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OpenAI, l’azienda che ha creato ChatGPT, ha siglato un accordo da 38 miliardi di dollari con Amazon Web Services (AWS), valido per sette anni. L’intesa, raggiunta lunedì, prevede l’accesso a migliaia di chip Nvidia, fondamentali per far funzionare e migliorare i modelli di intelligenza artificiale (IA).
Fino all’inizio del 2025, OpenAI si affidava esclusivamente a Microsoft per i servizi cloud, ma ora punta a diversificare: Amazon metterà a disposizione tutta la capacità di calcolo promessa entro il 2026, inclusi i suoi processori, utili per sviluppare software IA capaci di agire autonomamente e completare compiti complessi. Da parte di OpenAI, si tratta della mossa maggiore mai effettuata per ridurre la sua dipendenza da Microsoft.
L’accordo rafforza la posizione di Amazon in un settore in forte crescita, dove la concorrenza di Microsoft e Google è sempre più agguerrita. A Wall Street, la notizia ha fatto balzare il titolo Amazon del 6,1%, segno che gli investitori vedono nell’intelligenza artificiale una scommessa strategica per il futuro.
Intelligenza artificiale e potere
RSI Il mondo là fuori 24.10.2025, 15:30
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