OpenAI has signed a landmark $38 billion agreement with Amazon Web Services (AWS), marking its first major team-up with the world's leading cloud infrastructure provider. The transaction enables OpenA... ...

The S&P 500 Index ($SPX) (SPY) today is up +0.08% the Dow Jones Industrials Index ($DOWI) (DIA) is down -0.41%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.55%.  December E-mini S&P futures (ESZ25) are up +0.16%, and December E-mini Nasdaq futures (NQZ25) are up +0.66%. US stocks are trading generally higher today on fresh M&A deals and continued AI optimism after OpenAI bought $38 billion of AI computing power from Amazon. In M&A deals, Kimberly-Clark’s announced a $40 billion acquisition of Tylenol- ...

This week in AI:• OpenAI expands into India — ChatGPT Go goes free.• Reddit sues Perplexity for scraping training data.• Tencent reveals half its code is now AI-generated.• Researchers build chips that compute with light.Every headline points to one truth:we’re scaling faster than we can verify.On this week’s XTC Show, TC joined @Tony0kai to talk about what comes next — the invisible infrastructure that keeps AI verifiable and trustworthy.Enter Expander — Polyhedra’s cryptographic acceleration layer that bo ...

great about this. >> Let's get the opening bell on this CNBC realtime exchange this morning at the big board. It's cut celebrating its listing and spin-off from Deont.We'll speak with CEO John Kemp in just a couple of minutes at the NASDAQ and his semiconductor company Micro Systems. As we move into November, Jim, where the average gain for the S&P is about 1%. >> But boy, there's >> 60 some odd percent of the time.There are some uh some stocks that are just crushing it. They continue to crush it. They tend ...

Reddit (RDDT) stock has extended gains in recent sessions after the social media platform reported its fifth consecutive profitable quarter since going public. Reddit earned $0.80 on a per-share basis in its third financial quarter on a better-than-expected $585 million in revenue, which translates to 68% growth on a year-over-year basis. More News from Barchart Despite post-earnings gains, Reddit shares are down more than 20% versus their year-to-date high. www.barchart.com Should You Buy Reddit Stoc ...

Core Insights - Microsoft has announced an expanded partnership with UAE-based AI company G42, planning to invest over $7.9 billion from early 2026 to the end of 2029 for AI cloud service infrastructure [1] - G42, established in 2018, has previously collaborated with Microsoft, including a $1.5 billion investment in 2024 to provide AI solutions in the Middle East, Central Asia, and Africa [1] - The current investment will allocate $5.5 billion for building AI and cloud service infrastructure and $2.4 billion for operational expenses and distribution costs [1] Investment Details - The total investment from Microsoft to G42 will exceed $7.9 billion, equivalent to approximately 562.83 billion RMB [1] - Of this investment, $5.5 billion (approximately 391.85 billion RMB) is designated for AI and cloud service infrastructure development [1] - The remaining $2.4 billion (approximately 170.99 billion RMB) will cover operational costs and distribution expenses [1] Technology and Capabilities - G42 is one of the few UAE companies that can obtain export licenses from the U.S. Department of Commerce, allowing Microsoft to introduce significant computing power to the UAE [2] - Microsoft has already brought in the equivalent of 21,500 NVIDIA A100 GPUs and received additional licenses for 60,400 A100 chip equivalents, enabling the delivery of advanced chips like GB300 [2] - The partnership aims to leverage this computing power to provide AI models from companies like OpenAI and Anthropic to local governments, startups, and users [2]

Core Insights - Amazon CEO Andy Jassy indicated the potential for significant deals, with the recent $38 billion partnership with OpenAI serving as a confirmation of this strategy [1] Company Developments - The partnership with OpenAI is valued at $38 billion, highlighting Amazon's commitment to expanding its influence in the AI sector [1]

Core Insights - Amazon's stock increased approximately 5% following the announcement of a $38 billion deal with OpenAI for access to Nvidia's AI chips through its cloud infrastructure [1][7] - OpenAI will utilize Nvidia's GPUs within Amazon's AI servers, starting immediately and scaling to full capacity by the end of 2026 [2] - OpenAI has multiple significant agreements with other companies, including a $300 billion deal with Oracle and over $22 billion with CoreWeave, raising concerns about potential market bubbles and overstated AI demand [3] Financial Implications - OpenAI's projected costs are expected to exceed $1 trillion by the end of the decade, while its revenue is significantly lower, raising questions about its ability to meet infrastructure commitments [4] - OpenAI is preparing for an IPO that could value the company at $1 trillion, following a new agreement with Microsoft to transition into a for-profit public benefit corporation [5] Competitive Landscape - Amazon's recent third-quarter earnings exceeded analyst expectations, contributing to a record high stock price [6] - AWS has completed a major AI data center project and plans to provide one million custom AI chips to OpenAI's competitor, Anthropic, by the end of 2025 [6]

11月3日消息，亚马逊与OpenAI公布一项约380亿美元多年度合作协议。 根据合同，OpenAI将通过AWS获取大量算力资源：EC2 UltraServers、数十万NVIDIA GPU、可扩展至数千万CPU，同时AWS表示相关部署计 划将在2026年底完成，并可持续至更远未来。 合作消息发布后， 亚马逊盘前最高上涨5.68%，英伟达股价也扩大涨幅，涨幅高达3%。 | US 亚马逊(AMZN) | | | | | | --- | --- | --- | --- | --- | | 盘前交易 11/03 09:14:38 EST | | | | | | 4 +21.36 (+9.58%) | | | | | | 最高 | 250.50 | 今开 | 250.10 | 成交量 1.66亿 | | 最低 | 243.98 | 昨收 | 222.86 | 成交额 411.5亿 | | 换手率(1) | 1.72% | 市盈率TM | 34.51 | 总市值450 2.61万亿 | | 振幅 | 2.93% | 市盈率LYR | 43.17 | 流通市值 2.36万亿 | | 52周最高 | 250.50 | 市净率 ...

亚马逊(AMZN.US)盘初大涨超5%，报256.6美元创历史新高，市值达2.76万亿美元。 消息上，亚马逊旗下的云计算部门AWS与OpenAI签署了380亿美元协议，为OpenAI几乎"无底洞"般的计算需求提供部分支持。公告显示， 这项合作为期七年，AWS将为ChatGPT的开发者提供数十万块英伟达图形处理器的使用权。这项安排标志着OpenAI正从一个研究实验室转 变为重新定义科技行业格局的AI巨头。 据悉，该公司计划在基础设施建设上投入高达1.4万亿美元，用于训练和运行其人工智能模型。全球最大的"租赁计算能力"提供商，对于亚 马逊而言，这笔交易意味着一个强有力的认可：它依然具备构建和运营超大规模数据中心网络的能力。AWS首席执行官马特·加曼表 示："AWS的顶级基础设施将成为OpenAI雄心的中坚力量。" ...