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AI, startups, tech and digital transformation — Kazakhstan & the world

AllAI и ТехнологииСтартапыМировые рынкиЦентральная АзияИнновацииФинтехОблакоКибербезопасностьМобайлData & AI
OpenAI and AWS Sign $50 Billion Deal Challenging Azure Exclusivity
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OpenAI and AWS Sign $50 Billion Deal Challenging Azure Exclusivity

Today, March 19, 2026, Microsoft has expressed concern over the partnership between OpenAI and AWS, which involves the exclusive use of AWS as a third-party for distributing the Frontier model. The deal includes $50 billion in investments and 2 GW of Trainium power. This threatens the multi-billion dollar Microsoft-OpenAI partnership and intensifies competition in the cloud AI services market, especially as demand for AI computing grows by 250 GW.

Microsoft Threatens Lawsuit Against OpenAI and AWS Over $50 Billion Deal
Облако

Microsoft Threatens Lawsuit Against OpenAI and AWS Over $50 Billion Deal

On March 18, 2026, Microsoft questioned the exclusivity of its partnership with OpenAI following the announcement of AWS's $50 billion investment in Frontier. The deal makes Amazon Web Services the sole external cloud provider for OpenAI's stateful environment, potentially violating the terms of the Azure agreement. The companies are negotiating to avoid litigation, but tensions are rising as Frontier launches in limited preview. This event shifts the balance of power in the cloud market today.

AWS Forecasts $600 Billion Revenue by 2036 Thanks to AI
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AWS Forecasts $600 Billion Revenue by 2036 Thanks to AI

In an internal meeting with Amazon employees, CEO Andy Jassy revealed an ambitious forecast for AWS, doubling the previous estimate from $300 billion to $600 billion in annual revenue. The growth will be driven by demand for AI services and cloud infrastructure. Amazon is investing $200 billion in capital expenditures by 2026, mainly in AI data centers, raising questions from investors about the viability of such spending.

Form3 Launches Payments Across Three Clouds Simultaneously
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Form3 Launches Payments Across Three Clouds Simultaneously

Form3 faced a requirement from the UK banking sector regulator to diversify cloud providers after 2021, when concerns arose about systemic risks of concentration on a single supplier. The company completely overhauled its architecture, migrating from an AWS-specific stack to a cloud-agnostic solution with Kubernetes, NATS JetStream, and CockroachDB. The solution proved its effectiveness during a major Google Cloud outage last summer, when payments continued seamlessly through the other clouds.

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