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Today’s Menu

• OpenAI Just Made Its Biggest Move Away From Microsoft

• Whale Who Called October Crash Just Went Long

Markets

TODAY IN AI

OpenAI Just Made Its Biggest Move Away From Microsoft

OpenAI secured a seven-year, $38B agreement with Amazon Web Services for computing infrastructure, marking the company's largest diversification away from Microsoft's cloud services.

The partnership grants OpenAI access to hundreds of thousands of Nvidia GPUs across AWS data centers, with deployment targeted for late 2026 completion. The compute will support everything from powering ChatGPT's live interactions to developing upcoming models, with flexible scaling built into the contract.

Last week's contract renegotiation with Microsoft removed exclusivity requirements, allowing OpenAI to purchase capacity from other providers. The AWS agreement is part of OpenAI's broader $1.4T infrastructure buildout plan including partnerships with Oracle, Google, Nvidia, and Broadcom.

OpenAI continues scaling its already-staggering compute commitments, with yet another giant deal coming at a time when many question the sustainability of spending given the AI leader's revenue. But CEO Sam Altman had a quick answer for skeptics - feel free to sell your shares.

When you sign a $38B compute deal while planning $1.4T in infrastructure spending, you're either building AGI or building the most expensive failure in tech history.

TODAY IN CRYPTO

Whale Who Called October Crash Just Went Long

The trader who perfectly called last month's crypto crash just flipped bullish, backing it with $55 million in Bitcoin and Ethereum longs.

HyperUnit, the whale who pocketed $200 million shorting Bitcoin during the US-China tariff selloff, opened $37 million in Bitcoin longs and $18 million in Ethereum longs on Hyperliquid according to Arkham. It's his fourth major directional bet in less than two months.

This isn't a newcomer guessing at charts. HyperUnit has been around since 2018, reportedly buying $850 million in Bitcoin during the bear market - a stack now worth over $10 billion. When he moves, the market pays attention.

Bitcoin sits at $107K, down over 15% from all-time highs. Ethereum sits 27% lower. The Crypto Fear & Greed Index sits at just 27 out of 100. But signs of a bottom may be appearing.

Santiment data shows 209,000 fewer BTC on exchanges compared to six months ago, pointing to tightening supply. "When a coin's supply is not moving to exchanges, the risk of further sell-offs are limited."

Bitwise CEO Hunter Horsley believes the recent correction is driven by old whales cashing out after life-changing gains, not panic selling: "They've got 100-1000x more wealth. They want to make sure it stays that way."

If HyperUnit's right again, this might be the bottom everyone's been waiting for.

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Until next time,

Damon James