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November 04, 2025

News & Trends
OpenAI Inks First Multi-Billion Dollar Deal With Amazon

OpenAI has signed a multi-billion dollar deal with Amazon, worth $38 billion over 7 years, to access Amazon's AI infrastructure. This deal is part of OpenAI's recent dealmaking spree, which includes partnerships with Oracle, Broadcom, and Nvidia, totaling over $1 trillion. The partnership will help OpenAI train new AI models and serve inference for ChatGPT.

Microsoft, Alphabet Invest Heavily in AI

Microsoft and Alphabet are investing heavily in AI, with Microsoft spending $7.9 billion on infrastructure in the UAE and Alphabet selling bonds to raise cash for AI expansion. This move is despite concerns about the effectiveness of AI spending, with research firm Forrester warning of a potential reckoning for AI investments.

OpenAI signs massive AI compute deal with Amazon

OpenAI has signed a 7-year, $38 billion deal with Amazon Web Services to power its AI models, including ChatGPT. The deal provides access to hundreds of thousands of Nvidia graphics processors and is a significant step for OpenAI as it seeks to expand its compute capabilities and reduce its dependence on Microsoft.

Lambda Inks Multibillion-Dollar AI Infrastructure Deal With Microsoft

Lambda, an Nvidia-backed company, has struck a multibillion-dollar deal with Microsoft to deploy tens of thousands of Nvidia GPUs for AI infrastructure. This deal deepens the relationship between Lambda and Microsoft, with Lambda providing AI supercomputers to support Microsoft's AI workloads.

OpenAI and Amazon ink $38B cloud computing deal

OpenAI has reached a deal with Amazon to buy $38 billion in cloud computing services over the next seven years, as part of its mission to grow computing power and spend over $1 trillion in the next decade.

Options & Tutorials
You Are Asking the Wrong Questions (About Reliability and SRE)

David Blank-Edelman presents 7 essential questions to elevate reliability practices, challenging common assumptions about availability, root cause analysis, and toil automation, and highlighting the importance of customer-driven metrics and system adaptability.

Students using ChatGPT beware: Real learning takes legwork, study finds

A study of over 10,000 participants found that using ChatGPT for research leads to a shallower understanding of a subject, with users able to provide fewer concrete facts and echoing similar information to other AI users. The researchers concluded that while large language models are good at providing fluent answers, they don't replace the mental effort required for genuine understanding.

Waymo Expands to New Cities

Waymo is expanding its robotaxi services to San Diego, Detroit, and Las Vegas next year, with plans to launch in London and partner with DoorDash for food deliveries. The company's aggressive expansion comes as the autonomous taxi market heats up with competition from Tesla and Uber.

Ex-L3Harris Trenchant Boss Stole Cyber Exploits

Peter Williams, former general manager of Trenchant, pleaded guilty to stealing and selling cyber exploits to a Russian broker. He abused his 'super-user' access to transfer sensitive tools out of the company's secure network and sold them for $1.3 million.

DOJ Accuses US Ransomware Negotiators of Launching Own Ransomware Attacks

The US Department of Justice has indicted two employees of a cybersecurity company, DigitalMint, for carrying out ransomware attacks on behalf of the ALPHV/BlackCat group. The employees, who worked as ransomware negotiators, allegedly hacked into companies, stole sensitive data, and deployed ransomware. They received over $1.2 million in ransom payments from one victim. The indictment highlights the risk of insider threats in the cybersecurity industry.

Launches & Tools
Apple Releases Pico-Banana-400K Dataset

Apple has released the Pico-Banana-400K dataset, a collection of 400,000 images designed to advance text-guided image editing. The dataset was created using Google's Nano-Banana to modify real photographs from the Open Images collection and was filtered using Gemini-2.5-Pro. It includes 35 types of edits, organized into eight categories, and is available on Apple's CDN through GitHub under the Creative Commons Attribution–NonCommercial–NoDerivatives license.

Google Pulls Gemma from AI Studio

Google has pulled its Gemma AI model from AI Studio after a US senator and a conservative activist claimed it made false accusations against them. The model, which is still accessible via API, is designed for developers and researchers, not for general-purpose use. Google says it removed the model to prevent confusion and potential lawsuits.

The AI industry is running on FOMO

Big Tech companies are investing heavily in AI, with expected expenditures exceeding $400 billion next year. However, the return on investment is unclear, and some investors are concerned about the industry's hype and potential bubble. OpenAI, for example, is reportedly burning through cash despite generating $12 billion in annualized revenue. The industry's future growth and profitability remain uncertain, with some experts warning of a potential bubble burst.

Waymo Expands Robotaxi Service

Waymo is expanding its robotaxi service to Detroit, Las Vegas, and San Diego, with plans to offer 1 million trips per week by the end of 2026. The company will use a mix of self-driving Jaguar I-Pace and Zeekr RT vehicles, and its go-to-market strategy involves mapping city streets with human drivers before transitioning to autonomous vehicles.

Microsoft's $15.2B UAE Investment

Microsoft will invest $15.2 billion in the United Arab Emirates over the next four years, including the first-ever shipments of advanced Nvidia GPUs. The investment will expand Microsoft's foothold in the Middle East and position the UAE as a regional anchor of American AI influence.

Quick Links
Europe preps Digital Euro

The European Central Bank has approved the development of a Digital Euro, aiming for circulation in 2029. The digital currency aims to reduce reliance on non-European payment service providers and promote European banks' competitiveness.

$120 Million Exploit Has Chilling Effect on Entire Crypto Ecosystem

A $120 million exploit of the Balancer decentralized finance (DeFi) protocol has raised concerns about the trustworthiness of DeFi protocols. The attack, which occurred on Balancer v2, involved manipulating prices within the protocol and may have been caused by an exploit involving the control mechanisms of the protocol. The incident has serious implications for DeFi, with some experts warning that it could set back the adoption of DeFi by 6-12 months.

OpenAI Inks $38B Deal with AWS

OpenAI has signed a $38 billion agreement with Amazon Web Services (AWS) to support its growing AI compute needs. The seven-year deal will provide OpenAI with access to AWS EC2 UltraServers and custom infrastructure, including Nvidia GPUs. This partnership is in addition to OpenAI's existing $250 billion commitment to Microsoft Azure.

OpenAI Signs $38 Billion Deal With Amazon

OpenAI has signed a $38 billion deal with Amazon to buy cloud infrastructure, marking a significant partnership in the AI industry. The deal will provide OpenAI with access to hundreds of thousands of state-of-the-art NVIDIA GPUs and tens of millions of CPUs to rapidly scale agentic workloads.

Europe's Power Grid Security

A recent power outage in Spain, Portugal, and France highlights the delicate balance of national grids. Experts warn of increasing cyberattacks on utility companies, with outdated IT infrastructure and lack of standardization exacerbating the issue. The European Commission is funding projects to improve grid resilience, including the development of a shared language for incident response and open-source security platforms.

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