OpenAI's $38B AWS Deal, Qualcomm's AI Chip Gamble, & The Battle for India's 1.4 Billion Users

OpenAI hedges against Microsoft and Oracle with AWS, Qualcomm tries AI chips again after 2022 flop, and Google & Perplexity bundle with carriers while OpenAI goes direct in India

OpenAI’s $38B AWS Deal Is Small Hedge Against $1 Trillion in Commitments

OpenAI signed their first contract with Amazon Web Services, buying $38 billion worth of capacity with the leader in cloud infrastructure. They will use hundreds of thousands of Nvidia GPUs in the US.

Now, this deal is pretty small compared to OpenAI’s $300 billion deal with Oracle, …