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- OpenAI strikes AWS cloud deal
News of the day
1. OpenAI partners with AWS in a $38 billion deal to scale its AI models, securing massive computing power for future growth and development. → Read more
2. Exploring the AGI myth as a conspiracy theory and China's potential to lead the global AI race. → Read more
3. ElevenLabs CEO Mati Staniszewski on the future of AI voice, its impact on tech, and ethical considerations. → Read more
4. Lambda secures a multi-billion dollar AI infrastructure deal with Microsoft, involving tens of thousands of Nvidia GPUs, including GB300 NVL72 systems.→ Read more
Our take
Hi Dotikers!
OpenAI isn’t slowing down ; it’s shifting gears. After a restructuring that clarified its governance and cemented its alliance with Microsoft, the company has signed a $38 billion deal with AWS to secure large-scale GPU capacity over several years. It’s a deliberate move toward a multi-cloud strategy that dilutes Azure’s exclusivity, while underscoring a key truth of the moment: in AI, the number-one constraint is no longer the algorithm, but access to infrastructure. A $38 billion shopping cart at AWS ; and not a single Prime Day in sight.
For AWS, it’s a powerful signal: the ChatGPT showcase gives it new momentum against Azure. For OpenAI, it’s an insurance policy against hardware bottlenecks, with plans to deploy hundreds of thousands of Nvidia GPUs and massively extend CPU capacity for agentic workloads. This agreement stacks on top of other colossal commitments ; at least 10 gigawatts with Nvidia, another 10 with Broadcom, plus collaborations with AMD and Oracle. The new keyword isn’t parameter anymore ; it’s gigawatt.
Should we be excited or concerned? Both. Strategically, diversifying across clouds reduces operational risk and accelerates the product roadmap. Economically, the bill is staggering ; some are already talking about ecosystem investments surpassing one trillion dollars. As long as demand stays strong, the machine holds, but cost discipline in inference, model optimization, and energy efficiency will become critical. The players that turn these massive commitments fastest into recurring revenue ; through useful agents and deep business integrations ; will take the lead. The others will mostly end up financing their partners’ data centers.
In short, OpenAI is playing for amplitude, not precision. It’s consistent with its ambition to stay ahead, but it places the company at the center of an industrial bet ; that next-generation AI will justify infrastructure on a continental scale. The ball is no longer in the research labs ; it’s in the server rooms.
G.
Meme of the day
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