Ge Long Hui A P P·2025-11-04 00:08Core Insights - Amazon has signed a $38 billion agreement with OpenAI, reigniting interest in artificial intelligence and driving up stock prices on Wall Street and among major tech companies [1] - The spending surge in the AI sector continues, with companies like Amazon, Microsoft, and Alphabet investing billions in GPUs and AI infrastructure [1] - Despite concerns over the rapid increase in AI capital expenditures, investors remain engaged, with tech giants leading the market rally [1] Company Developments - Amazon's partnership with OpenAI is a significant move, reflecting its commitment to advancing AI technologies [1] - Major tech companies are collectively investing tens of billions in AI-related resources, indicating a robust growth trajectory for the sector [1] Market Reactions - The agreement has positively impacted stock markets, with Wall Street and large tech stocks experiencing gains [1] - Asian stock markets are expected to rise, influenced by the developments in the AI sector and the performance of tech stocks [1] - Japanese and South Korean stock index futures are showing upward trends, while the Australian stock market remains stable with unchanged interest rates [1]