Join 40,000 readers and get the full notes and summary: https://newsletter.aiwithkyle.com/subscribe Subscribe and turn on notifications to catch the next live stream: https://www.youtube.com/@iamkylebalmer?sub_confirmation=1 Want to become fast-track becoming an AI Trainer? Apply to join the next AI Workshop Kit cohort: https://newsletter.aiwithkyle.com/c/workshop-kit This video is from the ‘AI with Kyle News and Updates Live Stream’ First aired: 4 November 2025 Summary: OpenAI's just announced a massive multi-year partnership with AWS, and honestly, it's another piece in what's becoming a rather concerning puzzle. They're spreading their infrastructure across Microsoft Azure, Oracle, and now Amazon's cloud servers—diversification makes sense on paper, but here's the weird bit: this $38 billion deal means AWS will order hundreds of thousands of Nvidia GPUs, and Nvidia's also investing back into OpenAI. The money's literally going in circles, which has some people (myself included) a bit worried about whether we're watching a bubble inflate in real time. What really struck me is how much the entire AI market is now riding on OpenAI's success. They're going public next year, and if they don't deliver the profits to justify all this spending, it could get messy. I'm not trying to be alarmist here—this circular financing is somewhat normal in tech—but the scale of it without clear revenue paths is what's raising eyebrows. We've seen this pattern before with Oracle's deal a few months back, and Larry Ellison briefly became the richest person on earth from it. It's fascinating to watch, but I'd be lying if I said it wasn't making me slightly nervous about where this is all heading. —— More Useful Resources —— My other daily live show - 30-day building a business in public challenge: https://www.youtube.com/live/Z0Z_1Eg3HUk (day one) Ultimate AI Learning Resource List: https://www.aiwithkyle.com/resources/ai-learning-guide Free AI Entrepreneurship Playbooks: https://aiwithkyle.com/catalog Free Quiz: What AI business should you start? https://aiwithkyle.com/tools Free AI Training Business Planner: https://aiwithkyle.com/tools/workshop-builder Free AI Industry Translator Tool: https://aiwithkyle.com/tools/industry-ai-translator Free 10-Week ‘Vibe Coding’ AI Summer Camp: https://aiwithkyle.com/courses/10-week-ai-summer-camp —— Time Stamps —— 0:00 Welcome Back & Show Introduction 1:01 OpenAI & AWS Partnership: $38 Billion Cloud Deal Explained 5:22 Q&A: BM AI Development Framework Review 7:16 MCP Birthday Hackathon: $500K in Free Credits & Prizes 9:06 ChatGPT Go Free for 12 Months in India (Limited Time) 12:34 Free Perplexity Pro: How to Get 12 Months with PayPal 14:18 Zero Experience to App Developer: Vibe Coding Guide 19:11 Google Pulls Gemma AI Model After Senator's Defamation Claims 24:25 Q&A: PayPal Perplexity Pro Deal Confirmation 25:26 Anthropic & Iceland Launch World's First National AI Education Pilot 27:17 PewDiePie Built a $20K Local AI PC: 10x 4090 Setup 29:55 Hugging Face Training Playbook: Build Your Own LLM 31:31 Newsletter Sign-Up & Channel Goals: Pushing for 10K Subscribers —— Contact —— Best is in YouTube comments. For business enquiries only: https://www.passionfroot.me/iamkylebalmer