OpenAI Expands AWS Capacity, Reassures Microsoft Partnership

OpenAI has struck a major deal with Amazon to expand AWS capacity for its AI systems, adding a significant new computing option alongside Microsoft Azure. The arrangement is described as not altering the long-standing Microsoft–OpenAI partnership; Microsoft retains exclusive rights to OpenAI technology and core services will continue to run on Azure, with open terms for future multi-cloud collaborations. The move is meant to meet rising demand without replacing Microsoft as the primary partner. Analysts still rate both AMZN and MSFT as Strong Buys, with MSFT offering about 51% upside versus roughly 34% for Amazon.