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The underlying story of OpenAI's jaw-dropping $110 billion raise is really about Amazon, and how as a "cloud leader" it slipped when it came to AI, and recognizing the opportunity early compared to Azure. Now it’s costing the company billions. https://om.co/2026/02/27/amazon-the-cost-of-ai-lateness/
2026-02-27T18:24:03.257Z