Wall Street Breakfast OpenAI and Amazon in $38 billion cloud deal
7 snips
Nov 3, 2025 OpenAI grabs headlines with a massive seven-year deal with AWS for NVIDIA GPUs to supercharge ChatGPT. Analysts predict Nvidia’s valuation could soar to $8.5 trillion, highlighting a bullish shipment outlook. In a surprising move, Kimberly-Clark acquires the Tylenol maker Kenvue, stirring conversation around Tylenol's alleged health controversies. The podcast also touches on Beyond Meat’s delayed earnings and MongoDB’s leadership changes, reflecting shifts in the tech landscape and investor strategies.
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OpenAI's Major AWS Infrastructure Deal
- OpenAI signed a seven-year, $38 billion deal with AWS for hundreds of thousands of NVIDIA GPUs to scale agentic workloads.
- The pact gives OpenAI access to Amazon EC2 Ultra servers and capacity to expand to tens of millions of CPUs for rapid scaling.
Deal Signals OpenAI's Independence
- Analysts framed the AWS deal as OpenAI's declaration of adulthood and a break from exclusivity with Microsoft.
- Loop Capital raised NVIDIA's price target to $350, implying an $8.5 trillion market cap on anticipated GPU shipment surges.
Monitor NVIDIA Shipment Momentum
- Watch NVIDIA closely as analysts expect a surge in GPU shipments driven by GB200 and VL72 racks.
- Consider the potential market-cap implications if NVIDIA meets shipment forecasts and demand grows.