OpenAI to Spend $38B on AWS Contract (Sorry Microsoft)

In this episode, we explore OpenAI’s massive $38 billion cloud deal with Amazon Web Services and what it means for their long-standing partnership with Microsoft. We break down why OpenAI might be shifting some workloads to AWS and how this move could reshape the AI cloud ecosystem.

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This episode is 14 minutes long.

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This episode was published on November 4, 2025.

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