Bullish Commentary on Amazon's OpenAI Partnership

3 months ago

"Now next we have Amazon. And with Amazon the stock is up roughly 4.4% almost 5% as I am recording. The main reason they did announce a partnership, multi-year partnership with Open AI, is expected to be roughly a $38 billion agreement and it's going to be using Nvidia GPUs. So very bullish here for Amazon. The agreement is set to drive GPU demand immediately with expansion into 2027 and beyond."

The speaker highlights Amazon's multi-year, large-scale partnership with OpenAI, underlining its significant value and immediate positive impact on GPU demand, resulting in a bullish outlook.

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