00:00OpenAI has linked a $38 billion agreement with Amazon Web Services to secure large-scale AI computing capacity, marking its first major cloud deal with AWS.
00:10The move signals OpenAI shift away from exclusive reliance on Microsoft, its longtime cloud partner.
00:17Under the deal, OpenAI will immediately begin using AWS data centers powered by hundreds of thousands of NVIDIA GPUs, with Amazon planning new infrastructure build-outs.
00:28Amazon shares rose 5% following the announcement, reflecting growing investor optimism around AI-driven cloud demand.
