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Motion Capture

OpenAI Goes Live on AWS Bedrock as Microsoft Exclusivity Ends

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Jane Sterling
Funding Analyst
Sterling Intelligence
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New episodes every week. No filler.

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Stat Callout Card Data Overlay

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Microsoft Cloud Monopoly
0yrs
OpenAI gave Azure exclusive cloud access to all its models from 2019 to April 2026
Exclusivity ended April 27, 2026
Monopoly broken
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Bedrock Launch Speed
0hrs
GPT-5.4 went live on Amazon Bedrock within 24 hours of Microsoft's exclusivity ending
AWS · April 28, 2026
Fastest cloud pivot in AI history
Funding & Market Card Capital / Revenue

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Amazon Investment in OpenAI
$ 0B
Total Amazon commitment — $15B initial tranche + $35B contingent on performance milestones
▲ Largest AI investment deal · 2026
Finance Chart Card Comparative Performance

Two-ticker line chart fetched live from Yahoo Finance. Normalized to 100 at period start so both lines start from the same baseline. Animated draw-in over 3s.

Microsoft vs Amazon — Last 3 Months
Through the exclusivity standoff and Bedrock launch
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Microsoft — Amazon — Source: Yahoo Finance · April 2026
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Microsoft's OpenAI Stake
0%
Approximate equity Microsoft retained in OpenAI's for-profit entity under the restructured deal
Restructured deal · April 2026
Traded monopoly for minority stake
Stat Callout Card Data Overlay

Slides in over footage to highlight a key number. Counts up automatically. Auto-dismisses at 3s.

Trainium Compute Commitment
0GW
Amazon Trainium capacity OpenAI committed to consume — reshaping global data center planning
OpenAI-AWS partnership · 2026
Dedicated AI compute at hyperscale
Funding & Market Card Capital / Revenue

Dollar figures with animated count-up. Green accent for financial data.

AWS Cloud Infrastructure Deal
$ 0B
Expanded OpenAI cloud deal with AWS over 8 years — entirely separate from the $50B equity investment
▲ OpenAI's largest cloud contract · 2026
Funding & Market Card Capital / Revenue

Dollar figures with animated count-up. Green accent for financial data.

Azure Spending Commitment
$ 0B
Minimum Azure services spend OpenAI committed to by 2032 — keeping Microsoft whole while going multi-cloud
Writing checks to both clouds through 2032
Multi-Metric Strip Dashboard

Three stats in a bottom bar that slides up over footage.

GPT-5.5 on Bedrock — Price Match
$5
Per 1M Input Tokens
$30
Per 1M Output Tokens
0%
Bedrock Surcharge vs Direct API
Capture order: top to bottom. Click any preview to enter fullscreen with a 3-second countdown — perfect for OBS.
Recording: use OBS Window Capture cropped to the preview frame, or fullscreen + display capture. Hit Replay, then record. Output drops as an overlay track in your editor.
Palette: the palette saved in motion_kit auto-applies here via localStorage.
Editor workflow — what to do after capturing here:
  1. Generate the avatar look in HeyGen using this episode's HEYGEN_LOOK prompt + the SCRIPT field as the read. Kick the render and grab a coffee.
  2. While HeyGen renders: capture the motion graphics above (top-to-bottom = capture order), grab b-roll, gather logos / photos as transparent PNGs, drop everything into your working folder.
  3. When HeyGen finishes: download both the rendered video and the timecoded transcript (.srt or .vtt). Drop the transcript at:
    /home/jaysoncraig/public_html/sandbox/data/faces/.build/openai-aws-bedrock/transcript.srt
  4. Generate the Resolve marker CSV + printable shot-list:
    python3 /home/jaysoncraig/.claude/scripts/generate-resolve-markers.py --slug openai-aws-bedrock
    Outputs: /home/jaysoncraig/public_html/sandbox/data/faces/.build/openai-aws-bedrock/timeline-markers.csv and /home/jaysoncraig/public_html/sandbox/data/faces/.build/openai-aws-bedrock/shot-list.html
  5. Open DaVinci Resolve, set the project framerate (the marker tool emits 30fps by default; pass --framerate 60 if your project is 60), drop the HeyGen video on V1.
  6. Timeline header → Import → Marker List from CSV → select timeline-markers.csv. Every cue lands as a colored marker on the correct track: Yellow=TalkingHead, Cyan=VoiceoverScene, Red=Cut, Green=B-roll, Pink=StatCard.
  7. Drop motion-graphic captures, b-roll clips, and stat-card overlays onto the marked positions. The shot-list HTML is your printable fallback if any markers look off.
  8. Export → render → upload. After publish, drop the YouTube URL into the episode's .repurpose.txt placeholders for the cross-channel pack.