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- Amazon's $38 billion OpenAI deal shows it is no longer an AI laggard
Amazon's $38 billion OpenAI deal shows it is no longer an AI laggard
Plus: How OpenAI and Google Are Changing the Rules of Storytelling

Today's Newsletter Highlights:
Amazon's $38 billion OpenAI deal shows it is no longer an AI laggard
How OpenAI and Google Are Changing the Rules of Storytelling
Zoom & Nvidia: Inside the AI Companion 3.0 Enterprise Launch
Best AI Tools
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Amazon's $38 billion OpenAI deal shows it is no longer an AI laggard

OpenAI has signed a multi-year cloud computing deal with Amazon, valued at $38 billion.
This partnership lets OpenAI use Amazon’s cloud services through Amazon Web Services (AWS). It will help train and run its latest AI models and provide access to a lot of Nvidia chips.
Key Points:
The deal shows Amazon's stronger push into the tough AI infrastructure market. Here, it competes with other big cloud companies.
OpenAI will start using this capacity soon, with full deployment expected by the end of 2026. There may also be expansions into 2027 and beyond.
This agreement happens as OpenAI expands its cloud partnerships. It's moving past its old exclusive deals.
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How OpenAI and Google Are Changing the Rules of Storytelling

OpenAI and Google are launching big generative-AI storytelling tools. These could change how we create and consume content. Here are the key highlights:
OpenAI’s film project Critterz is a feature-length animated film. It was made in nine months with a budget under US$30 million, using AI to speed up production significantly.
Key Points:
Google’s Gemini Storybook allows anyone to create a personalised, illustrated 10-page storybook. Users just need to describe what they want, and it offers narration in over 45 languages.
These tools offer two ways to use them: one for big film productions and another for personal stories. The article argues this is not just about tools, but about who gets to tell stories and how quickly.
Businesses and creators should keep in mind that mixing human skills with AI tools will shape content pipelines in the future. This means faster, cheaper, and more accessible content. However, it also raises new questions about copyright, authenticity, job roles, and quality.
Microsoft's Impressive Free Cash Flow - MSFT Stock Could Be Worth 28% More

Zoom has teamed up with NVIDIA to create its new AI assistant, AI Companion 3.0.
This version uses NVIDIA’s Nemotron open technologies. It features a hybrid system that routes queries between a Small Language Model (SLM) and a large LLM based on task complexity.
Key Points:
This setup is built for cost-efficiency and speed. Simpler tasks are sent to the SLM, which has lower latency and cost. More complex tasks go to the LLM.
AI Companion 3.0 works with many enterprise apps. This includes Microsoft 365, Teams, Google Workspace, Slack, Salesforce, and ServiceNow. NVIDIA’s technology makes it all possible.
Zoom and NVIDIA highlight finance, healthcare, and government as key early users. In these sectors, security, privacy, and customisation are crucial.
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