When Cipher Mining Inc. (NASDAQ:CIFR) CEO Tyler Page talks about the company's transformation from Bitcoin (CRYPTO: BTC)-miner to AI-infrastructure landlord, he doesn't mince words. "Our secret sauce," he says, is credibility — credibility with both wildcat site hunters and hyperscalers with global ambitions. Page believes it's precisely why Cipher is now in pole position in the deep‐tech power race.Track CIFR stock here.Building Bridges Between Wildcatters And Cloud GiantsPage insists the company's edge li ...

Amazon.com, Inc. ( AMZN ) surprised investors with an upbeat Q3 ’25 earnings report , beating consensus estimates at both the top- and bottom-line. With customer shopping remaining strong across Amazon’s storefronts, particularly through the adoption of Everyday Essentials, andMonte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional servic ...

Amazon.com, Inc. ( AMZN ) surprised investors with an upbeat Q3 ’25 earnings report , beating consensus estimates at both the top- and bottom-line. With customer shopping remaining strong across Amazon’s storefronts, particularly through the adoption of Everyday Essentials, andMonte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a decade in professional servic ...

Core Insights - AWS and OpenAI have entered into a $38 billion agreement for OpenAI to utilize AWS infrastructure for its AI workloads, effective immediately [1][2] - OpenAI will leverage AWS's extensive computing resources, including hundreds of thousands of Nvidia GPUs and the potential to scale to tens of millions of CPUs, with plans to fully deploy the capacity by the end of 2026 [2][3] Company Collaboration - The partnership aims to enhance the compute ecosystem necessary for scaling frontier AI, as stated by OpenAI's CEO Sam Altman, emphasizing the importance of reliable compute for advanced AI development [3] - AWS CEO Matt Garman highlighted that AWS infrastructure will be crucial for supporting OpenAI's ambitious AI projects, showcasing AWS's unique position in providing optimized compute resources [3] Previous Collaborations - Earlier in August, OpenAI's foundation models became available on Amazon Bedrock, marking the first instance of OpenAI's models being accessible on a cloud platform outside of Microsoft Azure [4][5] - This collaboration has allowed OpenAI to reach millions of customers on AWS, rapidly becoming a popular model provider for various applications, including coding and scientific analysis [5] Financial and Structural Changes - OpenAI recently restructured its for-profit arm into a public benefit corporation and announced plans to purchase an additional $250 billion worth of Microsoft Azure services, while also indicating that Microsoft will no longer have a right of first refusal as OpenAI's compute partner [5][6] - Microsoft holds a 27% stake in OpenAI, valued at approximately $135 billion [6]

Core Insights - Amazon's shares reached a new record high following the announcement of a $38 billion compute deal with OpenAI, marking OpenAI's first partnership with Amazon [1] - The deal allows OpenAI immediate access to hundreds of thousands of NVIDIA GPUs on Amazon's network, with a dedicated infrastructure to be built by the end of next year [2][3] - This partnership signifies OpenAI's shift towards a multicloud strategy, diversifying its risk and reducing reliance on Microsoft, especially after Microsoft's right of first refusal expired [4][5] Company Developments - OpenAI's deal with Amazon nearly matches its current $40 billion financing round, highlighting its aggressive pursuit of compute resources [2] - Amazon is projected to achieve a record $210 billion in Q4, partly due to this new partnership [3] - OpenAI's CEO indicated that the company is motivated to go public to validate its capability to fulfill its compute commitments, which now exceed $1.4 trillion [8] Industry Context - The partnership comes at a time when demand for compute resources is accelerating, positioning OpenAI favorably in the competitive cloud landscape [5] - OpenAI's strategy includes expanding to other cloud providers like Oracle and Google, indicating a broader trend of multicloud adoption in the industry [7] - The evolving relationship between OpenAI and Microsoft reflects a significant shift in the cloud computing market dynamics, particularly with OpenAI's increasing independence [6][7]

Welcome to Cash Flow Venue, where dividends do the heavy lifting! Blending my financial chops with the timeless wisdom of value investing (and love for steady income), I’ve built a rock-solid pillar in my financial foundation through dividend investing. I believe it’s one of the most accessible paths to achieving financial freedom, and I’m excited to share my insights with you. I’m a finance professional with deep experience in M&A and business valuation. What does that mean in practice? I’ve evaluated coun ...

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The AWS & CrowdStrike Cybersecurity Accelerator is now open to cloud and artificial intelligence security startups around the world.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.The third annual program is accept ...

Bueno, está fuerte, ¿no. Está. A ver, eh, perdón.Eh, bueno, yo estoy acá porque Mario Moncayo, que trabaja acá en la UES, me invitó a participar en esta charla. Mario, en realidad me lo crucé en el supermercado, o sea, no es que no es que me llamó y me dijo, "Justo que te encontrar para pedirte algo, acá hagas una charla, converses con todos y los convenzas de que la creatividad es el principal activo del mundo." Y yo dije, bueno, más allá que el principal activo del mundo, creo que es el principal activo d ...

Group 1 - Iren (IREN) announced a multiyear cloud-services contract with Microsoft (MSFT) worth $9.7 billion, involving advanced Nvidia (NVDA) chips [1] - The contract includes a 20% prepayment and provides Microsoft access to Nvidia Blackwell GB 300 GPUs over five years [1] - Following the announcement, Iren's stock surged, along with other bitcoin miners transitioning to AI [1] Group 2 - Quantum computing stocks are experiencing volatility as they approach Q3 earnings reports, with IonQ set to report late Wednesday [2]