Amazon Web Services takes the initiative, until now left behind by Microsoft Azure in the race for artificial intelligence, the cloud giant signs its return with a 38 billion dollar agreement over seven years with OpenAI. This contract positions AWS as a strategic pillar of global computing.
As Microsoft capitalizes on its tight integration with OpenAI, from GPT to Copilot, AWS is finally consolidating its structural advantage. With its clusters which already exceed 500,000 interconnected GPUs, its EC2 UltraServers and its mastery of the global data center network, AWS offers OpenAI an environment capable of running multi-agent models on a very large scale, while guaranteeing security and performance, two criteria that become critical as the models approach the threshold of 10,000 billion parameters.
With this agreement, AWS establishes itself as the backbone of the global cloud, while capturing a growing share of demand for generative AI through its own platform. On Amazon Bedrock, OpenAI models are already accessible to AWS B2B customers, creating a virtuous loop, so the models train, deploy and distribute within the same ecosystem. This vertical integration positions Amazon as a single provider in the AI value chain with a complete environment where companies can operate, adapt and commercialize models without data migration, and without external dependence.
OpenAI has built the first integrated artificial intelligence ecosystem
In less than two years, OpenAI has achieved what no technology company has accomplished since Google by aggregating around itself all the industrial levers of artificial intelligence. Through successive agreements with NVIDIA, AMD, Broadcom, Oracle, AWS and Microsoft, the company has assembled a complete ecosystem capable of producing, powering and distributing AI on a global scale.
Each partner plays a key functional role, some providing the computing power, others the silicon, the cloud or the financing of the data centers. However, the orchestration remains in the hands of OpenAI and this position of conductor gives it the power to define the technical and economic standards of global AI, while locking its partners into mutual dependence structured around its own roadmap. OpenAI is no longer just a research laboratory, but can now be considered the operational architect of the American artificial intelligence industrial complex.
