OpenAI Partners with Amazon in $38 Billion Computing Agreement, Marking First Collaboration with Cloud Leader
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 03 2025
0mins
Should l Buy TRI?
Source: CNBC
OpenAI's New Partnership with AWS: OpenAI has signed a $38 billion deal with Amazon Web Services (AWS) to utilize its cloud infrastructure, marking a shift from its previous exclusive partnership with Microsoft. This agreement allows OpenAI to access Nvidia GPUs and expand its computing capacity over the next seven years.
Impact on Amazon's Stock and Market Position: Following the announcement, Amazon's stock rose by about 5%. The deal is significant for AWS as it strengthens its position in the cloud market, despite competition from Microsoft and Google, which reported higher growth rates in their cloud services.
OpenAI's Strategic Moves: The partnership with AWS is part of OpenAI's broader strategy to diversify its cloud partnerships and prepare for a potential IPO. OpenAI has also secured agreements with other companies like Oracle and Google, indicating its operational maturity and independence.
Infrastructure and Future Plans: The infrastructure provided by AWS will support both the training and inference of AI models, with OpenAI planning to expand its use of AWS resources. The deal includes the use of Nvidia chips, with potential for future integration of Amazon's custom-built Trainium chip.
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Analyst Views on TRI
Wall Street analysts forecast TRI stock price to rise
12 Analyst Rating
9 Buy
3 Hold
0 Sell
Strong Buy
Current: 85.890
Low
160.00
Averages
192.65
High
258.00
Current: 85.890
Low
160.00
Averages
192.65
High
258.00
About TRI
Thomson Reuters Corporation is a content and technology company. The Legal Professionals segment serves law firms and governments with research and workflow products powered by technologies, including generative artificial intelligence (AI). The Corporates segment serves corporations ranging from small businesses to multinational organizations with a full suite of content-driven products, powered by technologies, including generative AI. The Tax & Accounting Professionals segment serves tax, audit and accounting firms with research and workflow products powered by technologies, including generative AI. The Reuters News segment supplies business, financial and global news and data to media organizations, professionals and news consumers through Reuters News Agency, Reuters.com, Reuters Events, Thomson Reuters products and to financial firms exclusively via LSEG products. The Global Print segment provides legal and tax information and commercial printing services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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