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🍜 Amazon hits a record..
Wall Street is foaming at the mouth again and AI is now doing international diplomacy...
Welcome, Noodle Networkers.
Wall Street is foaming at the mouth again and AI is now doing international diplomacy, cloud hookups, and stock price miracles all before lunchtime. Let’s cook. Amazon just hit a record after locking in a $38 billion deal between AWS and OpenAI. Jeff Bezos might actually start laughing again and this time it will not be at a rocket launch camera. 📈 Microsoft is shipping 60,000 Nvidia chips to the UAE and the US gave it the official thumbs up. Apparently, AI geopolitics is now part of the global supply chain. Forget oil, the new luxury export is compute. 🇦🇪 And Palantir stock is climbing as AI demand breaks new records. Investors are treating it like the cool kid at the AI party who knows all the secret military models. 🚀
From cloud megadeals to GPU world tours to surveillance software winning prom king again, the AI markets are delirious. Let’s dig in.
In today’s AI digest:
Amazon hits a record after $38B OpenAI deal with AWS 📈
Microsoft to ship 60,000 Nvidia AI chips to the UAE under US approval 🇦🇪
Palantir stock climbs again as AI demand sets new records 🚀
Read time: 5 minutes
WHAT’S HAPPENING TODAY
(source: CNBC)
📈 The Digest: Amazon stock just hit a record high after locking in a 38 billion dollar deal with OpenAI to run its models on AWS. This is the kind of headline that makes investors lean back in their chairs and whisper “yeah that’s the stuff.” OpenAI basically told the world it is not going to rely on just one cloud anymore and Amazon showed up like “we have the credit card, swipe away.”
Key Details:
💼 Seven Years of Pure Compute
The deal spans seven full years and OpenAI will use Amazon’s GPU muscle at massive scale. That is basically like signing a gym membership for an AI model, except the monthly bill is somewhere between ridiculous and presidential campaign money.
📊 Stock Shoots Up Instantly
Amazon shares jumped about 5 to 6 percent on the announcement. That means one day of AI news delivered more shareholder happiness than entire months of Prime Day hype.
🤝 AWS Back in the Spotlight
Microsoft had the OpenAI spotlight for so long that everyone forgot Amazon also owns the world’s biggest cloud. Now AWS just walked back on stage and flexed like “remember us.”
Why It Matters: This is not just a cloud deal. It is a power move in the AI compute hunger games. Amazon now has a front row seat to OpenAI’s next chapter. If one day ChatGPT becomes smart enough to run its own stock portfolio, Amazon will be the one selling it server space for the privilege.
(source: ABCnews)
🇦🇪 The Digest: Microsoft just got U.S. approval to ship 60,000 Nvidia AI chips to the UAE. Yes, sixty thousand. That is not a shipment, that is a compute army. The UAE wants to be an AI superpower, and Microsoft is basically delivering the fuel.
Key Details:
📦 A Silicon Desert Upgrade
These are not random chips. We are talking Nvidia’s advanced models. The UAE’s data centers are about to glow so bright satellites might confuse them for a second sun.
💰 Part of a $15 Billion Push
Microsoft has already committed billions to the region to help make the UAE a top AI hub. Saudi said “we want AI.” UAE answered back with “cool, we’ll take 60,000 chips to start.”
🛡 The U.S. Is Watching Closely
This deal got approved with strict oversight because these chips are basically nuclear-grade compute. Uncle Sam said yes, but he is taking notes.
Why It Matters: This is how you know the AI race is global. The Middle East used to control energy. Now they want to control intelligence, too. If this bet pays off, future AI breakthroughs may not be coming from Silicon Valley, they might be training in the desert with more GPUs than a Best Buy warehouse.
(source: MarketWatch)
🚀 The Digest: Palantir stock is climbing again as demand for its AI software hits fresh records. Wall Street has decided Palantir is no longer just another tech ticker. It is the main character of the AI hype cycle and the plot just got juicier.
Key Details:
📈 Revenue Keeps Exploding
Palantir just posted another huge quarter with revenue jumping more than 60 percent year over year. Analysts must be tired of being wrong because this company keeps outperforming their spreadsheets.
🏢 Commercial Business Is Thriving
US commercial revenue grew more than 100 percent which proves Palantir is not just selling to governments anymore. It is also selling AI magic to regular corporations who are tired of not knowing what to do with their data chaos.
📊 Investors Keep Buying the Story
The stock jumped more than 5 percent after hours. Some investors probably already ordered custom PLTR socks so they can literally walk around wearing their conviction.
🧮 Valuation Is Still Spicy
The stock is priced like the future is guaranteed. To believe the current valuation is to believe Palantir will become the operating system of the entire AI economy. Bold energy.
Why It Matters: We can officially say the AI boom is not just hype anymore. It is creating real revenue and real momentum. Palantir is proving that the winners in this new era will be the ones who turn AI from a buzzword into a contract. If this pace keeps up, Alex Karp will need sunglasses not for the sun but for how bright his stock chart is glowing.
THE NOODLE LAB
AI Hacks & How-Tos
The Digest: Knowbase.ai lets you upload files and links into a personal knowledge hub then chat with them like an AI assistant. It turns your documents into something you can question, summarize, and reference instantly.
⚙️ How to
1. Sign up and create your space
Go to knowbase.ai and make an account. You will land in your library.
2. Upload files or paste links
Add PDFs, docs, videos, audio files, or even YouTube links. Knowbase will index them and transcribe where needed.
3. Ask your questions
Use the chat box to ask things like “what is the conclusion in this PDF” or “summarize this entire page for me.” The AI will search your uploads and answer based on your data.
4. Organize your knowledge
Create folders or collections to keep different themes separate like client docs, training, personal learning.
5. Share if needed
You can share a specific chat or a whole knowledge base with a teammate or collaborator.
Explore More: As you add more data your Knowbase becomes smarter and more useful so keep feeding it your notes, files, and research.
Trending AI Tools
Agent.so – Platform to create and chat with customized AI agents.
Knowbase.ai – Store your files and chat with them like a personal AI knowledge base.
Bito – AI code assistant that reviews pull requests and boosts dev productivity.
CutLabs – AI video editor that auto-clips long videos into engaging highlights.
Alli AI – SEO automation tool that optimizes websites at scale for agencies.