OpenAI and AWS sign $38B deal. Someone’s too big to fail!

Nov 3, 2025 · 3:52 PM UTC

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Replying to @QuinnyPig
How so? If OpenAI can’t hit their commitments, surely someone else will.
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If they can’t hit their commitments, that punches holes in the projections of every hyperscaler.
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Replying to @QuinnyPig
Do we know if the Account Manager is ok, or are they still on a bender half naked?
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Replying to @QuinnyPig
OpenAI will legitimately become a trillion dollar company in a couple of years - not sure what the other competitors will do
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Replying to @QuinnyPig
That AWS sales rep just made the biggest commission check in history
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Replying to @QuinnyPig
Too bad we don't get access to OpenAI models in Bedrock though :(
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Replying to @QuinnyPig
Last Week in OpenAI's Cloud Spend
Replying to @QuinnyPig
OpenAI has clearly over extended their capital and has zero choice other than to go public and hope that solves the capital constraints they’ve committed to.
Replying to @QuinnyPig
House of cards.
Replying to @QuinnyPig
This deal shows how important AI is becoming in tech.
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