, near-zero-latency networks — capable of powering workloads from ChatGPT daily inference to frontier model training.
Altman noted:
> Frontier models need massive, stable compute. Partnering with AWS strengthens the global compute ecosystem and drives the next wave of AI breakthroughs.
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Deployment Timeline
- AWS resources: Immediate availability
- Full deployment: End of 2026
- Reserved capacity: Through 2027+
Translation: $38B is just the opening bid.
AWS CEO Matt Garman added:
> As OpenAI pushes boundaries, AWS’s world-class infrastructure will be their foundation.
> Instant access to massive compute is where AWS excels.
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Prior Collaborations
Earlier this year:
- OpenAI’s open-source model weights appeared on Amazon Bedrock.
- Quickly became one of Bedrock’s top model providers, used by thousands of businesses for agents, code gen, reasoning, and more.
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The $1.4 Trillion Compute Empire Plan
Last Tuesday’s livestream headline:
OpenAI plans up to $1.4T investment building ~30 gigawatts of compute infrastructure.
Perspective:
- 1 GW ≈ nuclear plant output
- 30 GW ≈ electricity for 25M U.S. households
- Future ambition: add 1 GW compute per week.
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Funding & Corporate Restructuring
With ARR under $20B, achieving that scale requires funding:
- ~$50B per gigawatt investment cost.
- OpenAI has transitioned to a public benefit corporation, enabling legal share issuance to raise capital.
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End of Microsoft Exclusivity
Structural changes removed:
- Azure’s 6-year exclusivity
- Azure’s Right of First Refusal (ROFR)
Timeline:
- 2019–2024: Exclusive Azure agreement for all model work; Microsoft invested ~$13B.
- Growing compute needs → Azure no longer sufficient.
- ROFR replaced exclusivity.
- Now: No ROFR — OpenAI free to procure from any provider.
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Oracle, SoftBank, Stargate & More
Even before Amazon:
- Deals: $250B Azure, $300B Oracle.
- Stargate super data center in collaboration with Oracle & SoftBank (self-build — long lead time).
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AWS Playing Both Sides
Amazon also invested $4B in Anthropic last year:
Anthropic announced:
> AWS will be our core training partner, using Trainium and Inferentia chips for next-gen model training.
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Microsoft’s Countermoves
- Integrated Anthropic’s Claude into Copilot — Office users can toggle between OpenAI or Anthropic models.
Corporate relationships are now overlapping “triangles” rather than simple partnerships.
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For Creators: Infrastructure Wars = Opportunity
Massive AI compute moves highlight the need for scalable workflows.
AiToEarn官网 offers:
- Open-source, cross-platform AI content monetization
- Simultaneous publishing to Douyin, Kwai, WeChat, Bilibili, Xiaohongshu, Facebook, Instagram, LinkedIn, Threads, YouTube, Pinterest, X
- Analytics + AI模型排名 tracking
Much like AWS’s backbone for OpenAI, platforms like AiToEarn enable creators to scale reach and revenue.
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Bezos and Amazon’s AI Catch-Up
AWS, pioneer in cloud computing, lagged in AI ecosystems:
- Microsoft: partnered early with OpenAI → Azure became an “AI-native cloud”
- Google: built full-stack AI in-house (TPUs, JAX, Vertex AI, Gemini)
- AWS: great in compute/storage, but incomplete AI toolkit.
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Bezos’ Direct Push
CNBC reports Bezos asked:
> Why aren’t any AI companies using our cloud!!
- Frequent exec emails urging AI client acquisition
- Personally introduced startups to AWS
- Played a direct role in landing OpenAI’s $38B deal
While this may help AWS maintain #1 cloud share, the AI model race requires more effort.
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References
- https://www.ft.com/content/74d79365-efdc-4446-b0ed-d53ad4b55f59
- https://openai.com/index/aws-and-openai-partnership/?utm_source=chatgpt.com
- https://www.theverge.com/2025/1/21/24349006/microsoft-openai-compute-partnership?utm_source=chatgpt.com
- https://news.mit.edu/2025/explained-generative-ai-environmental-impact-0117?utm_source=chatgpt.com
- https://www.bilibili.com/video/BV1r1yvByESw?share_source=copy_web
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If you’d like, I can next create a visual timeline chart of OpenAI’s major cloud deals (Microsoft, Oracle, AWS) so your readers can quickly grasp the sequence — would you like me to prepare that?
