AI Sector Analysis: November 4, 2025
AI Sector Sees $38 Billion OpenAI-AWS Compute Deal; Enterprise Push into Agentic Platforms Accelerates
Olivia Sharp
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OpenAI announced a $38 billion, seven-year strategic partnership with Amazon Web Services, diversifying its computing infrastructure beyond longtime backer Microsoft. The deal, which sent Amazon shares up 4%, highlights the massive capital required to scale next-generation agentic AI workloads and the intensifying competition for data center capacity.
OpenAI announced a $38 billion, seven-year strategic partnership with Amazon Web Services, diversifying its computing infrastructure beyond longtime backer Microsoft. The deal, which sent Amazon shares up 4%, highlights the massive capital required to scale next-generation agentic AI workloads and the intensifying competition for data center capacity.
Key developments
- OpenAI and Amazon Web Services announced a $38 billion, seven-year partnership for AI cloud infrastructure, OpenAI said.
- Palantir Technologies reported 63% year-over-year revenue growth, driven by a 121% surge in U.S. commercial sales, according to a company filing.
- Cisco, SLB, and Avalara launched new enterprise platforms for …
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