OpenAI announced a multi‑year agreement with Amazon to purchase $38 billion in cloud computing services. The partnership will see the company shift immediately to Amazon Web Services, with full capacity expected by the end of 2026 and the option to expand beyond 2027. The deal follows OpenAI’s recent restructuring that removed the need for Microsoft’s approval on such purchases and aligns with its broader plan to spend over $1 trillion on computing power in the next decade. Analysts note the massive spending may signal an emerging AI investment bubble. Leia mais →

Microsoft announced a multi‑year $15.2 billion investment in the United Arab Emirates, including the first shipment of advanced Nvidia GPUs to the region. The deal, backed by a U.S. export‑license, will fund data‑center expansion, equity stakes in the sovereign AI firm G42, and a broad AI ecosystem that leverages models from OpenAI, Anthropic and other providers. Microsoft also pledged extensive talent‑development programs, aiming to train a million residents by 2027 and position Abu Dhabi as a regional AI hub. Leia mais →