Amazon invests in the 'Netflix of AI'

PLUS: Microsoft drives toward $4T valuation. OpenAI launches Stargate Norway. Microsoft-OpenAI renegotiate terms. Google's AlphaEarth maps planet.

In today’s agenda:

1️⃣ Amazon backs AI TV platform

2️⃣ Microsoft AI earnings drive $4T valuation

3️⃣ OpenAI launches Stargate Norway

  • Microsoft-OpenAI renegotiate partnership

  • Google launches AlphaEarth mapping

MAIN AI UPDATES / 31st July 2025

🎬 Amazon invests in the 'Netflix of AI' 🎬
Fable's Showrunner enables users to create custom animated episodes through text prompts

Amazon just invested in Fable's revolutionary Showrunner platform, which launches in alpha this week allowing users to generate personalized, interactive TV episodes through simple text prompts. The "Netflix of AI" offers two original show worlds where subscribers can steer narratives, upload themselves as characters, and create entirely custom content. The platform will be free initially with eventual monthly fees for generation credits, representing a fundamental shift from passive consumption to active content creation that could force traditional studios to either fight user-generated content or embrace the remix culture.

💰 Microsoft smashes AI earnings expectations heading toward $4T valuation 💰
Microsoft set to join Nvidia as second company in history to reach $4 trillion market cap

Microsoft's AI investments are paying massive dividends as Azure sales crossed $75 billion annually and the company reported spending a record $30 billion this quarter on AI infrastructure. Wall Street responded enthusiastically with shares jumping 9% in after-hours trading, positioning Microsoft to potentially become only the second $4T company after Nvidia. The tech giant revealed that AI-powered Copilot apps now serve 100 million monthly active users, while AI features across all Microsoft products reach 800 million users monthly.

🏗️ OpenAI launches Stargate Norway data center initiative 🏗️
Major AI infrastructure expansion reaches Scandinavian market

OpenAI announced the launch of Stargate Norway, a significant data center initiative that expands the company's infrastructure footprint into the Scandinavian market. The project represents OpenAI's continued investment in global AI infrastructure to support growing demand for its services. The Norway facility will enhance OpenAI's ability to serve European customers with reduced latency and improved performance, while leveraging the region's abundant renewable energy sources for sustainable AI operations.

INTERESTING TO KNOW

🤝 Microsoft negotiates continued OpenAI access🤝

Microsoft and OpenAI are scrambling to rewrite their partnership as the current agreement would ironically cut Microsoft off from OpenAI's most advanced models once the startup declares artificial general intelligence has been achieved. The Redmond giant, which has invested over $13 billion in OpenAI, faces the prospect of losing access to breakthrough technology at the exact moment it becomes most valuable. Advanced talks are underway to establish new commercial terms that would preserve Microsoft's privileged access to OpenAI innovations.

🌍 Google launches AI 'virtual satellite' for real-time planet mapping 🌍

Google DeepMind introduced AlphaEarth Foundations, an AI model that acts like a "virtual satellite" by integrating optical images, radar, 3D laser mapping, and climate data to create detailed maps of Earth's changing landscape. The system outperforms existing AI mapping tools in accuracy, speed, and efficiency, enabling near real-time tracking of deforestation, ecosystem changes, and coastal developments. Over 50 organizations tested the platform with Google now providing yearly updates through Earth Engine, transforming scattered satellite feeds into unified maps.

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