4 November 2025 Amazon.com (AMZN US) Buy: OpenAI agreement lifts forecasts and TP AWS agrees 7-year deal with OpenAI: AWS has agreed a 7-year USD38bn deal to supply OpenAI with cloud capacity, further endorsing AWS's compute buildout capabilities. Open AI (a private company) will start using ASW services immediately, with all planed capacity to come online by the end 2026, with room to expand further in 2027 and beyond. Key to AWS's ability to sign a deal with OpenAI has been the increase in AWS's power, da ...