OpenAI–Amazon Deal
According to Reuters, “OpenAI turns to Amazon in $38 billion cloud services deal after restructuring”, the agreement gives OpenAI immediate AWS access to hundreds of thousands of Nvidia GPUs, locking in vast COMPUTE capacity and reshaping cloud competition and AI infrastructure bets. [Reuters](https://www.reuters.com/business/retail-consumer/openai-amazon-strike-38-billion-agreement-chatgpt-maker-use-aws-2025-11-03/)
Microsoft Secures GPU Capacity
According to Reuters, “Microsoft signs $9.7 billion contract with IREN for Nvidia chips”, the five‑year pact secures GB300 GPUs and liquid‑cooled data‑center capacity, underscoring hyperscalers’ urgent scramble for GPU supply as companies race to scale AI services. [Reuters](https://www.reuters.com/technology/microsoft-signs-97-billion-contract-with-iren-nvidia-chips-2025-11-03/)
Apple Eyes Gemini for Siri
According to MacRumors, “New Version of Siri to ‘Lean’ on Google Gemini”, Apple is reported to be testing a Gemini‑powered Siri and running an internal model bake‑off; the move aims to boost assistant capability while preserving user PRIVACY through Apple’s on‑device or private‑cloud approach. [MacRumors](https://www.macrumors.com/2025/11/02/new-version-of-siri-to-lean-on-google-gemini/)
According to Saxo, “Market Quick Take – 4 November 2025” reports Amazon’s reported $38bn multi‑year AWS deal with OpenAI lifted tech shares and stoked AI capex expectations, trimming futures and reshaping market risk ahead of key economic releases. [Saxo](https://www.home.saxo/content/articles/macro/market-quick-take—4-november-2025-04112025)
According to Reuters, “US travel group warns Congress of Thanksgiving chaos amid government shutdown” says the shutdown, entering its 34th day, has caused major air‑travel disruption, strained TSA staffing and could cost the economy $7–$14 billion, prompting industry pleas for a clean continuing resolution before Thanksgiving. [Reuters](https://www.reuters.com/world/us/us-travel-group-warns-congress-thanksgiving-chaos-amid-government-shutdown-2025-11-04/)
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