Amazon Web Services (AWS) and OpenAI have formed a $38 billion partnership to enhance OpenAI's AI workloads. AWS will provide advanced computing resources, including NVIDIA GPUs and the ability to scale up to millions of CPUs, to support OpenAI's generative AI projects. The infrastructure is designed for high efficiency and low-latency performance.

OpenAI has struck a deal with AMD that allows the AI company to take a 10% stake in the chipmaker, while deploying 6 gigawatts of AMD's Instinct GPUs over the coming years. This partnership, which includes a warrant for up to 160 million shares, is set to alleviate OpenAI's compute power limitations and positions AMD as a key player in the AI industry. The deal also reflects the evolving interdependencies in the AI supply chain, with OpenAI actively building its infrastructure capabilities.