Amazon Web Services (AWS) and OpenAI have unveiled a multi-year strategic partnership aimed at advancing generative AI innovation for enterprises, startups, and end consumers globally. As part of the agreement, Amazon will invest $50 billion in OpenAI, beginning with an initial $15 billion investment and followed by another $35 billion in the coming months, contingent upon certain conditions being met.
The collaboration will see AWS and OpenAI jointly develop a Stateful Runtime Environment powered by OpenAI models, available through Amazon Bedrock. These stateful developer environments will enable models to access compute, memory, and identity, allowing developers to retain context, remember prior work, integrate across software tools and data sources, and efficiently handle ongoing projects and workflows. The Stateful Runtime Environment is expected to launch in the coming months and will be optimized for AWS infrastructure, integrated with Amazon Bedrock AgentCore, and aligned with customers’ existing AWS applications.
AWS will also serve as the exclusive third-party cloud distribution provider for OpenAI Frontier, expanding access to OpenAI’s most advanced enterprise platform. Frontier allows organizations to build, deploy, and manage teams of AI agents that operate across real business systems, with shared context, built-in governance, and enterprise-grade security, without the need to manage underlying infrastructure.
To support growing demand for these services, OpenAI will consume approximately 2 gigawatts of Trainium capacity through AWS infrastructure, powering Stateful Runtime, Frontier, and other advanced workloads. This expansion builds on an existing $38 billion multi-year agreement, adding $100 billion over 8 years. The commitment spans Trainium3 and next-generation Trainium4 chips, with Trainium4 expected in 2027, offering higher FP4 compute performance, expanded memory bandwidth, and increased high-bandwidth memory capacity for large-scale AI workloads.
Additionally, OpenAI and Amazon will develop customized models to power Amazon’s customer-facing applications. Amazon teams will be able to tailor OpenAI models for AI products and agents serving customers directly, complementing the existing Nova family of Amazon models.
“OpenAI and Amazon share a belief that AI should show up in ways that are practical and genuinely useful for people. Combining OpenAI’s models with Amazon’s infrastructure and global reach helps us put powerful AI into the hands of businesses and users at real scale.”
– Sam Altman, co-founder and CEO, OpenAI
“We have lots of developers and companies eager to run services powered by OpenAI models on AWS, and our unique collaboration with OpenAI to provide stateful runtime environments will change what’s possible for customers building AI apps and agents. We continue to be impressed with what OpenAI is building, and we’re excited not only about their choosing to go big on our custom AI silicon (Trainium), but also our opportunity to invest in the company and partnership over the long-term.”
– Andy Jassy, President and CEO, Amazon
