This week, we're cutting through the hype to cover the three biggest stories in AI that truly matter.

First, we break down the landmark $38 billion partnership between Amazon and OpenAI. This "AI re-arming" is a massive strategic win for Amazon and a declaration of independence for OpenAI, kicking off the multi-cloud era for AI.

Second, we analyze the "open-source spoiler," Moonshot's new Kimi K2 model. This free, open-source model is posting benchmarks that outperform GPT-5 and Claude 4.5, creating a massive "build vs. buy" crisis for every enterprise.

Finally, we cover Google's counter-move—a massive bet on vertical integration with new TPU chips and a multi-billion dollar deal with Anthropic.

We also zoom out to discuss the looming "AI Capacity Crunch" and the coming era of "AI surge-pricing," which could fundamentally change the unit economics of the entire industry.

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