AI Spend Surges: $38B Deal, GPUs $2.99/hr 📈💻⚡️
TL;DR
- OpenAI–AWS sign $38B, 7‑year cloud deal; diversification accelerates.
- GPU pricing: H100 near $2.99/hr, B200 from $3.79–$4.99.
- EU AI Act timelines hold; GPAI rules already effective.
- Sovereign AI ramps: Saudi-backed HUMAIN lines up mega‑infra.
HEADLINES
OpenAI signed a seven‑year, $38B AWS cloud agreement 🖥️🔗
Microsoft to spend $10B+ renting capacity from smaller cloud firms ☁️🔗
AWS closing several migration tools to new customers today; nudges users to Transform 🧭🔗
EU Commission sticks to AI Act schedule despite industry calls to delay ⚖️🔗
HUMAIN (Saudi PIF) draws Aramco as investor; multi‑GW “AI factories” plan advances 🏗️🔗
FROM THE BIG PLAYERS
Northzone invested $16M in Riff 🎧🔗
M&G invested €700M ABS facility in Enpal ☀️🔗
Bpifrance invested €20M in Hublo 🏥🔗
RAISES
Riff raised $16M in a Series A led by Northzone 🎵🔗
Project Eleven raised $6M in a seed from Variant & Quantonation 🔐🔗
RAISING
a16z is targeting multi‑billion raises across new funds 🏦🔗
NEW LAUNCHES
Superhuman (fka Grammarly) unveiled Superhuman Go (agentic assistant) 📝🔗
TRY THESE TOOLS
Lambda Cloud transparent H100/B200 pricing; on‑demand H100 from $2.99/hr 💻🔗
CoreWeave public HGX pricing; 8× H100 node $49.24/hr 🧮🔗
LEARN THIS
(Fetch content from X or YouTube)
https://developer.x.com/en/docs/tutorials/how-to-create-a-twitter-bot-with-twitter-api-v2 — Practical, step‑by‑step guide to build a lightweight bot; useful for non‑dev operators to prototype simple agent workflows and auth flows.
METRICS
NVDA at $188.08 today (−3.6% intraday). 📉
BTC at $101,056 (−2.4% intraday). 🪙
H100 on‑demand near $2.99/hr; B200 $3.79–$4.99/hr. 💻🔗
Europe last week: €1.3B+ across 70+ tech deals. 📊🔗
OpenAI–AWS cloud deal value: $38B/7 years. 🖥️🔗
BENCHMARKS
State of AI 2025 adoption: 44% of U.S. businesses pay for AI tools. 📙🔗
a16z CIO survey: gen‑AI budgets expected to grow ~75% next year. 📘🔗
a16z Top 100 usage stabilizing; Gemini narrows MAU gap with ChatGPT (mobile). 📗🔗
INFRA & COSTS
Lambda H100 $2.99/hr on‑demand; B200 8‑GPU node $4.99/GPU‑hr. 💾🔗
CoreWeave HGX H100 8‑GPU node $49.24/hr (~$6.15/GPU‑hr). 🧮🔗
AWS docs deprecate legacy migration tools for new customers from Nov 7. 🛠️🔗
State of AI 2025 notes power as the new constraint; multi‑GW data centers rising. ⚡🔗
VALUATIONS
Together AI at $3.3B post‑raise. 🏷️🔗
ElevenLabs at $3.3B after Series C. 🔊🔗
Oura raised $75M at $5B valuation. 💍🔗
POLICY
EU AI Office timeline: GPAI rules in force Aug 2, 2025; high‑risk in 2026. 📅🔗
EU invites GPAI Code of Practice sign‑ups (signatories listed Aug 1, 2025). 🖊️🔗
EU guidance clarifies which GPAI providers must comply (from Aug 2, 2025). 📋🔗
SOVEREIGN
Saudi Aramco × HUMAIN strategic stake to scale Saudi AI hub. 🏛️🔗
Saudi deals with NVIDIA/AMD; up to hundreds of thousands of GPUs committed. 🤝🔗
Norway SWF targets $400M/yr savings using AI trading. 🛢️➡️🤖🔗
SECTORS
NHS (UK) reports Copilot pilots saving ~43 minutes per staff/day. 🏥🔗
NHS screening to test AI at unprecedented scale for early diagnosis. 🩺🔗
Mayo Clinic deploys photo‑based AI to flag surgical site infections. 🧪🔗
COMMUNITY MEMBER SPOTLIGHT
Nathan Benaich published the State of AI 2025, distilling adoption, infra, safety trends 📙🔗
Note: Market prices reflect intraday data on Friday, November 7, 2025. Sources cited inline.
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