According to the agreement, AWS would not only invest another $50 billion in OpenAI, but would be the exclusive third-party cloud provider for Frontier, which is currently in limited preview with a small group of AI-native companies including Abridge, Ambience, Clay, Decagon, Harvey, and Sierra. OpenAI says it will soon expand the program to other AI builders.
AWS has also agreed to give OpenAI 2GW of Trainium capacity to support demand for the stateful environment, Frontier, and “other advanced workloads.” Further, the two companies would develop models specifically for Amazon applications, and expand their existing $38 billion multi-year agreement to $100 billion over eight years.
However, at the time of that announcement, OpenAI also felt the need to concurrently announce that nothing about its collaborations with other tech companies “in any way” changed the terms of its partnership with Microsoft. Azure would remain the exclusive cloud provider of stateless OpenAI APIs.
The two companies stressed that, as in their original agreement:
- OpenAI has the flexibility to commit to compute elsewhere, including through infrastructure initiatives like the Stargate project.
- Both companies can independently pursue new opportunities.
- An ongoing revenue share arrangement will stay the same; however, that agreement has “always” included revenue-sharing from partnerships between OpenAI and other cloud providers.
OpenAI and Microsoft also underscored the fact that the tech giant will maintain an exclusive license and access to intellectual property (IP) across OpenAI models and products, and that OpenAI’s Frontier and other first-party products would continue to be hosted on Azure.
They stated that their ongoing partnership “was designed to give Microsoft and OpenAI room to pursue new opportunities independently, while continuing to collaborate, which each company is doing, together and independently.”
