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- OpenAI inks massive $38 billion compute deal with Amazon
OpenAI inks massive $38 billion compute deal with Amazon
PLUS: Anthropic lands Cognizant & Microsoft announces $25B AI deals. Perplexity adds meeting automation, Google pulls Gemma after Senator's complaint.

In today’s agenda: |
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MAIN AI UPDATES / 4th November 2025
🤝 OpenAI inks massive $38 billion compute deal with Amazon 🤝
Seven-year partnership expands AI infrastructure capacity
The seven-year agreement allows OpenAI to run AI workloads on AWS infrastructure, joining similar arrangements with Microsoft, Oracle, and Google Cloud. The deal highlights OpenAI's growing infrastructure needs as the company scales its operations. This multi-cloud strategy helps diversify compute resources and meet increasing demand for AI services. The partnership represents one of the largest AI compute deals announced this year.
📈 Anthropic lands Cognizant as major enterprise customer 📈
Technology giant to roll out Claude to 350,000 employees worldwide
Cognizant Technology Solutions becomes one of Anthropic's three largest customers by enterprise seats, planning to deploy Claude across its entire workforce. The partnership extends beyond internal use, with Cognizant set to co-sell Claude models to its business customers. This marks a significant enterprise adoption milestone for Anthropic, demonstrating growing corporate confidence in Claude's capabilities for large-scale deployment.
💼 Microsoft announces trio of strategic AI infrastructure deals 💼
$9.7B with IREN, $15.2B UAE investment, and Lambda partnership
Microsoft secured a $9.7 billion deal to buy AI computing capacity from data center firm IREN, received approval to ship Nvidia GPUs to the United Arab Emirates with a $15.2 billion investment plan by 2029, and signed a multi-billion-dollar agreement with Lambda to deploy AI infrastructure. These deals demonstrate Microsoft's aggressive expansion of AI computing capacity globally, totaling over $25 billion in commitments.
INTERESTING TO KNOW
📱 Perplexity adds meeting automation 📱
Perplexity is developing comprehensive meeting automation tools that will enable automatic meeting recordings, allow the assistant to join meetings autonomously, and automatically send recaps to specified recipients. The company simultaneously announced a multi-year licensing deal with Getty Images for extensive image library access, a new patent research agent for professionals, and a commercial flight tracking feature. These developments position Perplexity to compete more directly with established productivity tools while expanding beyond traditional search into enterprise workflow automation.
⚖️ Google pulls Gemma after Senator's complaint ⚖️
Google withdrew its open-source Gemma model from AI Studio following Republican Senator Marsha Blackburn's formal complaint alleging the model hallucinated defamatory information about her. The incident highlights growing regulatory scrutiny and legal risks facing AI companies as models become more widely deployed. The removal came after multiple reports of factual hallucinations on basic questions, raising questions about quality control in rapid model releases. This represents a rare instance of direct government intervention prompting immediate action on an AI model, potentially setting precedent for future regulatory oversight.

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