The chat GBT maker is buying $ 38 billion worth of cloud capacity from Amazon Web Services. The move marks a shift away from its exclusive reliance on Microsoft. This partnership starts immediately and gives OpenAI room to expand through 2026 and beyond. ...

RT f𝕏nction (0/hero) (@fxnction)Very honored and excited to have @brave + $BAT as a stream partner!See y'all tomorrow on the biggest BIRDIE stream yet!⛳️ ...

Partnership & Strategy - Succinct secures a 1-year exclusive partnership with Tandem/Offchain Labs for ZK proving on Arbitrum chains [1] - This partnership positions Succinct as the default ZK solution for the largest L2 ecosystem [1] Revenue & Network Effects - The partnership is expected to unlock hundreds of millions of dollars in revenue for the network and $PROVE stakers [1] - The exclusive agreement aims to create sticky network effects and long-term revenue for the Succinct Prover Network (SPN) [1]

Partnership & Integration - MoonPay and Trust Wallet have formed a multi-year strategic partnership to simplify crypto ownership [1] - MoonPay now powers a faster, smoother, and more secure in-app experience for buying crypto in Trust Wallet [1] Industry Impact - The partnership aims to accelerate crypto onboarding [1] - The collaboration emphasizes ease of use for users [1]

Financial Performance - AWS added $16 billion of revenue quarter over quarter, indicating significant growth [1] Cloud Adoption and Potential - Estimates suggest only 10% to 15% of workloads have moved to the cloud, highlighting enormous potential for future growth [2] AI Strategy and Customer Focus - AWS is laying the groundwork for enterprises to realize value from AI, modernization, and cloud perspectives over the next 2-5 years [3] - Customers are excited about AI's transformative potential across businesses, workflows, and jobs [4] - AWS prioritizes supporting mission-critical enterprise and startup workflows to ensure customers can run their businesses and trust AWS long-term [7] Supply Constraints and Strategic Considerations - AWS acknowledges supply constraints, particularly for very large customers building large training clusters, and is working to mitigate these [6] - The industry is experiencing rapid growth, making it challenging for any single provider to meet all demands [8] - Constraints include chips, power, components, and demand [8] Partnership with Nvidia - AWS is a close partner with Nvidia, with DGX cloud running on AWS [10] - AWS adds value to Nvidia GPUs through its Nitro system, enhancing enterprise security, isolation, and encryption [12]