World Business Report Tesla’s shipments are powering down in China
Nov 4, 2025
Michelle Fleury, BBC's North America business correspondent, provides insightful analysis on Tesla's faltering sales in China, revealing a nearly 10% drop in October. She goes further to discuss the implications of OpenAI's $38 billion cloud deal with Amazon, marking a significant shift from Microsoft. The episode also highlights Starbucks' strategic move to sell a majority stake of its China business to private equity, showcasing competitive pressures in the region. Each topic unveils key trends in the global business landscape.
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OpenAI's Major AWS Partnership
- OpenAI signed a $38bn contract with Amazon to access AWS cloud infrastructure, diversifying from Microsoft.
- The deal reflects OpenAI's push to secure massive computing capacity via multiple major providers.
OpenAI Ends Microsoft Exclusivity
- OpenAI's new arrangements end its exclusive reliance on Microsoft after contract renegotiation.
- Allowing purchases from multiple cloud providers marks a strategic shift in its infrastructure approach.
Starbucks Sells Majority Stake In China
- Starbucks sold a 60% stake in its China operations to Boyu Capital for $4bn, marking a strategic shift.
- The move recognizes China as Starbucks' largest market and responds to pressure from local rivals like Luckin Coffee.