OpenAI與亞馬遜簽署價值380億美元的雲端運算協議

Recently the New York Times reported the following:

OpenAI Signs $38 Billion Cloud Computing Deal with Amazon

After signing agreements to use computing power from Nvidia, AMD and Oracle, OpenAI is teaming up with the world’s largest cloud computing company.

The NYT - By Cade Metz

Nov. 3, 2025

After signing deals to buy hundreds of billions of dollars in computing power from the chipmakers Nvidia and AMD and the cloud computing company Oracle, OpenAI has reached a multibillion-dollar agreement with Amazon.

OpenAI said on Monday that it had agreed to purchase $38 billion in cloud computing services from Amazon over the next seven years. The additional computing power will help OpenAI build and deploy its artificial intelligence technologies, including the ChatGPT chatbot.

From 2019 to 2023, OpenAI bought all of its computing power from Microsoft as part of a complex partnership. Their contract stipulated that OpenAI must buy solely from Microsoft, its primary investor, unless Microsoft gave approval for computing deals with other companies.

Over the past 18 months, as OpenAI complained that it was not able to get all the computing power it needed from Microsoft, the tech giant allowed the start-up to sign separate deals with two other cloud companies.

Then, last week, Microsoft and OpenAI renegotiated their contract so that OpenAI was free to purchase services from any cloud computing company without Microsoft’s approval.

Coming just days later, OpenAI’s $38 billion agreement with Amazon is part of the A.I. company’s fast-speed effort to expand the already enormous pool of computing power that fuels its ambitions. OpenAI is also working to build new computer data centers with Oracle, the Japanese conglomerate SoftBank, the United Arab Emirates and others.

To help fund the construction of the data centers, the company has also inked a complex set of deals with the chipmakers Nvidia, AMD and Broadcom.

 As OpenAI secures hundreds of billions of dollrs in additional computing power, it is racing to keep pace with many of the tech industry’s largest companies. Over the last year, Amazon, Google, Meta and Microsoft committed a total of more than $360 billion in capital expenditures.

As both OpenAI and these tech giants increase their spending, some financial analysts and tech historians are concerned that the tech industry is heading toward a dangerous bubble. Artificial intelligence remains an unproven and expensive technology that could take years to mature. Though OpenAI, the market leader, is pulling in billions of dollars in yearly revenue, it is not profitable.

Translation

OpenAI與亞馬遜簽署價值380億美元的雲端運算協議

OpenAI繼與英偉達、AMD和甲骨文簽署使用其運算能力的協議後，又與全球最大的雲端運算公司亞馬遜達成合作。

在與晶片製造商英偉達和AMD以及雲端運算公司甲骨文簽署價值數千億美元的運算能力購買協議後，OpenAI又與亞馬遜達成了一項價值數十億美元的協議。

OpenAI週一宣布，已同意在未來七年內從亞馬遜購買價值380億美元的雲端運算服務。這些額外的運算能力將有助於OpenAI建置和部署其人工智能技術，包括ChatGPT聊天機器人。

從2019年到2023年，OpenAI的所有運算能力均來自微軟，這是雙方複雜合作的一部分。雙方的合約規定，除非微軟批准與其他公司進行運算能力交易，否則OpenAI必須僅從作為其主要投資者微軟購買運算能力。

過去18個月裡，OpenAI一直抱怨無法從科技巨頭微軟獲得所需的全部運算能力，及允許這家初創公司與另外兩家雲端服務公司單獨簽署協議。

之後在上週，微軟和OpenAI重新談判了合同，允許OpenAI無需微軟批准即可從任何雲端服務公司購買服務。

僅僅幾天后，OpenAI就與亞馬遜達成了一項價值380億美元的協議，這是這家人工智能公司為快速擴展其龐大的運算能力池而採取的舉措之一，助其實現雄心壯志。 OpenAI也正在與甲骨文、日本軟銀集團、阿聯酋等公司合作建置新的數據中心。

為了資助數據中心的建設，該公司還與晶片製造商英偉達、AMD和Broadcom簽署了一系列複雜的協議。

隨著OpenAI獲得數千億美元的額外運算能力，它正努力追趕許多科技巨頭的腳步。過去一年，亞馬遜、Google、Meta 和微軟的總資本支出超過 3,600 億美元。

隨著 OpenAI 和這些科技巨頭不斷增加支出，一些金融分析師和科技史學家擔心科技業正走向危險的泡沫。人工智能仍然是一項未經證實且成本高昂的技術，可能需要數年時間才能成熟。儘管市場領導者 OpenAI 每年收入數十億美元，但它尚未有利潤。

So, OpenAI agrees to purchase cloud computing services from Amazon over the next few years. The additional computing power will help OpenAI build its artificial intelligence technologies.  Apparently, artificial intelligence remains an unproven and expensive technology that could take years to develop. As OpenAI and other tech giants increase their spending, chances are that the tech industry is heading toward a dangerous bubble.