1、September 15,2025|00:47 ETInternetBeyond the Click.OpenAIs$300B Pledge to the CloudBottom Line:ORCL wins massive$300B/5-Year cloud contract from OpenAI,exacerbating questions around AWSs AI positioning.Anthropic settles copyright lawsuit on AI training materials for$1.5B,a key milestone for IP holde

2、rs seeking infringement payments.NFLX opens inventory to AMZN DSP,raising fears around TTDs durability.YouTubes first NFL broadcast attracts 17.3M Average Minute Audience(AMA),below NFLXs two Christmas Day games at 30.6M AMA.Robloxs 99 Nights in the Forest continues to set new visit records,helping

3、to offset slowing Grow a Garden engagement.OpenAI expects to burn$115B in cash between 2025-2029E,up$80B from prior projection.Key PointsOpenAI Projects Cash Burn of$115B Through 2029E,an$80B Increase OpenAI also raised revenue outlook by 15%for 2028E-2030E,though not enough to offset increasing com

4、pute and data center costs.ORCL Wins a$300B/5-Year Cloud Contract from OpenAI A significant win for Oracles cloud business,which exacerbates fears around the durability of AWSs leadership position as competing hyperscalers gain share in AI workloads.The deal also underscores the massive compute ramp

5、 and corresponding infrastructure build,which will face multiple bottlenecks,including energy and GPU shortages,among others.Anthropic settles Copyright lawsuit with$1.5B Payment Settlement will cover authors of over 500k books that were illegally used to train Anthropics AI models.The settlement is

6、 a meaningful milestone as rights holders seek damages/future compensation from AI models that were trained on their copyright.AMZN Jumps Into AR Glasses Race Reports suggest a planned 2H26E/1H27E launch,placing AMZN in competition with META,SNAP,and others investing in the AR glasses opportunity.NF