And there is breaking news on another multibillion dollar deal because it's Monday. That's when all of the M&A happens. Amazon's cloud unit and OPENAI announcing a $38 billion deal in artificial intelligence.This allows Openai to run its AI workloads on a website that supports Amazon's cloud business. RWC infrastructure starting immediately. And Bloomberg Tech co-host Caroline Hyde joins us now to walk us through this sea of deals.But let's focus first on us, Carol, and what do we know about billions, a nic ...

Core Insights - Amazon's cloud unit and OpenAI have announced a $38 billion deal focused on artificial intelligence, allowing OpenAI to run its AI workloads on Amazon's cloud infrastructure [1] - This deal is part of a broader competitive landscape in cloud computing, with Oracle also making significant commitments, highlighting the intense competition among major players [2][3] - Amazon's recent financial performance shows a 20% year-on-year growth in the U.S., indicating a strong recovery and capability to support extensive computational needs [3] Company and Industry Summary - The partnership between Amazon and OpenAI marks the beginning of a seven-year relationship, with plans to have the necessary computing resources operational by the end of 2026, suggesting potential for future growth in the deal's value [4] - OpenAI's increasing reliance on cloud computing resources from multiple providers, including Amazon and Oracle, underscores the growing demand for computational power in AI development [3][4] - Amazon's expertise in managing large data centers positions it as a key player in the cloud computing sector, capable of providing millions of CPUs to support OpenAI's ongoing computational requirements [4]

Core Insights - OpenAI has entered into a significant $38 billion agreement with Amazon Web Services (AWS), marking its first major collaboration with a leading cloud infrastructure provider [1] Group 1 - The agreement with AWS is expected to enhance OpenAI's capabilities in cloud computing and data processing [1] - This partnership signifies a strategic move for OpenAI to leverage AWS's extensive infrastructure to support its AI models and services [1] - The deal represents a substantial financial commitment, indicating strong confidence in the growth potential of AI technologies [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]

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。" ...

CoreWeave Overview - CoreWeave has experienced a significant stock increase of over 230% since its IPO on March 28 [1][8] - The company specializes in cloud infrastructure tailored for artificial intelligence (AI), positioning itself advantageously in a market with rising demand for generative AI [2][3] Market Position and Competitive Advantage - CoreWeave's focus on generative AI workloads provides it with a competitive edge over larger cloud providers like Amazon Web Services and Microsoft Azure, which have a more generalized approach [4] - The company is well-positioned to capitalize on substantial capital expenditures from major tech firms, with Alphabet and Meta Platforms planning to invest between $70 billion and $93 billion in 2025 [5] Financial Performance - In the first half of 2025, CoreWeave reported revenue of $2.2 billion, reflecting a remarkable 275% increase year-over-year, indicating strong market demand [6] - Despite revenue growth, the company incurred an operating loss of $605 million in the same period, which is an increase from a loss of $452 million in the previous year, largely due to rising interest expenses [7]

Core Insights - OpenAI and Amazon have signed a significant $38 billion deal allowing OpenAI to utilize Amazon's data centers for its AI systems, which will enhance the capabilities of ChatGPT and other AI tools [1][2] - The partnership comes shortly after OpenAI modified its relationship with Microsoft, its previous exclusive cloud provider, indicating a strategic shift in its cloud computing alliances [2] - OpenAI has made substantial financial commitments exceeding $1 trillion for AI infrastructure, highlighting the increasing demand for computing power in the AI sector [3][4] Company Developments - OpenAI will leverage "hundreds of thousands" of Nvidia's specialized AI chips through Amazon Web Services (AWS) as part of the new agreement, which is expected to be fully operational by the end of 2026 [1][3] - The deal is part of OpenAI's broader strategy to raise capital and transition to a profit-making business model, as approved by California and Delaware regulators [2] - OpenAI's CEO, Sam Altman, expressed confidence in the company's revenue growth trajectory, indicating a forward-looking approach despite concerns regarding profitability [4][5] Industry Context - The rapid advancement of AI technology has led to unprecedented demand for computing power, prompting companies like OpenAI to seek extensive cloud resources [3] - Amazon is already a primary cloud provider for AI competitor Anthropic, showcasing the competitive landscape in the AI cloud services market [5]

Amazon Web Services will provide infrastructure for OpenAI's artificial-intelligence workloads. ...

Group 1 - OpenAI has signed a $38 billion infrastructure deal with Amazon Web Services (AWS), marking its first contract with AWS and indicating a shift away from sole reliance on Microsoft for computing resources [2][3] - Under the agreement, OpenAI will utilize existing capacity on AWS, leveraging hundreds of thousands of NVIDIA GPUs across US data centers, with plans for future expansion [2][3] - Microsoft reaffirmed its commitment to OpenAI with a $250 billion investment to continue scaling on Azure, but the AWS deal is seen as more significant in terms of strategic direction towards a multicloud future [4] Group 2 - The AWS deal is part of a broader trend where OpenAI has also signed agreements with Google and Oracle, indicating a diversification of its cloud partnerships [4] - The previous exclusive partnership with Microsoft ended recently, transitioning to a right of first refusal, which has now expired, allowing OpenAI to explore other cloud options [3]

Core Insights - Microsoft will invest $15.2 billion in the UAE over the next four years, marking a significant expansion in the region's AI capabilities [1] - The investment includes the first-ever shipments of advanced Nvidia GPUs to the UAE, facilitated by a U.S. export license [1][3] - The deal positions the UAE as a key player in the global AI landscape and a regional hub for American AI influence [2] Investment Breakdown - The $15.2 billion investment includes over $7.3 billion to be spent in the UAE from 2023 to the end of 2025, which encompasses a $1.5 billion equity investment in G42 and over $4.6 billion in capital for data centers [5] - From 2026 to 2029, Microsoft plans to invest an additional $7.9 billion, including $5.5 billion for AI and cloud infrastructure expansion [7] AI Infrastructure and Talent Development - Microsoft has accumulated the equivalent of 21,500 Nvidia A100 GPUs in the UAE, utilizing these chips to provide access to various AI models [4] - The company aims to train one million residents by 2027 and establish Abu Dhabi as a regional hub for AI research and model development [8] Strategic Partnerships - The investment coincides with a $9.7 billion deal signed with Australia's IREN for AI cloud capacity, indicating Microsoft's broader strategy in the AI sector [9]