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Jay Cuthrell
November 7, 2025
✅ Final Thoughts Friday for 2025-11-07
AI deal size on the rise
AI deals were the biggest story of the week.
OpenAI + AWS = ~$38B
Microsoft + IREN = ~$10B
Apple + Google = ~$1B
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✅ Final Thoughts Friday for 2025-11-07
Jay Cuthrell
