
The biggest launch today wasn’t a model — it was $38B of compute. ⚡️ → OpenAI x AWS: 7‑year, $38B cloud commit to scale agentic workloads — a clear multi‑cloud pivot beyond Azure → Microsoft: first U.S. license to export Nvidia AI chips to the UAE — geopolitics meets GPU supply → Microsoft: access to infrastructure built on Nvidia GB300, phased through 2026 Takeaway: Compute is the moat and the policy lever — supply deals + export licenses will pick the winners. #AI










