OpenAI's $38B cloud spree

PLUS: Coke's new AI-powered ads, and the 'poly-AI' workflow

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Gen AI Art
November 05, 2025 • Estimated Reading Time: 8 minutes

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OpenAI is making a major move to diversify its infrastructure, signing a seven-year, $38 billion deal with Amazon Web Services. This marks a significant shift away from the company's primary reliance on Microsoft Azure for its immense cloud computing needs.

The agreement gives OpenAI access to hundreds of thousands of Nvidia GPUs and is part of a larger infrastructure plan that includes other major tech players. With such a colossal investment, is OpenAI positioning itself to outpace all rivals in the race for next-generation AI?

Today in AI:

  • OpenAI's $38B cloud deal with AWS

  • Coca-Cola’s AI-powered holiday ads

  • The ‘poly-AI’ workflow for productivity

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What’s new? OpenAI has inked a massive seven-year, $38 billion deal with Amazon Web Services for cloud compute, marking a significant diversification away from its primary reliance on Microsoft Azure.

What matters?

  • The deal grants OpenAI access to hundreds of thousands of Nvidia GPUs across AWS data centers, with full deployment targeted for completion by late 2026.

  • This move was enabled by a recent contract renegotiation with Microsoft that removed exclusivity requirements, allowing OpenAI to purchase compute capacity from other providers.

  • The AWS agreement is part of a much larger $1.4T infrastructure plan that includes partnerships with other major players like Oracle, Google, and Broadcom.

Why it matters?

This massive investment shows OpenAI is aggressively securing the colossal compute resources required to train and deploy its next generation of models. It also signals that a multi-cloud strategy is becoming the norm for top AI labs, mitigating risks by diversifying infrastructure partners.

GUIDE

What’s new? Coca-Cola is doubling down on AI for its iconic holiday ad campaign, slashing production time from a year to just 30 days and signaling a strong corporate commitment to adopting generative AI in marketing.

What matters?

  • The beverage giant slashed production timelines from 12 months to 30 days, with one studio using only five specialists to generate and refine over 70,000 clips.

  • After its first AI attempt drew criticism, Coca-Cola partnered with AI studios Silverside and Secret Level to create new spots that replace unsettling human characters with animals.

  • Global VP Pratik Thakar stated AI is central to the company’s marketing transformation, adding that the “genie is out of the bottle” regarding the technology's use.

Why it matters?

Coca-Cola’s willingness to push through initial criticism shows how major brands can set the tone for broader AI adoption in creative industries. As AI video tools rapidly improve, their use in major advertising campaigns may soon become completely unnoticeable.

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The 'Poly-AI' Workflow

What’s new? Tech professionals are moving beyond the search for a single 'best' AI, instead adopting a 'poly-AI' workflow that leverages multiple models for their specific strengths to maximize productivity.

What matters?

  • Instead of a single model, this strategy uses different AIs for distinct roles, like using Claude with its saved instructions as a central hub and Gemini for long document analysis.

  • Niche models are assigned specialized tasks, such as using Grok for trending news from social media and ChatGPT for its superior web-fetching capabilities.

  • The approach extends to development, using tools like Google's AI Studio to quickly build simple app prototypes in a process referred to as 'vibe coding'.

Why it matters?

Thinking of AI as a specialized toolkit, rather than a single solution, allows you to pick the right tool for each job. This method enables you to build more effective and powerful workflows by combining the best features from across the AI ecosystem.

Everything else in AI

OpenAI unified its usage policies, applying a single rulebook across all its products and clarifying that building services that offer licensed advice, like legal or medical, requires professional oversight.

Google offers a powerful 'vibe coding' experience with its AI Studio, which is being highlighted as a top tool for quickly building and deploying simple app prototypes.

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