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Articles about Amazon Web Services from podcasts, articles and papers, with links to the original sources.
On Moonshots, the panel picked apart a rental index showing H100 prices rising 22% in a single month to $3.28 per GPU-hour. Dave called it a reversal of a lifetime of chip depreciation; Emad Mostaque explained why better models make the same old Hopper worth more; and the warning for companies was that the compute they assume will be there later is already sold out.
OpenAI has proposed ending the agreement that supplies its models to Cursor, now owned by SpaceX, on 12 November. On the Moonshots panel, one guest read the move as OpenAI betting on its own enterprise stack; another argued the real prize is reasoning traces — the working a model shows while solving a problem. Both explanations lead to the same awkward conclusion: Elon Musk and Anthropic now need each other.
On The Diary of a CEO, critic Ed Zitron laid out a sequence he expects to start with OpenAI failing to raise its next round and end in ordinary retirement accounts. He traces the chain from a delayed stock-market listing to SoftBank's paper holdings, cloud growth forecasts and the concentrated US indexes — while Amazon's own filings and Andy Jassy's shareholder letter offer a different account of why the spending is happening.