CNBC Daily Open: AI is carrying the weight of the U.S. market

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Amazon signed a $38 billion infrastructure deal with OpenAI, giving the ChatGPT maker access to AWS capacity. The agreement reduces OpenAI’s dependence on Microsoft and signals that the company is diversifying its cloud base. The move may also support speculation that OpenAI is preparing for an IPO by showing greater operational maturity. The article also notes broader market moves, including gains in Amazon and Nvidia and mixed performance across U.S. and Asia-Pacific stocks.

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