South Korea’s liberal government is drawing criticism from U.S. lawmakers and national security analysts who say that the country is discriminating against U.S. businesses. President Lee Jae Myung — who leads the liberal Democratic Party — took office after South Korea’s conservative former president was removed following a martial law crisis, the Associated Press reported on June 3, 2025. Lee’s liberal Democratic government is receiving scrutiny in Washington, as a policy brief released by Polaris National Security sheds light on how U.S. businesses in South Korea are coming under fire from Lee’s increasingly left-leaning government. The South Korean government’s crackdown on U.S. businesses appears to signal the…Open
OpenAI's revised Microsoft pact lets it sell AI models across multiple clouds, enabling a likely expansion with Amazon and broader enterprise distribution. Why it matters: The shift ends OpenAI's effective cloud exclusivity, widening its reach to customers using AWS, Google Cloud or others — and intensifying AI platform competition. Driving the news: A rewritten deal frees OpenAI to sell through any cloud, caps Microsoft's cut of OpenAI revenue and scraps a controversial provision that would have changed the companies' business relationship once artificial general intelligence (AGI) was achieved. Zoom in: Amazon and OpenAI are poised to quickly capitalize on the change. - "We're excited to make OpenAI's models available directly to…
Anthropic is expanding its partnership with Amazon, committing more than $100 billion over the next decade to secure massive new computing capacity. Why it matters: Compute capacity is the currency of the AI race and is most likely to define who wins. Driving the news: Anthropic agreed to spend $100 billion to secure up to 5 gigawatts of compute from Amazon to train and run its Claude models. - Amazon will invest $5 billion now, with the option for up to $20 billion more — deepening its stake in Anthropic. Between the lines: Anthropic is signaling it's ready to spend heavily on the same infrastructure edge that its biggest competitor, OpenAI, has been touting. - OpenAI sent a letter to investors last week pitching its compute…
OpenAI is tightening its ties with Amazon, saying its early investor and partner Microsoft was holding it back. Why it matters: The ChatGPT creator is under pressure to keep pace with its competitors as the AI economy evolves and its potential IPO approaches . Driving the news: OpenAI's recently established cloud partnership with Amazon Web Services has generated "frankly staggering" demand from enterprise customers, OpenAI's new revenue chief, Denise Dresser, said in an internal memo. - "We are firing on all cylinders to establish this as a scaled distribution channel," Dresser said. Friction point: Dresser wrote that OpenAI's Microsoft partnership has been "foundational to our success" but "has also limited our ability to meet…
A deal with OpenAI could put Amazon first to market with a new type of AI service for developers — but the two companies will have to tread carefully to avoid running afoul of OpenAI's deal with Microsoft . Why it matters: If successful, Amazon Web Services could land in the more enviable position at the leading edge of generative AI rather than being forced to compete mainly by delivering models more cheaply than rival clouds. Driving the news: Amazon and OpenAI on Friday announced a multi-pronged deal that calls for Amazon to invest up to $50 billion in OpenAI, with Amazon getting access to a variety of OpenAI services. - The most notable piece: Amazon would be first to offer a new kind of computing they are calling "stateful runtime…