I don't think Amazon offers what Azure does (yet) in terms of HPC or multi-GPU capacity. The blog post doesn't say how long the agreement is for, but the relationship probably makes sense at the moment.
All the cloud providers are building out this type of capacity right now. It's already having a big impact in terms of quarterly spend, which we just saw in the NVDA Q1 results. AWS, Azure, and GCP for sure, but also smaller players like Dell and HPE and even NVidia themselves are trying to get into this market. (Disclaimer: I work at one of these places but don't feel like saying which). I suspect the GPU constraints won't be around too long, at which point we'll find out if OpenAI made a contractual mistake.
All the cloud providers are building out this type of capacity right now. It's already having a big impact in terms of quarterly spend, which we just saw in the NVDA Q1 results. AWS, Azure, and GCP for sure, but also smaller players like Dell and HPE and even NVidia themselves are trying to get into this market. (Disclaimer: I work at one of these places but don't feel like saying which). I suspect the GPU constraints won't be around too long, at which point we'll find out if OpenAI made a contractual mistake.