Adjusted for inflation, the entire Apollo Space Program, which put 12 humans on the moon over 11 years, cost roughly $178 billion. That’s about the same amount of money Alphabet plans to spend on AI in 2026 alone. After Meta and Microsoft announced capital expenditure plans that blew past expectations last week, Google’s parent on Wednesday announced its own massive AI spend. The rest of the compa...
Adjusted for inflation, the entire Apollo Space Program, which put 12 humans on the moon over 11 years, cost roughly $178 billion. That’s about the same amount of money Alphabet plans to spend on AI in 2026 alone. After Meta and Microsoft announced capital expenditure plans that blew past expectations last week, Google’s parent on Wednesday announced its own massive AI spend. The rest of the company’s quarterly earnings report made clear it could afford to do so. Oh, and at the same time, an AI-adjacent subsidiary is growing into yet another powerhouse. Search and Rescue The death of the search engine narrative, revived in recent weeks by the remarkable ascent of Anthropic, may have been put to rest for now. Alphabet generated revenue of $113 billion, marking its second straight quarter topping $100 billion and an 18% year-over-year increase. Roughly half that amount came from its search advertising, which beat expectations and jumped 17%. “Search saw more usage than ever before, with AI continuing to drive an expansionary moment,” CEO Sundar Pichai said. Revenue in Alphabet’s increasingly competitive cloud unit, meanwhile, surged 48% to $17.7 billion. Together, search and cloud showed the type of growth Google needs to justify its capex plans: The tech behemoth now projects capital spending of $175 billion to $185 billion for the year — way, way, way ahead of the $120 billion that Wall Street expected. It’s also a tick above Meta and Microsoft. The spending is needed to service the rapidly growing user base of Google’s Gemini suite of AI tools. Monthly active users for the Gemini app now top 750 million, Google said, up from 650 million a quarter ago. Pichai stressed that scaling is key to achieving AI efficiency: “We are getting dramatically more efficient,” he said. “We were able to lower Gemini serving unit costs by 78% over 2025 through model optimizations, efficiency and utilization improvements.” Self-Drive to Survive: AI isn’t the only part of the Google emp...
07:30 AM Challenger Job-Cut Report This monthly report counts and categorizes announcements of corporate layoffs based on mass layoff data from state departments of labor. The job-cut report is basically a rehash of the weekly jobless claims report but provides additional insight into where layoffs are occurring. 08:30 AM Jobless Claims New unemployment claims are compiled weekly to show the numbe...
07:30 AM Challenger Job-Cut Report This monthly report counts and categorizes announcements of corporate layoffs based on mass layoff data from state departments of labor. The job-cut report is basically a rehash of the weekly jobless claims report but provides additional insight into where layoffs are occurring. 08:30 AM Jobless Claims New unemployment claims are compiled weekly to show the number of individuals who filed for unemployment insurance for the first time. An increasing trend suggests a deteriorating labor market. Claims are seen at 212K, from 209K last week. 10:30 AM EIA Natural Gas Report The Energy Information Administration (EIA) provides weekly information on natural gas stocks in underground storage for the U.S. and five regions of the country. The level of inventories helps determine prices for natural gas products. 10:50 AM Fed's Bostic Speech Atlanta Federal Reserve Bank President Raphael Bostic participates in moderated conversation and Q&A on monetary policy and navigating the economic environment after graduation at event hosted by the Clark Atlanta University School of Business. 04:30 PM Fed Balance Sheet The Fed's balance sheet is a weekly report presenting a consolidated balance sheet for all 12 Reserve Banks that lists factors supplying reserves into the banking system and factors absorbing reserves from the system. More on U.S. Markets First Negative S&P 500 Signals As Mega Tech Breaks Down From October Highs Macro Insights: Gold's Warning, Warsh's Fed Takeover, And 15 S&P 500 Stocks Still Worth Buying When Market Darlings Become Outcasts U.S. stocks extend losses as investors await Alphabet results, assess weak jobs data Software capitulation deepens as 73% of names hit record oversold levels, Jefferies notes
Micron Technology Inc. broke ground on an advanced wafer fabrication facility located within the company's existing NAND manufacturing complex in Singapore. Advertisment This new facility represents a planned investment of approximately US $24 billion (SG $31 billion) over 10 years, and is designed to ultimately provide 700,000 square feet of cleanroom space. Wafer output is scheduled to begin in ...
Micron Technology Inc. broke ground on an advanced wafer fabrication facility located within the company's existing NAND manufacturing complex in Singapore. Advertisment This new facility represents a planned investment of approximately US $24 billion (SG $31 billion) over 10 years, and is designed to ultimately provide 700,000 square feet of cleanroom space. Wafer output is scheduled to begin in the second half of calendar 2028, helping Micron address growing market demand for NAND technology, driven by the rapid expansion of AI and data-centric applications. The groundbreaking ceremony for this facility, Singapore’s first double-story wafer manufacturing fab, was marked by the attendance of Gan Kim Yong, Deputy PM and Minister for Trade and Industry of Singapore, Dr. Beh Swan Gin, Permanent Secretary of the Ministry of Trade and Industry, Jermaine Loy, MD of Singapore Economic Development Board (EDB), and Jacqueline Poh, CEO, JTC Corp. “Micron’s leadership in advanced memory and storage is enabling the AI-driven transformation reshaping the global economy,” said Manish Bhatia, Executive VP of Global Operations at Micron Technology. “We are grateful for the longstanding support and successful partnership with the Singapore government, including EDB and JTC. This investment underscores Micron’s long-term commitment to Singapore as an important hub in our global manufacturing network, enhancing supply chain resiliency and fostering a vibrant ecosystem for innovation.” Advertisment This new fab will become an integral part of Micron’s NAND Center of Excellence in Singapore. The facility provides the essential capacity to support continued technology transitions, positioning Micron to meet long-term demand for advanced storage solutions. Additionally, co-locating R&D with manufacturing improves efficiencies, accelerates time-to-market and deepens research partnerships between industry and academia. Micron’s previously announced high-bandwidth memory (HBM) advanced pack...
In the span of five years, Second Foundation has come from nowhere to dominate Europe’s most volatile power market , driven by algorithms and riddle-loving mathletes raised on science fiction and the ideas of American author Isaac Asimov. The Prague-based company is now one of the biggest traders in Europe’s intraday market , where contracts are bought and sold almost in real time to match constan...
In the span of five years, Second Foundation has come from nowhere to dominate Europe’s most volatile power market , driven by algorithms and riddle-loving mathletes raised on science fiction and the ideas of American author Isaac Asimov. The Prague-based company is now one of the biggest traders in Europe’s intraday market , where contracts are bought and sold almost in real time to match constantly shifting, renewable electricity supply. Once a niche corner left to the most junior traders, it’s now the fastest growing segment where gaining even a millisecond can give you an edge. Second Foundation’s three founders draw inspiration from science fiction where elite mathematical minds shape civilization and artificial intelligence is boundless. The company itself takes its name from the third book in Asimov’s Foundation series, and each new employee is presented with a copy. In Asimov’s foundation saga, the brightest scientists are gathered on a single planet called Terminus. (One of the meeting rooms at Second Foundation is named after that planet.) In the book, a smaller secretive group known as the Second Foundation who can control people’s minds exist on another planet, led by a powerful character called the First Speaker. “They sometimes call me First Speaker around here for fun,” co-founder and chief executive officer Vojtech Kacena said in an interview at the the firm’s central Prague office. Like many of the biggest hedge funds and brokerages, the company seeks out analytical prodigies that have honed their skills at events like the International Mathematical Olympiad , the world's most prestigious competition. Kacena takes pride in what has become the company’s signature asset: a concentration of medalists from Eastern Europe— more than Citadel and Jane Street, who also hire them, he said. Competitive problem-solving is a central part of the firm’s culture, where teambuilding might involve an overnight puzzle-deciphering race in which teams crack codes by he...
Yes, migrants are key to Spain’s economic boom. But Pedro Sánchez’s decision to regularise 500,000 people should rather be applauded for its humanity When I left New York for Madrid, starting a new life with my then boyfriend, I was definitely looking at the world through rose-tinted glasses. Despite being the daughter of migrants from the Caribbean, it seemed like a relatively easy choice to sett...
Yes, migrants are key to Spain’s economic boom. But Pedro Sánchez’s decision to regularise 500,000 people should rather be applauded for its humanity When I left New York for Madrid, starting a new life with my then boyfriend, I was definitely looking at the world through rose-tinted glasses. Despite being the daughter of migrants from the Caribbean, it seemed like a relatively easy choice to settle into undocumented status once my tourist visa expired, all in the name of love and adventure. I understood that my US passport conferred many privileges that would buoy me. When the heartache of our breakup came, I suddenly realised what it meant to be more than 3,000 miles away from close friends and family. In a daze one winter morning, I lost my Manhattan street smarts just long enough to mope my way into a police raid on a group of manteros , people who sell counterfeit handbags on the street, often arriving in Spain from sub-Saharan nations. Francheska Melendez is a freelance journalist based in Madrid Continue reading...
Western sanctions are having a “significant impact” on the Russian economy, the EU’s sanctions envoy has said, ahead of the fourth anniversary of Moscow’s full-scale invasion of Ukraine. David O’Sullivan, a veteran Irish official, said sanctions were “not a silver bullet” and would always face circumvention, but insisted that after four years he was confident they were having an effect. “I am fair...
Western sanctions are having a “significant impact” on the Russian economy, the EU’s sanctions envoy has said, ahead of the fourth anniversary of Moscow’s full-scale invasion of Ukraine. David O’Sullivan, a veteran Irish official, said sanctions were “not a silver bullet” and would always face circumvention, but insisted that after four years he was confident they were having an effect. “I am fairly bullish. I think that the sanctions have really had a significant impact on the Russian economy,” he told the Guardian in a rare interview. “We may be, in the course of 2026, coming to a point where the whole thing becomes unsustainable, because so much of the Russian economy has been distorted so much by the building up of the war economy at the expense of the civil economy. I think defying the laws of economic gravity can only go on for so long.” O’Sullivan was speaking after weeks of intense Russian attacks on Ukraine’s energy infrastructure as the country endures a bitterly cold winter, with temperatures in Kyiv plunging to -20C this week. Ukrainian counterparts, he said, had told him that Russia had been able to launch twice as many drones and missiles last month compared with January 2025. But Vladimir Putin’s war machine has not come without a cost to the wider economy, which is thought to be under its greatest strain since the early days of the war. Oil revenues are plummeting, inflation is running at about 6% and interest rates at 16%. O’Sullivan, who has more than four decades’ experience in the EU institutions, was appointed EU special envoy for sanctions in December 2022 with a remit to counter their evasion and circumvention. The EU has imposed an unprecedented 19 rounds of sanctions on Russia since the full-scale invasion of Ukraine in 2022, targeting more than 2,700 individuals and entities, and halting trade across vast economic areas including energy, aviation, IT, luxury and consumer goods, diamonds and gold. The sanctions envoy said he was “very slow t...
When her mum called her, stress would ring through Marie’s body like an alarm going off. So “I stopped answering the phone,” she says. She forms the words purposefully, as if reading from a script. This was one of the “boundaries” she discussed carefully with her therapist three years ago when she reached a point of crisis in managing her maternal relationship. She has never explained her decision...
When her mum called her, stress would ring through Marie’s body like an alarm going off. So “I stopped answering the phone,” she says. She forms the words purposefully, as if reading from a script. This was one of the “boundaries” she discussed carefully with her therapist three years ago when she reached a point of crisis in managing her maternal relationship. She has never explained her decision to her mother, but it followed a lifetime of what Marie, who is in her 40s, feels has been rejection, shaming and feeling like the “black sheep of the family”. Marie’s mother, she says, would always make everything about herself. “Everything I did was just … everybody has it worse. You know, I’d say, ‘I don’t feel very well’ and she’d reply: ‘Yes, well, I’ve got diabetes.’ I was scared to have a voice.” One day, Marie phoned her mum and told her she had received a diagnosis of neurodivergence. She was met with a dismissive “hmm”. “My therapist said to me: you can’t control their behaviour, but you can control what you allow in and how it affects you.” So as well as stopping answering the phone, she decided that she, her husband and her children would no longer visit her mother, who lives a few hours away. She will also only call her mum when she has a clear purpose; to check on a grandparent, or reveal necessary news. “I call when I need to,” she says. “If I told her something personal, she would tell everybody in the family … there was no emotional security.” And if her mother complains? Marie reverts to that script again. “I don’t even apologise,” she says. “I say, ‘Oh, I’ve just been busy. How are you?’ And deflect.” View image in fullscreen Illustration: Daria Lada/The Guardian In the world of family estrangement, the approach Marie is describing is known as “low contact” or LC. While complex to navigate, it avoids the absolute cutting all ties of “no contact” (NC) – a subject that has been widely discussed thanks to the very public approach adopted by Brooklyn Beckham...
Valentyn Polianskyi, 24 – poet, tailor, ex-prisoner After his mother died when he was very young, Valentyn Polianskyi was raised in the Kherson region by his aunt and his grandmother. Now 24, he says he felt a little embarrassed by his love of sewing clothes, believing it was “more for women than men” so after studying tailoring at university he signed a contract with the 36th marine brigade, wher...
Valentyn Polianskyi, 24 – poet, tailor, ex-prisoner After his mother died when he was very young, Valentyn Polianskyi was raised in the Kherson region by his aunt and his grandmother. Now 24, he says he felt a little embarrassed by his love of sewing clothes, believing it was “more for women than men” so after studying tailoring at university he signed a contract with the 36th marine brigade, where he served as a material support sergeant. View image in fullscreen Valentyn Polianskyi, 24, a former marine and veteran of the Mariupol siege. ‘It’s very hard to talk about captivity,’ he says He met a girl and they fell in love so quickly that within months they were engaged. “We were at the flowers and candy stage,” he says. When the Russian invasion came on 24 February 2022 he was deployed in Mariupol, at the Illich steel plant. The seaport city was battered and besieged; tens of thousands of Ukrainians were killed and 90% of the city was destroyed. On 12 April, as his unit was told by their commander to surrender to avoid being wiped out, Polianskyi learned his girlfriend was pregnant. It was the 48th day of war when he was taken into Russian captivity, and Polianskyi spent the next three years being beaten, starved, tortured and poisoned. View image in fullscreen Valentyn with his rabbit, which he bought after being released by the Russians “Sometimes, I find it easier not to talk at all. It’s very hard to talk about captivity,” he says. “You get up at 6am and have to stand up until 10pm. So your legs get swollen and lumps of blood form beneath the skin.” After the hours of standing, “you cannot even walk up the one step to the toilets, it is agony. Always there are beatings. “There are men castrated; chemicals forced into people. There are no doctors, so older men, if they have health problems, they die. My friend died of pneumonia – he was 47. “When I came back, I found I had a wife and a two-and-a-half-year-old child. That was hard. Before the invasion we were clo...
In a few isolated communities in central Nigeria, some babies are believed to be bad omens. Olusola and Chinwe Stevens run a thriving home for babies at risk. But what happens when the families want them back? Esther Stevens’ life nearly ended as soon as it began. She was born in 2007, in a village on the outskirts of Abuja, Nigeria’s capital city. Her mother died giving birth to her, and in the e...
In a few isolated communities in central Nigeria, some babies are believed to be bad omens. Olusola and Chinwe Stevens run a thriving home for babies at risk. But what happens when the families want them back? Esther Stevens’ life nearly ended as soon as it began. She was born in 2007, in a village on the outskirts of Abuja, Nigeria’s capital city. Her mother died giving birth to her, and in the eyes of some villagers, that meant the baby was cursed. According to tradition, there was only one way to deal with such a child. The villagers tied the newborn to her mother’s lifeless body and prepared to bury them together. When word reached a Nigerian missionary living in the community, she rushed to the burial site and pleaded for the baby’s life. After the villagers and relatives refused, she appealed to the traditional priest who had been called on to perform the rite. “Finally, the priest agreed and said, let them give her the evil child and see what the child will become,” Esther said. “The child, that’s me.” Continue reading...
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This is the forum for daily political discussion on Seeking Alpha. A new version is published every market day. Please don't leave political comments on other articles or posts on the site. The comments below are not regulated with the same rigor as the rest of the site, and this is an 'enter at your own risk' area as discussion can get very heated. If you can't stand the heat... you know what they say... More on Today's Markets: Moderation Guidelines: We remove comments under the following categories: Personal attacks on another user account Anti-Vaxxer or covid related misinformation Stereotyping, prejudiced or racist language about individuals or the topic under discussion. Inciting violence messages, encouraging hate groups and political violence. Regardless of which side of the political divide you find yourself, please be courteous and don't direct abuse at other users. For any issue with regards to comments please email us at : moderation@seekingalpha.com. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
The development of the next generation of Xbox consoles at Microsoft appears to be reaching a decisive phase. As AMD CEO Lisa Su explained during the earnings call for the fourth quarter of 2025, work on the semi-custom system-on-a-chip for Microsoft is progressing according to plan and is designed to support the market launch of the new console in 2027. The statement provides one of the clearest ...
The development of the next generation of Xbox consoles at Microsoft appears to be reaching a decisive phase. As AMD CEO Lisa Su explained during the earnings call for the fourth quarter of 2025, work on the semi-custom system-on-a-chip for Microsoft is progressing according to plan and is designed to support the market launch of the new console in 2027. The statement provides one of the clearest time frames to date from official company communications, even though Microsoft itself has still not announced a specific release date. In the context of the financial results, Su placed the statement in the broader context of developments in the console business. AMD expects a significant decline in sales in the semi-custom segment in 2026, which is primarily attributed to the advanced age of the current console generation. The Xbox Series X and Series S will then be in the seventh year of their life cycle, a phase in which demand and hardware sales traditionally decline noticeably. Against this backdrop, the confirmation of a new Xbox project takes on additional significance, as it signals that the transition to the next generation is already being prepared technically. The statement about the new Xbox came in the same breath as references to other semi-custom projects, including new hardware from Valve. While these announcements were largely expected, the specific reference to a possible launch period in 2027 attracted particular attention. In the past, such time frames were mainly the subject of reports and speculation, but now AMD management has confirmed for the first time that such a scenario is realistic from a technical point of view. Officially, little is still known about the specific design of the upcoming Xbox. However, Microsoft representatives have recently emphasized several times that it will be a particularly powerful and high-quality device. Statements from the Xbox division also suggest that the next generation could position itself more strongly than be...
Czech policymakers are set to hold interest rates at their first meeting of 2026 as an expected slowdown in headline inflation may open room for more monetary easing this year. The central bank in Prague will leave the benchmark rate at 3.5% on Thursday, according to all analysts in a Bloomberg survey , a level where borrowing costs have stayed since May. The monetary-policy panel has argued for m...
Czech policymakers are set to hold interest rates at their first meeting of 2026 as an expected slowdown in headline inflation may open room for more monetary easing this year. The central bank in Prague will leave the benchmark rate at 3.5% on Thursday, according to all analysts in a Bloomberg survey , a level where borrowing costs have stayed since May. The monetary-policy panel has argued for months that home-grown risks , such as the budget deficit, rapidly rising costs for services and housing, as well as wage growth, were preventing further easing. But several officials have recently signaled that potential disinflationary factors from abroad could allow interest rates to be lowered. A key part in the discussion will likely be January’s flash inflation reading, which will be published before the monetary policy meeting and may show the slowest headline consumer price growth in about a decade. “We expect services inflation to stay elevated, which will be one of the reasons for the central bank to leave rates unchanged,” said Dominik Rusinko, chief economist at Patria Finance brokerage. “Although the central bank should discount the impact of administrative measures on prices, dovish voices inside the bank board are clearly growing.” In neighboring Poland, the central bank signaled on Wednesday that inflation could decline further in the coming quarters, adding to signals that its pause in rate cuts will be short-lived. Czech policymakers may have room to cut rates this year, though more evidence of easing inflationary pressures will be needed to justify such step, board member Jan Prochazka said in an interview last week. Deputy Governor Jan Frait was cited by the Reuters news service as saying that the board may discuss a potential interest rate cut already in February, adding that he saw a maximum room of 50 basis points for potential rate cuts this year. The median analyst estimate in a Bloomberg survey is for January’s year-on-year inflation rate dropping t...
If you're looking to make a small speculative investment, say around $1,000, and tuck it away for the long haul, you're going to want to try to find a stock with some potential game-changing technology. As such, the quantum computing space may be one of the best places to look. The sector is not for the faint of heart, as it is likely many years away from commercialization, and which technological...
If you're looking to make a small speculative investment, say around $1,000, and tuck it away for the long haul, you're going to want to try to find a stock with some potential game-changing technology. As such, the quantum computing space may be one of the best places to look. The sector is not for the faint of heart, as it is likely many years away from commercialization, and which technological approach and company will come out on top is far from determined. However, there is one clear-cut choice in the space that I think has the most potential: IonQ (NYSE: IONQ) . One of the biggest roadblocks currently facing quantum computing is that the technology is error-prone. The reason for this is that instead of using classical computing bits, which can be a 0 or a 1, quantum computing uses qubits , which are in a state of superposition and have the potential to be either a 0 or a 1 until acted upon. Superposition is a big part of the reason why quantum computers can perform certain calculations exponentially faster than traditional computers, but it also puts them in a more fragile state that is prone to being impacted by outside forces such as vibrations or temperature changes. Continue reading
Taiwan's TSMC, the world's largest contract computer chip maker, has announced it will be manufacturing advanced 3-nanometer semiconductors in Japan to meet booming AI demand
Taiwan's TSMC, the world's largest contract computer chip maker, has announced it will be manufacturing advanced 3-nanometer semiconductors in Japan to meet booming AI demand
Presented by SAP SAP’s AI solution, Joule, has already transformed how business users work — turning siloed data and tasks into intelligent, connected workflows. But consultants on SAP projects face a different set of needs: navigating complex implementations, evolving best practices, and the pressure to deliver faster. They need timely, expert-level guidance. They need an AI partner that can deli...
Presented by SAP SAP’s AI solution, Joule, has already transformed how business users work — turning siloed data and tasks into intelligent, connected workflows. But consultants on SAP projects face a different set of needs: navigating complex implementations, evolving best practices, and the pressure to deliver faster. They need timely, expert-level guidance. They need an AI partner that can deliver accurate SAP knowledge in an instant. Enter SAP Joule for Consultants, purpose-built to help system integrators and consulting teams drive smarter, faster outcomes for their clients. "The consultant's focus is not using our business applications — it’s to help implement those systems, perform upgrades, and at the largest scale, help our customers transform their on-premises SAP ERP to SAP Business Suite in the cloud," says Victor Alvarez, head of product marketing, Joule, at SAP. "Acting as a knowledge-grounded AI teammate, SAP Joule for Consultants delivers trusted answers at critical moments, guides design decisions, and keeps projects aligned with SAP’s latest best practices." It can both compress timelines and improve project execution at every stage of delivery, resulting in a higher quality of service, he adds. "Our customers want to complete their SAP projects as quickly as possible to realize the value of those initiatives sooner," Alvarez says. "SAP Joule for Consultants puts the most accurate and up-to-date information at the fingertips of the consultants and system integrators performing these projects. It helps consultants decide and act with agility, reduce overall costs, and shorten project timelines without sacrificing quality." Building a better AI teammate AI is no longer an option in consulting. It’s reshaping how projects are designed, delivered, and scaled. For SAP consulting practices, this shift is especially pronounced as SAP cloud transformation and implementation projects demand deep knowledge and expertise. AI can help surface knowledge in seco...
OpenAI launched Frontier, a platform for building and governing enterprise AI agents, as companies increasingly question whether to commit to single-vendor systems or maintain multi-model flexibility. The platform offers integrated tools for agent execution, evaluation, and governance in one place. But Frontier also reflects OpenAI's push into enterprise AI at a moment when organizations are activ...
OpenAI launched Frontier, a platform for building and governing enterprise AI agents, as companies increasingly question whether to commit to single-vendor systems or maintain multi-model flexibility. The platform offers integrated tools for agent execution, evaluation, and governance in one place. But Frontier also reflects OpenAI's push into enterprise AI at a moment when organizations are actively moving toward multi-vendor architectures — creating tension between OpenAI's centralized approach and what enterprises say they want. Tatyana Mamut, CEO of the agent observability company Wayfound, told VentureBeat that enterprises don’t want to be locked into a single vendor or platform because AI strategies are ever-evolving. “They’re not ready to fully commit. Everybody I talk to knows that eventually they’ll move to a one-size-fits-all solution, but right now, things are moving too fast for us to commit,” Mamut said. “This is the reason why most AI contracts are not traditional SaaS contracts; nobody is signing multi-year contracts anymore because if something great comes out next month, I need to be able to pivot, and I can’t be locked in.” How Frontier compares to AWS Bedrock OpenAI is not the first to offer an end-to-end platform for building, prototyping, testing, deploying, and monitoring agents. AWS launched Bedrock AgentCore with the idea that there will be enterprise customers who don’t want to assemble an extensive collection of tools and platforms for their agentic AI projects. However, AWS offers a significant advantage: access to multiple LLMs for building agents. Enterprises can choose a hybrid system in which an agent selects the best LLM for each task. OpenAI has not made it clear if it will open Frontier to models and tools from other vendors. OpenAI did not say whether Frontier users can bring any third-party tools they already use to the platform, and it didn't comment on why it chose to release Frontier now when enterprises are considering more hy...