openai, amazon and nvidia Updates

OpenAI and Amazon Web Services recently finalized a substantial multi-year agreement valued at $38 billion, positioning AWS to provide the core infrastructure for OpenAI's primary AI workloads, including ChatGPT. This deal grants OpenAI immediate access to hundreds of thousands of Nvidia GPUs and millions of CPUs, with full deployment anticipated by the end of 2026. This move signifies a notable expansion of OpenAI's cloud partners beyond Microsoft, which was previously its exclusive provider, and aims to strengthen the broader compute ecosystem for advanced AI.Amazon is also bolstering its global infrastructure to support the escalating demand for AI. This includes the development of Fastnet, a new high-capacity transatlantic subsea fiber optic cable connecting Maryland and Ireland, expected to be operational by 2028. Additionally, Verizon and AWS are expanding their partnership to build a new fiber network under the Verizon AI Connect agreement, creating long-haul, low-latency pathways crucial for AI applications on the AWS cloud. This infrastructure growth contributes to the revenue increases seen by cloud providers like Microsoft, Amazon, and Alphabet due to AI demand.The impact of AI extends across various sectors. Instacart, for instance, introduced 'AI Solutions' for grocery stores, featuring 'Cart Assistant' for personalized shopping experiences and 'Store View' for real-time inventory management. Retailers such as Sprouts Farmers Market, Kroger, Wakefern Food Corp., and Albertsons Cos. are among the first to adopt these tools, which integrate with AI companies like OpenAI, Google, and Microsoft.In the professional realm, AI is reshaping the job market, with reports from FOX Business indicating a trend where more college graduates are considering skilled trades as white-collar positions evolve. Companies are also leveraging AI internally; some are creating AI chatbots of their CEOs, like Klarna's Sebastian Siemiatkowski and Salomon's Guillaume Meyzenq, to provide employees with 24/7 access to feedback and knowledge. Van Horn Automotive Group has implemented an AI-powered Business Development Center, reducing lead response times to under one minute and allowing human agents to focus on relationship building.Even education and sports are seeing AI integration. A middle school art teacher is blending traditional art lessons with AI tools like Canva's Magic Studio AI and ChatGPT for tasks such as prompt crafting and lesson planning. In sports, AI apps like Sport AI are making tennis coaching more accessible and affordable for players.Globally, nations are also strategizing around AI. China is offering significant power discounts to AI data centers, but with a condition: they must use domestically produced chips from companies like Huawei, Cambricon, Alibaba, and Biren, rather than foreign alternatives from Nvidia or AMD. This initiative underscores China's push for independence in AI technology and its commitment to boosting homegrown chip production.

Key Takeaways

• OpenAI and Amazon Web Services signed a $38 billion multi-year deal for AI infrastructure, providing OpenAI with hundreds of thousands of Nvidia GPUs and millions of CPUs for its AI workloads, including ChatGPT.
• This partnership expands OpenAI's cloud providers beyond its previous exclusive arrangement with Microsoft.
• Amazon is investing in global AI infrastructure, including the Fastnet transatlantic subsea cable (operational 2028) and a fiber network partnership with Verizon (Verizon AI Connect) to support AI applications.
• Instacart launched 'AI Solutions' for grocery stores, including 'Cart Assistant' for customer assistance and 'Store View' for inventory, integrating with OpenAI, Google, and Microsoft.
• AI is influencing the job market, leading more college graduates to consider skilled trades as white-collar job roles change.
• Companies are creating AI chatbots of their CEOs, such as Klarna and Salomon, to enhance employee access to leadership and feedback.
• Van Horn Automotive Group uses an AI-powered Business Development Center to achieve lead response times under one minute and improve customer follow-up.
• Educators are integrating AI tools like Canva's Magic Studio AI and ChatGPT into traditional lessons, such as art, for planning and specific tasks.
• China is offering power discounts to AI data centers that use domestically produced chips from companies like Huawei, Cambricon, Alibaba, and Biren, aiming for independence from foreign chip providers like Nvidia and AMD.
• AI applications, such as Sport AI for tennis coaching, are making specialized services more accessible and affordable.

AWS and OpenAI ink huge AI infrastructure deal

Amazon Web Services and OpenAI signed a multi-year agreement valued at $38 billion. AWS will provide the infrastructure for OpenAI's main AI workloads, including ChatGPT. This deal grants OpenAI access to hundreds of thousands of Nvidia GPUs and millions of CPUs. OpenAI will begin using this capacity immediately, with full deployment expected by the end of 2026. This partnership strengthens the broad compute ecosystem to bring advanced AI to everyone.

OpenAI and Amazon sign massive AI power deal

OpenAI and Amazon signed a $38 billion deal for AI computing power. This agreement allows the ChatGPT creator to run its artificial intelligence systems on Amazon's data centers in the US. OpenAI will power its AI tools using hundreds of thousands of Nvidia's specialized AI chips through Amazon Web Services. The deal comes after OpenAI altered its partnership with Microsoft and is forming a new for-profit business structure. OpenAI expects to deploy all capacity before the end of 2026, with potential for further expansion.

OpenAI partners with Amazon for huge AI cloud power

Amazon announced a partnership allowing OpenAI to use its cloud computing services for AI systems like ChatGPT. OpenAI will pay $38 billion to access Amazon Web Services servers and hundreds of thousands of NVIDIA GPUs. This capacity is expected to be fully deployed by the end of 2026, with potential for further expansion. This move expands OpenAI's cloud partners beyond Microsoft, which was previously its exclusive provider. OpenAI CEO Sam Altman stated this partnership strengthens the compute ecosystem for advanced AI.

Instacart launches new AI tools for grocery stores

Instacart introduced a new set of artificial intelligence tools called AI Solutions for grocery stores. These tools include Cart Assistant, an AI shopping assistant that helps customers with meal planning, budgeting, and product recommendations. Sprouts Farmers Market and Kroger will be the first to use Cart Assistant on their websites and apps. Another tool, Store View, gives grocers a real-time look at store shelves to identify low or out-of-stock products. Instacart CEO Chris Rogers said these solutions bring enterprise-grade AI technology to all grocers.

Instacart introduces AI tools for all grocers

Instacart launched new artificial intelligence tools called AI Solutions for grocery stores of all sizes. These offerings aim to provide personalized shopping experiences for customers. Instacart CEO Fidji Simo said these solutions help retailers compete in an AI-powered world. The agentic commerce solution integrates with AI companies like OpenAI, Google, and Microsoft. Kroger, Wakefern Food Corp., and Albertsons Cos. are among the retailers involved in the launch.

AI impacts white collar jobs students choose trades

Artificial intelligence is changing the job market, especially for white-collar positions. As a result, more college graduates are now considering skilled trades. This shift suggests that AI's growth is making these hands-on careers more appealing. FOX Business' Madison Alworth reported on this trend.

Verizon and AWS build new fiber network for AI

Verizon and AWS are expanding their partnership to create a new fiber network. This network will power AI applications by providing fast, secure, and reliable connections. The Verizon AI Connect agreement involves building long-haul, low-latency fiber pathways to improve AI workloads on the AWS cloud. This collaboration helps meet the increasing data and network demands from generative AI. Cloud providers like Microsoft, Amazon, and Alphabet are seeing revenue growth due to AI demand.

Companies create AI chatbots of their CEOs

Companies are starting to create AI chatbots that act like their CEOs. These AI versions help employees get feedback and make senior leaders more accessible. For example, Alex Alonso created an AI chatbot of his CEO, Johnny Taylor Jr., to refine ideas. Klarna launched a hotline where people can chat with an AI version of CEO Sebastian Siemiatkowski, receiving over 3,000 calls. Sports brand Salomon is also using an AI persona of CEO Guillaume Meyzenq to give global employees 24/7 access to his knowledge.

AWS builds Fastnet new transatlantic cable for AI

AWS announced Fastnet, a new high-capacity transatlantic subsea fiber optic cable. This cable will connect Maryland in the U.S. and County Cork in Ireland, becoming operational in 2028. Fastnet will create new data pathways, improving network reliability and supporting the growing demand for cloud computing and AI services. The system can transmit over 320 terabits per second, which is enough to stream 12.5 million HD films at once. This investment ensures customers have secure and scalable bandwidth for critical operations.

Van Horn uses AI to boost dealership follow-up

Van Horn Automotive Group is transforming its dealership follow-up with an AI-powered Business Development Center. AI handles instant customer inquiries, allowing human agents to focus on building relationships and proactive outreach. Brittney Dean, the sales business development manager, emphasizes a strong four-week training program for BDC agents. This strategy has reduced lead response times to under one minute and ensures agents are well-prepared for customer conversations. The BDC also focuses on outbound calls and finding hidden revenue opportunities.

Art teacher blends AI with traditional art lessons

A middle school art teacher is finding ways to combine traditional art with artificial intelligence in her classroom. She takes her time to learn about AI and introduces tools like Canva's Magic Studio AI to students for specific tasks, such as crafting prompts for graphic design. While students still enjoy hands-on creation, she uses AI as a helpful partner to plan lessons and manage her time. For example, she uses ChatGPT to design outlines for animation lessons. This approach helps her protect traditional arts while embracing new technology.

China offers power discounts for AI with local chips

Some Chinese provinces are offering large power discounts to AI data centers. To receive these discounts, AI companies must use chips made in China, not those from foreign companies like Nvidia or AMD. This initiative is part of China's strong effort to achieve independence in AI technology and boost its homegrown chip production. The financial incentives are substantial, and China's power grid is well-equipped to handle the high energy demands of AI. Companies like Huawei, Cambricon, Alibaba, and Biren are leading China's development of AI accelerators.

AI apps offer accessible tennis coaching

The rise of artificial intelligence is making tennis coaching more accessible for many people. AI apps, such as Sport AI, now provide live tennis coaching. This technology helps players improve their game without the high cost or difficulty of finding a traditional coach. CNN's Matias Grez reported on how these AI tools are turning unforced errors into winners.

Sources

• AWS, OpenAI sign $38bn infrastructure deal for AI workloads
• OpenAI and Amazon sign $38 billion deal for AI computing power
• AI Arms Race Accelerates as OpenAI Taps Amazon for Massive Cloud Power
• Instacart rolls out AI tools for grocers, Sprouts will be first to use its Cart Assistant
• Instacart Rolls Out New AI Solutions for Grocery Stores
• AI threatens white-collar jobs as college grads turn to skilled trades
• Verizon, AWS expand tie up with new fiber network to power AI applications
• Want to get ahead? Talk to your (AI) CEO
• AWS announces Fastnet, a dedicated high-capacity transatlantic cable connecting the U.S. and Ireland
• Inside Van Horn’s AI-powered BDC playbook that’s rewriting dealership follow-up
• Art, AI, and the abundant mindset
• Chinese provinces offer steep power discounts to AI companies using China-made chips — country continues its aggressive push towards AI independence and homegrown silicon
• No tennis coach? No problem thanks to AI boom