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Is OpenAI's $38B AWS Deal a Bubble? - AI with Kyle | AI with Kyle

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Is OpenAI's $38B AWS Deal a Bubble?

23 views

November 4, 2025

Join 40,000 readers and get the full notes and summary: https://newsletter.aiwithkyle.com/subscribe OpenAI just signed a $38 billion cloud deal with Amazon Web Services, adding to their growing list of partnerships with Oracle and Nvidia. I break down why they're moving away from Microsoft's exclusive control and spreading across multiple cloud providers....

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