OpenAI‑AWS Deal
According to Reuters, “OpenAI turns to Amazon in $38 billion cloud services deal after restructuring”, the seven‑year agreement gives OpenAI access to hundreds of thousands of Nvidia GPUs and reconfigures cloud competition — a watershed for AI scale and commercial compute capacity. [Reuters](https://www.reuters.com/business/retail-consumer/openai-amazon-strike-38-billion-agreement-chatgpt-maker-use-aws-2025-11-03/)
Google Germany Investment
According to Reuters, “Google to announce largest-ever investment plan for Germany, Handelsblatt reports”, the package will expand data centres, renewable energy and urban projects, signalling a major INVESTMENT in European cloud and AI infrastructure ahead of a Nov. 11 announcement. [Reuters](https://www.reuters.com/business/google-announce-largest-ever-investment-plan-germany-handelsblatt-reports-2025-11-06/)
EchoStar‑SpaceX Spectrum
According to Reuters, “EchoStar to sell more spectrum licenses to SpaceX for $2.6 billion”, the transaction hands SpaceX additional AWS‑3 bands to bolster Starlink and direct‑to‑cell services, enlarging SPECTRUM holdings and sharpening regulatory and industry competition dynamics. [Reuters](https://www.reuters.com/business/media-telecom/echostar-sell-more-spectrum-licenses-spacex-26-billion-2025-11-06/)
Unemployment edges up: According to Reuters, “US unemployment rate rounds up to 4.4% in October, Chicago Fed estimates” the Chicago Fed said the jobless rate rose to about 4.36% (4.4% rounded), signaling a slight rise in unemployment amid the ongoing federal government shutdown that has halted BLS data releases. [Reuters](https://www.reuters.com/world/us/us-unemployment-rate-rounds-up-44-october-chicago-fed-estimates-2025-11-06/)
Labor market softens: According to Reuters, “Private reports suggest US labor market weakened in October” private firms reported job losses, a jump in planned layoffs and AI-driven cuts, but analysts cautioned the shutdown’s data blackout makes it harder to gauge true labor market conditions. [Reuters](https://www.reuters.com/business/private-reports-suggest-us-labor-market-weakened-october-2025-11-06/)
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