A $38 billion OpenAI deal, record capex, and surging Amazon Web Services growth signal Amazon’s AI comeback. But ...
Microsoft, Google and Oracle are all growing too – but recent results have shifted sentiment. Some investors now see Amazon ...
The deal gives OpenAI immediate access to AWS to train and run models, including ChatGPT, on Nvidia GB200/GB300 GPU clusters.
In a significant move that underscores the growing reliance on high-performance computing resources for AI innovation, OpenAI ...