On theCUBE Pod: The AI Infrastructure Gold Rush, Big Tech's Power Problem And AI Platform Turf Wars
siliconAMGLE, Monday, November 10th, 2025
Cloud companies are spending billions on artificial intelligence infrastructure while AI agents battle it out.
In the past few days, Amazon Web Services Inc. made a $38 billion deal with OpenAI Group PBC to provide compute, in addition to a $5.5 billion deal with Cipher Mining, and Microsoft inked a $9.7 billion deal for AI cloud capacity with IREN Ltd., an Australian data center business.
Amid the spending frenzy, there are concerns about powering all these data centers, and the cloud giants are taking stronger steps to defend their turf from rival AI agents.