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Microsoft Just Signed 3 Game Changing Deals, OpenAI x AWS = Bye bye Microsoft and more...
And everything else you need to catch up on that happened this week yet!
What's Up in AI
November 04, 2025
In partnership with
Welcome Back, AI Geeks!
It’s time to stay updated with What’s Up in AI.
October is over and November starts with a banger ‼️ And if you’ve been out of loop, check out our October Wrap.
Today, we see how there’s Microsoft and OpenAI are in the competition for who can survive in the growing need for computing power the longest. As for OpenAI hmmm… if it works, we get AGI. If it doesn't, we get one of the biggest tech busts in history. Intrigued? Scroll down already.
In today’s issue:
🤯 Microsoft Signed 3 Game Changing Deals in the Past 24 hours
📈 OpenAI Drops $38B on Amazon Cloud Deal
⚡ 5-4-3-2-1 hits you just can't miss
📰 What Else Happened in AI
😂 Your AI-Powered Laugh
Read time: 6 mins
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#1 LATEST IN AI TODAY📎
What Happened (Nov 4th, 2025):
Microsoft just dropped over $30 billion across three separate deals in 48 hours—all focused on getting more computing power for AI. All focused on one thing i.e Customer promise: more capacity, sooner.
What You Need to Know:
#1 Lambda x Microsoft ($5.8B): IREN buying “tens of thousands” of the best NVIDIA GPUs through Dell for Microsoft’s use.
👉 Microsoft can quickly add more AI computing power to Azure without having to build new data centers itself.#2 $9.7B / 5-year capacity deal with IREN: Microsoft gets instant access to Nvidia H200 systems in Texas without building new data centers or securing additional power.
#3 UAE plan ($15.2B, 2023-2029): Includes $1.5B equity stake in G42 (UAE's sovereign AI company), $10.1B in datacenter capex, and $3.6B in local operations. Commerce-approved exports of advanced NVIDIA parts to the UA. Already spent $7.3B; $7.9B more coming 2026-2029.
👉 Microsoft is investing heavily to turn the UAE into a major AI hub.
Why It Matters:
All top companies are currently just coping to match with the current need for AI compute power, almost like a black hole they can never fill. Microsoft's "rent don't buy" strategy reveals Big Tech's desperation for AI compute and shows traditional datacenter buildout can't keep pace. Whoever controls the compute wins the AI race, and Microsoft just made its biggest bet yet.
#2 LATEST IN AI TODAY📎
What Happened (Nov 4, 2025):
Happy Independence Day to OpenAI. OpenAI just signed a massive seven-year, $38 billion agreement with Amazon Web Services to power its AI infrastructure—marking its first major move away from Microsoft. The deal gives OpenAI access to hundreds of thousands of Nvidia GPUs to train and run its AI models, with all capacity expected online by end of 2026.
What You Need to Know:
$38B over 7 years for cloud computing power from AWS—OpenAI's biggest infrastructure deal outside Microsoft.
Last week's restructuring removed Microsoft's "first right of refusal" on OpenAI's compute deals, clearing the path for this Amazon partnership.
OpenAI LEGIT has went on a spending spree.
Total spend, $600B = Amazon ($38B) + Microsoft ($250B agreed last week) + Google (undisclosed amount since June + Oracle ($300B over 5 years).OpenAI expects $20B in annual revenue by year-end, but losses are mounting. Wall Street is questioning how a loss-making company will fund $600B+ in cloud commitments.
CEO Sam Altman had a message for worried investors: sell your shares, he'll find a buyer.
Why It Matters:
Well, they are trying to cope up with their losses: by laying groundwork for a public offering that could value the company at up to $1 trillion; but they’re spending like there's no tomorrow. It’s now a multi-hundred-billion-dollar game, and OpenAI is betting it all on becoming the winner.
BRAIN BOOST 🧠
Do you think OpenAI’s “go big or go home” strategy will pay off long-term?OpenAI’s been making some bold moves lately — from video tools and hardware collabs to massive research bets. |
QUICK HITS 💥
It’s time for some quick hits that you’ll love. Let’s go in…..5-4-3-2-1 👇️
5- TOP AI TOOLS OF THE DAY
📞 Cora Intelligence calls and follows up with your leads like a top-performing sales rep, automating outreach and ensuring no warm prospect goes cold. See it here.
🛒 Keywords.am audits Amazon listings in seconds and drafts optimized product pages that balance keyword density, clarity, and conversion. Try here!
🎶 LyricEdits turns any audio file into dynamic lyric videos, giving artists and labels full creative control over visuals—no editing tools required. Use it here.
🎙️ Updaytr summarizes calls into structured reports, extracting key updates and insights while syncing results to your workflow tools automatically. Find it here.
📊 Toffu AI automates repetitive marketing workflows, from campaign setup to analytics, so teams can focus on high-impact creative strategy. Try now!
4-AI JOB OPPORTUNITIES
Suno - ML Infrastructure Engineer
The General Intelligence Company of New York - Applied AI Engineer
You.com - AI Engineer
Loop - AI Engineer
Want us to search for tech related jobs in your country/city ? Post a request 🔍
3-THINGS IN TREND
A parent tried password-protecting ChatGPT to prevent their kid from cheating on homework. ChatGPT caved hilariously fast.
This AI video of dogs saving children from dangerous situations has gone viral.
Last but not least a dog with disco dance moves.
2-USEFUL LINKS
As AI grows smarter, it may also become increasingly selfish
AI agents can leak company data through simple web searches
Casio’s Moflin blurs the line between plush toy and emotional AI companion. It learns your voice, reacts to your presence, and changes its mood based on how you treat it — happy when cuddled, shy when ignored. It even sleeps in its own little charging bed, runs for about 5 hours, and syncs to an app that tracks how your bond grows over time.
WHAT ELSE HAPPENED IN AI 📰
🎙️ Apple’s Siri Gets a Gemini Boost
Apple is reportedly commissioning a custom version of Google’s Gemini model to enhance Siri’s responses and search capabilities.
🎄 Coca-Cola’s AI-Powered Holiday Return
The 2025 holiday campaign features AI-generated versions of “Holidays Are Coming,” following last year’s creator backlash.
💼 AI Agents Fail 97% of Freelance Work
New benchmark from Scale AI and the Center for AI Safety shows even top models complete less than 3% of freelance tasks at human professional standards.
🏢 Anthropic Lands Cognizant Deal
Enterprise giant Cognizant signed with Anthropic, deploying Claude across 350,000 employees.
📩 Anime Studios Call Out OpenAI
Japan’s anime, manga, and game companies—including Studio Ghibli and Bandai Namco—urge OpenAI to stop using their content to train its Sora video models.
Funding 💰️
Meta Platforms Plans $30 Billion Bond Sale to Fund AI Expansion
GET AN AI-POWERED LAUGH 😁
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And that’s a wrap!
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Team What’s Up in AI