Cloud-computing company Lambda deepened its relationship with Microsoft through a sizable AI infrastructure deal. Nvidia-backed Lambda announced it struck a multibillion-dollar deal with Microsoft on Monday to deploy tens of thousands of Nvidia GPUs, according to a press release. The exact size of the deal was not disclosed. Some of these GPUs will be Nvidia GB300 NVL72 systems, which were announced earlier this year and began shipping in the last few months. “It’s great to watch the Microsoft and Lambd ...

Cloud-computing company Lambda deepened its relationship with Microsoft through a sizable AI infrastructure deal.Nvidia-backed Lambda announced it struck a multi-billion-dollar deal with Microsoft on Monday to deploy tens of thousands of Nvidia GPUs, according to a press release. The exact size of the deal was not disclosed. Some of these GPUs will be Nvidia GB300 NVL72 systems, which were announced earlier this year and began shipping in the last few months. “It’s great to watch the Microsoft and Lambda t ...

We are coming up on this mark. As you look back over the past year, what has been the biggest surprise to you as someone actively involved in these markets. >> Good morning, Brian.Thank you for having me on. Uh to me, it's the market resiliency. I mean, it truly is the Teflon market.you if someone had told us a year ago that the Trump administration was actually going to go through with all of these reciprocal tariffs with threatening 100 plus percent tariffs on China all of these different trade metrics an ...

So, rumors are that OpenAI is considering an IPO in 2026 at a $1 trillion valuation. But I think that people are getting ahead of themselves with these rumors. And there's a lot to unpack in the story.First of all, OpenAI is reported to be doing $13 billion in revenue right now. That's a big number, but that ain't worth a trillion dollars. And the goal is to end this year on a $20 billion revenue run rate.That's good, but it would require the company to go public at a 50 times revenue multiple. And that fee ...

Jeff Bezos Becomes $10 Billion Richer As Amazon’s OpenAI Deal Boosts Stockhttps://t.co/RqltRgtEeS https://t.co/viAba9JOuM ...

Advanced Micro Devices (AMD) is set to report its fiscal third quarter earnings after the bell on Tuesday, following a series of massive AI chip deals with the likes of OpenAI (OPAI.PVT) and Oracle (ORCL). Last month, AMD signed a deal to provide OpenAI with up to 6 gigawatts worth of graphics processing units (GPUs) to power its AI data centers. In turn, OpenAI agreed to purchase upwards of 160 million shares of AMD stock, equal to roughly 10% of the company. AMD also inked a deal to team with Oracle an ...

Company Strategy - Google is uniquely pursuing vertical integration among major tech companies [1] - Google's "do-it-all-yourself" approach is gaining traction in the market [1] - Google's approach is influencing competitors like Microsoft and OpenAI [1]

Where are the best places for your money right now. Joining us, Laura Mart Martin, managing director, senior internet analyst at Needm and Company. Laura, I tried to You're the media wiz, so I tried to get like the TV show reference in there.Was it directionally correct. I mean, or does it it seems like everybody is kind of semidating everybody. >> I would make a more practical point here.Amazon is the only cloud company that does not tell us they are capacity constrained because they doubled their power ov ...

Group 1: AI and Market Dynamics - The AI sector, particularly OpenAI, is increasingly tied to the overall success of technology stocks, with a projected $1.4 trillion investment in AI infrastructure over the coming years [2] - OpenAI has garnered significant consumer attention, with 800 million weekly average users, which presents monetization opportunities through subscriptions and API usage [4] - The market is transitioning from a phase of broad optimism about AI to a more critical phase where proof of effectiveness and competitive advantage will be scrutinized [7] Group 2: Economic Impact of Government Shutdown - The Congressional Budget Office estimates that the ongoing government shutdown results in unrecoverable economic losses of $250 million per day, indicating significant pressure on the economy [9] - The hope for a resolution to the shutdown is linked to domestic policy focus, with expectations for a potential resolution before Thanksgiving [10] Group 3: Healthcare Sector Performance - The healthcare sector has shown strong performance, with 90% of US healthcare companies beating earnings expectations, particularly in pharmaceuticals and next-generation immunology [11] - Recent policy changes, including the FISA deal addressing pricing and tariffs, have improved the outlook for the healthcare sector [12] - AI is expected to significantly reduce the costs associated with bringing drugs to market, potentially enhancing operating margins in the healthcare industry [13]

Core Viewpoint - The recent stock rally in Amazon.com Inc is reshaping the ETF landscape for AI exposure, highlighting Amazon's significant role in the AI value chain through its partnership with OpenAI [1][6]. Group 1: Partnership and Infrastructure - Amazon Web Services (AWS) has entered a $38 billion multi-year partnership with OpenAI, becoming the official infrastructure provider for OpenAI's generative AI workloads [2]. - This partnership allows OpenAI to utilize Amazon's EC2 UltraServers, which are built around NVIDIA chips, emphasizing Amazon's growing importance in AI infrastructure [2]. Group 2: Impact on ETFs - The Invesco QQQ Trust, which tracks the Nasdaq-100, has a weighting of approximately 5.5% for Amazon, making it a key contributor to the fund's performance this quarter [3]. - The Global X Cloud Computing ETF includes Amazon's AWS ecosystem, which is well-positioned to benefit from the monetization of AI data storage and processing [4]. - The Roundhill Generative AI & Technology ETF provides exposure to companies enabling large-scale AI adoption, with Amazon's role in AI infrastructure likely to increase its influence in such portfolios [5]. Group 3: Financial Performance - AWS reported a 20% year-over-year revenue increase to $33 billion in the third quarter, marking the fastest growth since 2022, reinforcing its status as a leading player in AI infrastructure [6]. Group 4: Market Trends - There is a potential shift in ETF investor focus from "AI hardware" to "AI infrastructure," with Amazon and Microsoft positioned as major beneficiaries of this trend [7].