☁️ OpenAI’s AWS debut

What we’ll cover today:

☁️ OpenAI on AWS for the first time and why Altman is spreading his bets

📂 Two new OpenAI open models with one big catch you need to know

🌐 Perplexity vs Cloudflare and the fight for control of the AI web

💻 Trump hints at chip tariffs and what it could mean for AI costs

OpenAI on AWS for the First Time ☁️

AWS has joined the list of cloud providers offering OpenAI models for the first time. [Read Full Story]

• OpenAI has added its new open-weight reasoning models to AWS Bedrock and SageMaker.

• This marks the first direct integration between AWS and OpenAI.

• The models are licensed under Apache 2.0, allowing commercial use without fees.

• The move expands OpenAI’s reach beyond Microsoft and Oracle.

• It strengthens AWS’s position in the enterprise AI market.

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OpenAI Launches Two Open Models 📂

OpenAI has released its first open models since GPT-2, but with limits on transparency. [Read Full Story]

• The two versions, with 120B and 20B parameters, are competitive with leading open models.

• They can run on a single GPU or even a consumer laptop.

• Both models have higher hallucination rates than OpenAI’s closed models.

• OpenAI is not releasing the training data, preserving its competitive edge.

• The release is aimed at countering Chinese growth in the open AI space.

Perplexity and Cloudflare Clash 🌐

Cloudflare and Perplexity are in a public dispute over AI web access.

• Cloudflare has accused Perplexity of bypassing robots.txt restrictions.

• Perplexity claims it was acting on direct user requests rather than automated crawling. [Read Full Story]

• The incident raises the policy question of whether AI agents should be treated as bots or browsers.

• Bot traffic has now surpassed human traffic online, largely driven by LLMs.

Trump Plans Semiconductor Tariffs 💻

The US semiconductor industry may face new trade barriers.

• President Trump has said tariffs on semiconductors could be announced next week. [Read Full Story]

• The announcement adds uncertainty to ongoing debates over AI chip export rules.

• US manufacturing capacity remains small despite CHIPs Act investments.

• Intel and TSMC are facing delays in building new US chip plants.

• Tariffs could increase costs for AI hardware and slow infrastructure development.

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