SAN FRANCISCO & SEATTLE — Amazon and OpenAI announced a multi-year partnership to boost AI adoption, supported by a $50 billion investment from Amazon and expanded AWS infrastructure.
Under the agreement, Amazon will invest $50 billion in OpenAI, starting with an initial $15 billion and then an additional $35 billion depending on certain conditions.
Stateful Runtime Environment on Amazon Bedrock
A key aspect of the partnership is the joint development of a Stateful Runtime Environment powered by OpenAI models and delivered through Amazon Bedrock, AWS’s generative AI platform.
The stateful environment is designed to allow frontier AI models to access compute, memory, and identity layers while keeping a persistent context across workflows. This approach enables developers to create AI applications and agents that can handle ongoing project management, tool integration, and cross-system coordination at scale.
The offering will integrate with Amazon Bedrock AgentCore and AWS infrastructure services, ensuring enterprise AI applications run smoothly within existing cloud environments. Launch is expected in the coming months.
Exclusive Cloud Distribution for OpenAI Frontier
AWS will also serve as the exclusive third-party cloud distribution provider for OpenAI Frontier, the company’s advanced enterprise platform for deploying and managing teams of AI agents.
Frontier allows organizations to deploy AI agents across business systems with shared context, governance controls, and enterprise-grade security, removing the need to manage underlying infrastructure. This shift positions AWS as a key channel for enterprises moving generative AI workloads from pilot to production.
Expanded Trainium Commitment
OpenAI and AWS are expanding their existing $38 billion infrastructure deal by an additional $100 billion over eight years. OpenAI will commit to using about 2 gigawatts of AWS Trainium compute capacity, covering Trainium3 and next-generation Trainium4 silicon.
Trainium4, expected to start delivery in 2027, is projected to achieve significant improvements in FP4 compute performance, memory bandwidth, and high-bandwidth memory capacity.
Custom Models for Amazon Applications
The companies will also collaborate to develop customized OpenAI models for Amazon’s customer-facing applications, complementing Amazon’s Nova model family and expanding AI capabilities across retail, logistics, and digital services.
“OpenAI and Amazon share a belief that AI should show up in ways that are practical and genuinely useful for people,” said Sam Altman, CEO of OpenAI.
Amazon President and CEO Andy Jassy stated that the collaboration will “change what’s possible for customers building AI apps and agents,” emphasizing OpenAI’s decision to expand on AWS Trainium silicon.
The agreement highlights increasing competition among hyperscale cloud providers to secure top AI model partnerships as enterprises quickly expand generative AI deployments.
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