24-Hour AI News: OpenAI and AWS Reach $38 Billion Partnership; Germany Launches "Industrial AI Cloud"

In the past 24 hours, overseas focus has been on "computing power and cloud cooperation, industrial-grade AI cloud, intellectual property judgments and new scientific research initiatives," while China has made progress in multiple areas, including "the release of large-scale industry models, AI + manufacturing, AI + display and conference pre-event activities."

I. OpenAI and AWS sign a 7-year, $38 billion cloud services agreement

1. On November 3, they announced a 7-year cooperation agreement worth approximately US$38 billion, granting access to hundreds of thousands of GPUs and related computing power clusters, with plans to bring all production capacity online by the end of 2026.
2. After the agreement was announced, Amazon's stock price hit a record high; industry insiders interpreted it as an important step in OpenAI's "multi-cloud deployment".
3. OpenAI's long-term computing power plan targets spending in the hundreds of billions or even trillions of dollars and building GW-level computing power, further accelerating the industry's "computing power armament".

II. Deutsche Telekom and Nvidia launch "Industrial AI Cloud," Germany builds a sovereign industrial-grade AI platform.

1. Launched in Berlin on November 4, it is positioned as a sovereign AI platform for manufacturing and industry, with plans to open early access in early 2026.
2. The platform uses hardware such as DGX B200 and software stacks such as Omniverse and AI Enterprise, with a peak scale of up to tens of thousands of GPUs.
3. It is equipped with a local German data center and ecosystem partners (including SAP, car manufacturers and robotics companies), and is known as an "AI factory for industry".

III. UK Ruling: Getty Images' lawsuit against Stability AI found "multiple charges unfounded, trademark case partially successful".

1. On November 4, the London High Court ruled that the secondary copyright infringement claim was rejected, while the trademark-related (including watermark) infringement claim was partially established and "historical and limited in scope".
2. Getty stated that it will use this ruling to further its arguments in a parallel lawsuit in the United States; the case provides a new model for the legal boundaries of "AI training and output".
3. The stock prices of related companies fluctuated in the short term, and the industry once again focused on the compliance boundaries of "training data and trademark generation".

IV. The EU launches the RAISE virtual research institute pilot program, allocating €10.7 million to promote "AI + Science".

1. On November 4, the European Commission announced the RAISE pilot program at the AI in Science Summit in Copenhagen, with an initial funding of approximately €107 million (Horizon Europe).
2. The goal is to integrate computing power, data, and talent networks, and to support the "AI Factory" and EuroHPC system, targeting scientific research scenarios such as medicine, climate, and earthquake prediction.
3. To complement the AI bill and strengthen the two-way mechanism of "AI for scientific research" and "AI driven by science".

V. China Huadian releases the "Huadian Smart" big data model to promote the digitalization and intelligentization of the entire energy and power chain.

1. Released in Nanjing on November 4, the "1265N" artificial intelligence innovation system was established, covering scenarios such as thermal power, gas power, hydropower, wind and solar power.
2. Multiple indicators were disclosed: the accuracy rate of hazard classification exceeded 94%, the accuracy of fault early warning exceeded 95%, and the inspection time was reduced by more than 60%.
3. For high-value applications such as maintenance, procurement, planning and design and operation scheduling, it is planned to accelerate its promotion during the "15th Five-Year Plan" period.

VI. 2025 World Display Industry Innovation and Development Conference: AI + Display Signed Agreements Worth 15.74 Billion Yuan

1. At the Chengdu conference held on November 3-4, 13 projects were signed, with a total investment of approximately RMB 15.74 billion.
2. Industry data: In 2024, AMOLED shipments reached approximately 8.8 million square meters, with China accounting for about 52% of the global market share.
3. BOE's "Blue Whale Display Large Model" and other solutions were unveiled, demonstrating the deepening penetration of AI in production line cycle optimization, visual quality inspection, and business decision-making.

VII. The Ministry of Industry and Information Technology sets the tone for six major directions of "AI + Manufacturing", and the industry scale and number of entities continue to grow.

1. On November 4, a signed article was published, proposing six aspects: accelerating breakthroughs in key core technologies, deepening the implementation of "AI + Manufacturing", cultivating leading enterprises, optimizing the environment, strengthening security governance, and deepening international cooperation.
2. Industry forecast: In 2024, the scale of China's core AI industry exceeded RMB 900 billion, with more than 5,000 enterprises, including more than 400 national-level "specialized, refined and innovative" AI enterprises.
3. With policy signals and industrial pathways working in tandem, the intelligentization of manufacturing and the implementation of large-scale industry models will accelerate.

8. The World Internet Conference Wuzhen Summit will be held from November 6 to 9, with "AI+" as the main theme.

1. This year's agenda highlights "Artificial Intelligence Leading the Integration of Science and Technology with Industrial Innovation," and will focus on AI security, industrial implementation, and international cooperation.
2. As an annual barometer of the digital economy, it is expected to release a number of new initiatives and achievements in the areas of AI ecosystem and governance.

Frequently Asked Questions (Q&A)

Q: Will the collaboration between OpenAI and AWS change the "cloud AI landscape"?

A: In the short term, it will enhance AWS's presence in cutting-edge AI computing power and strengthen OpenAI's multi-cloud strategy; the agreement has a term of 7 years and an amount of approximately US$38 billion, with the main capacity delivery planned to be completed by the end of 2026, and the market's expectations for "computing power diversification" are increasing.

Q: How does Germany's "Industrial AI Cloud" differ from a general public cloud?

A: Emphasizing "sovereign AI + industrial-grade scenarios", it adopts local data centers and compliance stacks, targeting high-value industrial applications such as digital twins, predictive maintenance and industrial robots, and plans to provide large-scale, low-latency capabilities with tens of thousands of GPUs.

Q: What does the UK Getty case mean for the legality of AI training?

A: The judgment did not provide full support for the "copyright of training data," and the secondary copyright infringement was rejected; however, it clarified the limited boundaries of infringement for the "use of trademarks such as watermarks in generated content," providing a reference for similar cases worldwide.

Q: How will the EU's RAISE affect the scientific community?

A: RAISE uses €10.7 million in pilot funding to connect computing power, data, and talent networks, and combines AI legislation with GPAI practice paths. It is expected to bring faster methodological iteration and resource accessibility to large-scale models and workflows in scientific research such as medicine and climate.