OpenAI has formed a significant $38 billion partnership with Amazon Web Services (AWS), marking its first major cloud computing agreement since its recent deal with Microsoft. This collaboration will leverage AWS’s extensive infrastructure, including “hundreds of thousands of state-of-the-art Nvidia GPUs,” to enhance OpenAI’s computing capabilities for training AI models and powering consumer products like ChatGPT. As a result of the announcement, Amazon’s stock rose over 5% in premarket trading. OpenAI co-CEO Sam Altman emphasized that the partnership is essential for scaling frontier AI and delivering advanced technology to users. This deal follows OpenAI’s restructuring into a for-profit entity, reducing Microsoft’s influence over cloud agreements. As AI valuations soar, concerns loom about a potential bubble amid evolving deal structures within the tech sector. The partnership affirms OpenAI’s commitment to securing necessary resources to advance artificial general intelligence (AGI).
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