Tech Brew Ride Home Amazon Didn’t Scare Investors
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Oct 31, 2025 Investors are celebrating Amazon's impressive 20% sales growth in its cloud division, surpassing expectations. In a surprising twist, Microsoft reveals that OpenAI suffered a staggering $11.5 billion loss last quarter. NVIDIA is ramping up its investments in AI startups to solidify its market presence. Meanwhile, Nike introduces its innovative powered footwear, aiming to revolutionize everyday mobility. The discussion also touches on the intriguing condition of aphantasia, where some people cannot visualize mental images.
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AWS Growth Eases AI CapEx Fears
- Amazon's AWS revenue accelerated to 20%, its fastest since 2022, easing investor fears about AI spending returns.
- Investors see Amazon's heavy AI CapEx as justified because new capacity is already generating incremental revenue.
OpenAI's Massive Quarterly Loss Revealed
- Microsoft's equity accounting reveals OpenAI lost about $11.5 billion in one quarter.
- That loss dwarfs OpenAI's revenue but barely dents Microsoft's profit given its large net income.
Buy Credits If You Need More Sora Uses
- OpenAI is monetizing Sora by selling extra video generation credits to curb unsustainable costs.
- Expect usage limits to tighten over time as OpenAI balances growth and economics.