OpenAI announced a strategic partnership with Amazon and attracted $110 billion in new investments, which significantly increased its valuation.
OpenAI said the amount includes $30 billion from SoftBank, $30 billion from NVIDIA and $50 billion from Amazon. The new preliminary valuation of the company was $730 billion. Last fall, OpenAI was valued at $500 billion after a $6.6 billion round of stock sales from current and former employees.
«These partnerships expand our global reach, deepen our infrastructure, and strengthen our balance sheet so we can bring cutting-edge AI technologies to more people, businesses, and communities around the world,» the company said in a statement.
The strategic partnership with Amazon provides that:
Amazon Web Services (AWS) and OpenAI will jointly create a Stateful Runtime Environment based on OpenAI models, which will be available on Amazon Bedrock for AWS customers to build generative AI applications and agents at production scale.
AWS will be the exclusive third-party cloud service provider for OpenAI Frontier, enabling organizations to build, deploy, and manage teams of artificial intelligence agents.
OpenAI will consume 2 gigawatts of Trainium capacity across AWS infrastructure to support the demand for Stateful Runtime Environment, Frontier, and other advanced workloads.
OpenAI and Amazon will develop custom models available to power Amazon’s customer-facing applications.
OpenAI also reported that since the beginning of the year, the number of weekly users of the AI assistant for programmers Codex has more than tripled — to 1.6 million. And the number of users of the paid business subscription to ChatGPT is 9 million. In total, ChatGPT already has 900 million active users every week, of which 50 million have a paid subscription.
«The dynamics of subscriber growth accelerated significantly at the beginning of the year, and January and February will be the largest months in terms of new subscribers in our history. People use ChatGPT to learn, write, plan, and create,» OpenAI says.
Recall that throughout 2025, OpenAI was actively concluding deals to build AI infrastructure worth hundreds of billions of dollars with NVIDIA, Microsoft, AMD, Oracle and other partners. At the same time, critics claim that the company is unable to generate sufficient revenue to justify such a scale of investment.
In response, OpenAI’s CFO Sarah Friar released data showing that the company’s revenue has tripled over the past year and is increasing in proportion to the capabilities of its AI infrastructure.
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