Compute · the Ledger · Capacity contract
OpenAI expands its AWS agreement by $100B over eight years, including ~2 GW of Trainium capacity
Amended · announced 27 Feb 2026 · the week to 27 Feb 2026
- Size
- $100B
- Power
- 2 GW
- Term
- 8 years
The parties
- OpenAIcompany pageBuyer
- Amazon Web Servicescompany pageProvider
The source
Amazon 8-K Ex. 99.1, 2026-02-27Regulatory filing
Expands the November 2025 $38B agreement (see openai-aws-capacity-2025-11). AWS becomes exclusive third-party cloud distributor for OpenAI Frontier. Accelerator as stated: AWS Trainium.
The same parties, other deals
- Nvidia gives SB Energy residual value guaranties, capped at $105B, on ~4.25 GW of Ohio data center leases to OpenAI$105B · 17 Aug 2026
- Anthropic commits more than $100B over ten years to AWS for up to 5 GW; Amazon invests $5B now and up to $20B more$100B · 20 Apr 2026
- Amazon agrees to invest $50B in OpenAI: $15B in the current round plus a $35B commitment tied to milestones or an IPO$50B · 27 Feb 2026
- OpenAI agrees to deploy 750 MW of Cerebras inference compute; Cerebras's S-1 values the deal at more than $20B$20B · 14 Jan 2026
- AWS signs a ~$5.5B, 15-year lease for 300 MW at a Cipher site$5.5B · 3 Nov 2025
- OpenAI signs a $38B, seven-year agreement for AWS capacity on Nvidia GB200 and GB300 GPUs$38B · 3 Nov 2025