Microsoft-OpenAI deal amendment benefits AWS; Eli Lilly makes small acquisition
The amended Microsoft-OpenAI deal allows OpenAI to offer its products on any cloud provider, benefiting Amazon Web Services (AWS). Meanwhile, Eli Lilly announced a small acquisition. The market saw mixed reactions, with AWS preparing to expand its partnership with OpenAI.

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Topics: Agentic AI AI infrastructure stocks Amazon Web Services Earnings reports Microsoft-OpenAI agreement Nvidia Strait of Hormuz