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Amazon has formed a $38 billion partnership with OpenAI in early November 2025, enhancing its position in cloud computing and artificial intelligence. The collaboration with OpenAI grants access to hundreds of thousands of NVIDIA GPUs through Amazon EC2 UltraServers, aimed for deployment by the end of 2026.
Amazon’s third-quarter 2025 revenues reached $180.2 billion, with AWS growing 20% year over year to $33 billion. The fourth-quarter guidance anticipates revenues between $206 billion and $213 billion, expecting 10% to 13% growth. This deal and strong quarterly performance reaffirm AWS’ role as a profit driver, holding a 35% operating margin despite only comprising 17% of total sales.
Additionally, Amazon’s investments in AI, such as a $8 billion funding in Anthropic, diversify its technological footprint, supporting its strategy amid emerging competition. As a result, Amazon shares increased approximately 33.8% over the past six months, reflecting optimism despite previous underperformance compared to rivals like Alphabet and Oracle.
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