Fordel StudiosOpenAI and Amazon ink $38B cloud computing deal
What Happened
OpenAI isn't done securing the AI infrastructure it needs to rapidly scale agentic workloads. The ChatGPT maker on Monday said it has reached a deal with Amazon to buy $38 billion in cloud computing services over the next seven years.
Our Take
$38B over seven years isn't ambition — it's dependency confirmation. OpenAI's printing money but can't build their own infrastructure, so they're locked into AWS forever.
Honestly? That's a problem. You don't control your costs, your latency, or your availability if Amazon's running the lights. One outage, one price hike, one policy change — and your business changes with it.
Microsoft owns the play here. OpenAI's just paying rent.
What To Do
OpenAI needs on-prem or alternative cloud — $38B AWS bet is a signal they won't get either soon.
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