内容来源：https://www.wired.com/story/openai-amazon-multi-billion-dollar-deal/

内容总结：

【科技讯息】人工智能领域再现重磅合作：开发ChatGPT的OpenAI公司与亚马逊云科技（AWS）签署一项价值38亿美元（约合人民币275亿元）的基础设施采购协议，用于模型训练和用户服务。此举引发行业对AI产业格局与市场泡沫化的高度关注。

值得关注的是，OpenAI此前与微软保持着深度战略合作，而微软正是亚马逊在云服务领域的主要竞争对手。与此同时，亚马逊还是OpenAI竞争对手Anthropic的重要投资方。目前，亚马逊与微软均在自主研发AI模型，与OpenAI形成竞合关系。

行业分析师Patrick Moorhead指出，这笔交易既印证了科技巨头对算力资源的真实需求，也表明亚马逊在AI竞赛中仍具实力。他特别强调，OpenAI正通过"多云部署"策略降低对单一云服务商的依赖。

根据协议，亚马逊将为OpenAI构建搭载英伟达GB200/GB300芯片的定制化算力集群，提供数十万颗先进GPU及可扩展至数千万CPU的算力支持。OpenAI联合创始人奥特曼表示："前沿AI技术的拓展需要海量可靠算力支撑。"

这一合作背景是AI基础设施投资的爆发式增长。据业内人士预测，2026至2027年间美国AI基础设施投资规模将突破5000亿美元。与此同时，OpenAI近期调整其组织架构，在保持非营利性质的前提下设立营利性分支机构，被市场解读为拓宽融资渠道的重要举措。

当前，科技巨头与AI初创公司正围绕"智能体AI"赛道展开激烈角逐。行业在见证技术突破的同时，也对持续膨胀的基础设施投入与异常资本流动保持警惕，关于"AI泡沫"的讨论正持续升温。

中文翻译：

OpenAI与亚马逊签署了一项价值380亿美元的多年协议，将采购AWS云基础设施用于模型训练和用户服务。
这笔交易再度表明人工智能行业正形成盘根错节的合作生态——OpenAI现已与谷歌、甲骨文、英伟达和AMD等业界巨头建立起核心合作伙伴关系。
此次与AWS的合作尤为引人注目，因为OpenAI当初正是凭借与亚马逊最大云服务竞争对手微软的合作崭露头角。而亚马逊同时也是OpenAI主要竞争对手Anthropic的重要投资方。目前亚马逊与微软都在自主研发AI模型，以期与OpenAI等初创企业竞争。
当前不少观察人士担忧，这场如火如荼的基础设施建设竞赛及其背后非常规的金融协议，可能预示着人工智能泡沫正在形成。财经记者德里克·汤普森的报道显示，2026至2027年间美国企业在AI基础设施领域的投入预计将突破5000亿美元。
Moor Insights & Strategy首席分析师帕特里克·穆尔黑德认为，科技巨头与AI初创企业确实存在扩容需求，并且看到了将算力转化为收益的可行路径。他指出新协议证明亚马逊在AI领域并未落后："很多人断言他们出局在即，但转眼他们就拿出380亿美元签约金额，这确实非同寻常。"穆尔黑德补充说OpenAI正在采取分散化战略以降低对单一云服务商的依赖："现阶段OpenAI几乎与所有主流厂商都建立了合作。"
亚马逊在公告中透露正在为OpenAI构建定制化基础设施，该配置包含GB200和GB300两款英伟达芯片，将同时用于训练和推理任务。公司还表示此协议将让OpenAI获得"数十万颗尖端英伟达GPU，并能扩展至数千万CPU核心以快速部署智能体工作负载"。
随着越来越多用户运用AI工具进行网络操作，OpenAI等行业参与者似乎都坚信智能体AI将扮演日益重要的角色。"拓展前沿AI技术需要庞大而可靠的算力支持，"OpenAI联合创始人兼首席执行官萨姆·奥尔特曼在公告中强调。
OpenAI上周宣布将采用新型营利架构以拓宽融资渠道。尽管公司仍受非营利机构控股，但其营利部门已转型为公益型企业。

英文来源：

OpenAI has signed a multi-year deal with Amazon to buy $38 billion worth of AWS cloud infrastructure to train its models and serve its users.
The deal is yet another sign of the AI industry becoming increasingly entangled, with OpenAI now at the center of major partnerships with industry players including Google, Oracle, Nvidia, and AMD.
The AWS agreement is also notable because OpenAI rose to prominence in part through its partnership with Microsoft—Amazon’s biggest cloud rival. Amazon is also a major backer of one of OpenAI’s key competitors, Anthropic. Amazon and Microsoft are currently developing their own AI models to compete with startups like OpenAI.
Many now worry that the race to build ever more infrastructure—and the unusual financial agreements behind the deals—are a sign of an AI bubble. Between 2026 and 2027, companies are projected to spend upwards of $500 billion on AI infrastructure in the US, according to reporting by financial journalist Derek Thompson.
Patrick Moorhead, chief analyst at Moor Insights & Strategy, says he believes that big tech companies and AI startups have a genuine need for more capacity and see a path to turn compute into profit. He adds that the new deal shows that Amazon is not such a laggard in AI after all. “Many people said they were down and out, but they just put $38 billion up on the board, right, which is pretty exceptional,” he says.
Moorhead adds that OpenAI’s strategy is to limit its dependence on any one cloud provider. “OpenAI is deploying with pretty much everybody at this point,” he says.
Amazon said in its announcement that it is building custom infrastructure for OpenAI. The setup features two kinds of Nvidia chips, GB200s and GB300s, which Amazon said will be used for both training and inference. The company also said the deal would provide OpenAI with access to “hundreds of thousands of state-of-the-art NVIDIA GPUs, with the ability to expand to tens of millions of CPUs to rapidly scale agentic workloads.”
OpenAI and other AI players appear to believe that agentic AI will become increasingly important as more users adopt AI tools to navigate the web.
“Scaling frontier AI requires massive, reliable compute,” OpenAI cofounder and CEO Sam Altman said in the announcement.
OpenAI said last week that it would adopt a new for-profit structure that should allow it to raise more money. While the company is still controlled by a nonprofit, its for-profit arm has become a public-benefit corporation.