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Ebube Jones

A $38 Billion Reason to Buy Amazon Stock Here

Amazon AI AWS Amazon.com Inc. Nvidia OpenAI Cipher Mining United States

Amazon (AMZN) recently finalized a $38 billion partnership with OpenAI, securing priority access to hundreds of thousands of Nvidia's most advanced GPUs for the next seven years. The announcement landed just as Amazon crushed earnings expectations. The standout segment was AWS, which posted 20.2% growth to $33.01 billion in Q3 2025, its strongest performance in years.​

All of this is happening as the AI infrastructure market is set to grow from $135.81 billion in 2024 to $394.46 billion by 2030, and the GPU as a Service (GPUaaS) market is projected to jump from $8.21 billion to $26.62 billion in the same period. These forward-looking numbers highlight the sheer scale of the opportunity Amazon is chasing with this landmark deal.​

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