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OpenAI’s Windows Play

OpenAI’s flood of announcements are getting hard to keep up with. A selection — not exhaustive! — from just the last month: A massive data center buildout in partnership with Oracle A $100 billion investment from Nvidia and associated deal to acquire 10 GW worth of Nvidia chips A new Instant Checkout offering for the long tail of e-commerce A partnership with Samsung and SK hynix for memory for AI chips The Sora 2 video generation model and Sora the app A deal with AMD for 6 GW worth of AMD chip...

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