OpenAI just dropped $38 billion like it’s tipping the bartender at the GPU speakeasy, and the lucky recipient? Amazon Web Services (AWS if ya nasty). In this episode, host Emily Laird digs into why OpenAI is making moves on AWS while still keeping things cozy with Microsoft, what this deal means for the cloud infrastructure arms race, and how your AI stack might get caught in the crossfire. From compute hoarding to model megascaling, we break down what this massive deal signals for the future of AI, enterprise strategy, and your next chatbot’s sass levels. Spoiler: infrastructure is the new algorithm.

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