FARCASTER BRO 💳 (farcasterbro)

🔔 OpenAI Signs $38B AWS Deal OpenAI announced a $38 billion, seven-year partnership with Amazon Web Services for cloud computing infrastructure. The infrastructure agreement: - $38 billion capacity commitment through 2032+ - Immediate access to hundreds of thousands of Nvidia GPUs (GB200/GB300) - Clustered via Amazon EC2 UltraServers across U.S. data centers - First partnership between OpenAI and AWS (largest cloud provider) OpenAI now has $1.4 trillion in total infrastructure commitments across Nvidia, Broadcom, AMD, SoftBank, and UAE data centers.

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Update🎉 The delinquency rate for office Commercial Mortgage-Backed Securities (CMBS) rose by 63 basis points in October, hitting a record 11.8%. This marks a level more than one percentage point above the post-2008 financial crisis high of 10.7%, with the rate having increased since October 2022

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Coach (or Boss) gives a final warning: "Look, we've gone over this three times. The strategy is simple: play defensively until the 15th over. No more reckless shots, understand?" The Player (or Employee) responds casually, already thinking ahead: "Sir, absolutely. I understand. But just hypothetically, if I hit a big boundary on the very first ball, do we still have to stick to the 'defensive' part?"

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My fast day on base🤓

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