Amazon chi 500 tỷ USD để liên minh với OpenAI, AWS giành quyền phân phối đám mây độc quyền cho Frontier

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Tech and Science of Phoenix Network reported on February 27, Amazon and OpenAI today officially announced that they have reached a multi-year strategic partnership. Under the agreement, Amazon will invest $50 billion in OpenAI, with an initial injection of $15 billion, and the remaining $35 billion will be disbursed within the coming months after specific conditions are met. This move marks a deepening of the ties between the two tech giants in the areas of generative AI infrastructure and enterprise-level applications.

In terms of core technologies and cloud service distribution, Amazon Web Services (AWS) will become the exclusive third-party cloud distribution provider for OpenAI Frontier’s enterprise platform, providing enterprises with the capability to build, deploy, and manage AI agent teams. At the same time, both sides are jointly developing a Stateful Runtime Environment based on OpenAI models. This environment will directly connect to the Amazon Bedrock service, and is expected to be formally launched within the next few months. It is designed to help developers retain context across multiple data sources and handle complex, ongoing workflows.

Compute infrastructure is another major core of this cooperation. Both sides will significantly expand the existing $38 billion multi-year agreement by adding $100 billion, and will extend the cooperation term by 8 years. OpenAI commits to consuming approximately 2 gigawatts (GW) of Trainium custom AI chip compute power through AWS infrastructure to support its advanced workloads. The plan not only covers the current Trainium3 chips, but also includes Trainium4, the next-generation chip expected to be delivered in 2027, indicating that OpenAI is adopting Amazon’s in-house silicon chip ecosystem at large scale.

In addition, the cooperation agreement also extends to downstream application endpoints. OpenAI will assist Amazon in developing customized models for use by Amazon’s internal developers in its consumer-facing applications and AI agent teams. These customization capabilities will complement Amazon’s own Nova series models in two parallel lines, further expanding its technical reserves and service capabilities for its C-end products. (Author/Yu Lei)

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