Let Freedom: Political News, Un-Biased, Lex Fridman, Joe Rogan, CNN, Fox News OpenAI Adds AWS in Multi-Cloud Push
Nov 5, 2025
The discussion dives into OpenAI's groundbreaking $38 billion compute deal with AWS, revealing the vast potential of custom Nvidia infrastructure. It tackles OpenAI's strategic shift to a multi-cloud approach to mitigate risks. The revamped partnership with Microsoft offers newfound flexibility, enhancing funding opportunities. Oracle's ambitious Stargate project also promises substantial capacity for AI needs. Investors weigh the profitability of AI against the looming threat of a market bubble, setting the stage for the future of digital infrastructure.
AI Snips
Chapters
Transcript
Episode notes
OpenAI Goes Multi-Cloud To Hedge Risk
- OpenAI signed a multiyear $38 billion compute deal with AWS to train and serve models using custom NVIDIA GB200/GB300 infrastructure.
- This expands access to hundreds of GPUs and signals a multi-cloud strategy to hedge supply risk and scale capacity.
Microsoft Pact Revamp Frees OpenAI
- OpenAI reworked its Microsoft pact, removing Azure's right of first refusal and preserving a $250 billion Azure commitment.
- That change gives OpenAI more flexibility to work with multiple cloud providers and fewer exclusivities.
Oracle Stargate Signals Huge US Build-Out
- Oracle's Stargate buildout plans over 8 gigawatts (including a gigawatt in Michigan) show massive US AI infrastructure expansion.
- This signals a broad industry push across cloud and hardware providers and fuels recent stock market movements.