OpenAI's $38B pivot to Amazon's cloud

PLUS: Palantir's earnings surge and a new wave of deepfake threats

In partnership with

Good morning, AI enthusiast.

OpenAI just made its biggest infrastructure bet yet, signing a $38 billion deal with Amazon Web Services to power its AI ambitions. The seven-year partnership marks a dramatic shift from its Microsoft-exclusive roots and transforms the AI cloud race into a three-way battle.

This isn't just about OpenAI hedging its bets—it's a signal that computing power has become the most critical resource in AI. As companies scramble to secure GPU capacity and enterprise adoption accelerates, the real winners might not be the ones building the best models, but those controlling the infrastructure beneath them.

In today's AI recap:

OpenAI's $38B AWS Pivot

The Recap: OpenAI is tapping Amazon Web Services for its massive computing needs, signing a massive $38 billion deal to power its AI models. This seven-year partnership marks a significant diversification from its deep ties with Microsoft Azure.

Unpacked:

  • The agreement gives OpenAI access to hundreds of thousands of Nvidia's latest GPUs on AWS infrastructure to train next-generation models and run products like ChatGPT.

  • This is OpenAI's first major contract with AWS, signaling a strategic shift to a multi-cloud approach after its exclusive cloud relationship with Microsoft was recently altered.

  • The deal is a major win for Amazon, immediately boosting its position in the AI cloud race and sending its stock to an all-time high.

Bottom line: This move shows OpenAI is aggressively securing its supply chain for computing power by not relying on a single provider. It also transforms the AI infrastructure landscape into a three-way race between Amazon, Microsoft, and Google, all vying to power the future of AI.

Turn AI Into Your Income Stream

The AI economy is booming, and smart entrepreneurs are already profiting. Subscribe to Mindstream and get instant access to 200+ proven strategies to monetize AI tools like ChatGPT, Midjourney, and more. From content creation to automation services, discover actionable ways to build your AI-powered income. No coding required, just practical strategies that work.

AI Tools of the Day

  1. 🚀 sre.ai – Execute complex DevOps tasks like deployments and error resolution using simple, natural language commands.

  2. 📹 Lumiere 3D – Instantly transform standard product images into dynamic, cinematic 3D videos without any modeling experience.

  3. 🧠 Personal AI – Build and train a digital twin of your mind that learns from your personal knowledge to think and write just like you.

  4. 📈 ClickFrom.AI – Optimize your e-commerce store to get recommended by large language models like ChatGPT and Gemini.

  5. 📞 Nova Echo AI – Deploy autonomous AI agents that handle sales and customer service calls in 38 languages with a hyper-realistic human voice.

  6. 📊 Pecan AI – Empower your team to build and deploy powerful predictive models using your business data, no data scientists required.

  7. 🪄 Magician for Figma – Generate unique icons, imagery, and copywriting with AI directly inside your Figma projects to streamline your design workflow.

  8. 👾 Pixel-Art.AI – Generate unique, retro-style pixel art from text prompts and then refine it in a built-in editor for your creative projects.

Explore the Best AI Tools Directory to find tools that will 10x your output 📈

Palantir's AI Juggernaut

The Recap: Palantir announced blockbuster third-quarter results, beating analyst estimates with revenue soaring 63% year-over-year. The growth highlights accelerating enterprise adoption of its Artificial Intelligence Platform (AIP).

Unpacked:

  • The company's U.S. commercial segment was the standout performer, showing a 121% surge in revenue as more businesses integrate its AI tools.

  • Palantir also maintained strong momentum in its foundational government sector, with U.S. government revenue jumping 52% from the previous year.

  • Citing significant demand, the company lifted its full-year revenue guidance to $4.4 billion, up from its previous outlook.

Bottom line: Palantir's commercial success demonstrates a critical shift from government-centric AI to widespread enterprise deployment. This signals a maturing market where companies are moving beyond experimentation and making major investments in AI to drive core business operations.

AI Training

The Recap: In this video, I'm going to show you how to build an AI system and automation using n8n and Nano Banana that lets you scale out hundreds of different ad creative variations from your winners. We're going to upload an image, analyze it using Google Gemini, and then use the Nano Banana image model to generate multiple ad variations positioned well based off of your brand guidelines, company voice, and preferred messaging.

P.S. We also launched a free AI Automation Community for those looking to build and sell AI Automations — Come join us!

Deepfakes Go Corporate

The Recap: AI-generated video is now so realistic it's a major business threat, creating new avenues for significant financial fraud and forcing companies to rethink digital trust.

Unpacked:

  • The threat of deepfakes imposes a new “trust tax” on businesses, raising the cost of verification for all digital communications. Scammers have already used AI clones of executives to authorize fraudulent transfers totaling millions of dollars.

  • For now, you can still spot many fakes by looking for visual artifacts. Telltale signs include low-resolution footage, unnatural glitches in backgrounds or bodies, uncanny skin texture, and audio that doesn't perfectly sync with lip movements.

  • As our eyes become less reliable, a new market for detection tools is emerging. Companies like TruthScan are now offering enterprise-grade software that analyzes video, audio, and images to flag AI-generated content before it can cause damage.

Bottom line: The era of casually trusting video calls or voice notes is ending, making verification a critical business function. Companies must now invest in tools and training to secure their communications in a world where seeing is no longer believing.

Where AI Experts Share Their Best Work

Join our Free AI Automation Community

Join our FREE community AI Automation Mastery — where entrepreneurs, AI builders, and AI agency owners share templates, solve problems together, and learn from each other's wins (and mistakes).

What makes our community different:

  • Real peer support from people building actual AI businesses

  • Complete access to download our automation library of battle-tested n8n templates

  • Collaborate and problem-solve with AI experts when you get stuck

Dive into our course materials, collaborate with experienced builders, and turn automation challenges into shared wins. Join here (completely free).

The Shortlist

Lambda announced a multibillion-dollar partnership with Microsoft to deploy AI infrastructure powered by tens of thousands of new Nvidia GPUs.

Waymo confirmed one of its autonomous vehicles killed a beloved cat in San Francisco's Mission District, spurring local officials to call for new legislation giving counties the right to regulate AVs.

Geoffrey Hinton warned that the AI race is being driven by corporate greed, not safety, and that the technology can't pay off its massive investments without causing significant job replacement.

What did you think of today's email?

Before you go we’d love to know what you thought of today's newsletter. We read every single message to help improve The Recap experience.

Login or Subscribe to participate in polls.

Signing off,

David, Lucas, Mitchell — The Recap editorial team