Amazon stock ($AMZN) jumped nearly 5% after AWS signed a $38 billion AI (artificial intelligence) deal with OpenAI, the largest cloud partnership ever. The agreement cements Amazon Web Services (AWS) as the profit engine behind Amazon’s growth.

With an $11 billion data center investment underway, AWS is driving the tech giant’s push to dominate the $500 billion cloud-AI market. This gives investors fresh confidence in the company’s long-term potential.

The Profit Engine Behind Amazon’s AI Ambitions

AWS remains the financial backbone of Amazon. In 2024, AWS made up around 33% of Amazon’s total net sales. However, it provided over 65% of the operating income. This shows just how important the cloud division is to Amazon’s profits.

A historic $38 billion multi-year contract with OpenAI now reinforces that foundation, marking the largest AI infrastructure deal ever signed. The agreement lets OpenAI use AWS’s huge computing power. This includes many Nvidia GPUs and special AWS chips. They will use these resources to train and launch new language models.

The announcement pushed Amazon’s share price up nearly 5% and helped the company’s market cap surpass $2 trillion for the first time. Investors saw it as confirmation that AWS is once again leading the global race to power artificial intelligence.

Building the Brains of AI

To meet rising demand, Amazon is investing $11 billion in a new AI-focused data center campus in Indiana. The site will support next-generation AI workloads and create thousands of local jobs. It will follow strict sustainability standards, targeting 80% renewable energy at launch. This is part of AWS’s larger goal to achieve 100% renewable energy in all operations by 2030, which it has already reached in 2023.

• RELATED: Amazon (AMZN Stock) Strikes $100M Solar Deal with Iberdrola’s Avangrid to Power Its Net-Zero Future

AWS’s technology stack also continues to evolve. Its in-house Trainium chips now deliver up to 40% better cost efficiency per AI training task compared with Nvidia GPUs. AWS benefits from Inferentia chips for inference tasks. These custom processors provide a lasting edge in cost and scalability.

Amazon Bedrock lets developers use several large language models (LLMs) from Anthropic, Meta, and Stability AI. They can access all of these through one easy interface. This open model strategy lets enterprise customers try out various AI systems. It helps them avoid vendor lock-in, which is a big worry for large organizations using generative AI tools.

Driving Profit and Market Cap Growth

The AWS-OpenAI deal cements Amazon’s role as the dominant player in the global cloud-AI market. Analysts predict that AWS’s cloud revenue will grow by over 20% each year until 2030. This growth is fueled by rising AI workloads, the shift to hybrid clouds, and tailored industry solutions.

Globally, cloud providers are seeing record investment. AWS’s latest quarterly results showed 19% year-over-year growth, bringing in $29.7 billion in revenue and $9.4 billion in operating income. Analysts say the OpenAI contract might add billions in annual backlog revenue. This will improve long-term visibility.

SEE MORE: Amazon Stock Rises, Meta Falls: Q3 Earnings Show Split Paths in AI and Clean Energy

Cloud Wars 2025: AWS vs Azure vs Google vs Oracle

The AI infrastructure market has become a contest among the world’s largest tech firms — each with a unique strategy.

• Microsoft Azure gained early visibility through its partnership with OpenAI and the launch of AI-enhanced Copilot tools across its software ecosystem.

• Google Cloud increased its AI infrastructure capital expenditure by 25% in 2024, betting on its custom Tensor Processing Units (TPUs) and Gemini models.

• Oracle Cloud has recently partnered with multiple AI startups to expand its AI-as-a-Service offerings.

AWS, however, is taking a different route. By using in-house chips, easy model access, and hybrid deployment it gives businesses more flexibility and control over costs. AWS’s open-ecosystem strategy differs from Azure’s tight single-vendor approach. This gives AWS an edge with customers seeking varied AI solutions across different industries.

The Silicon Alliance: AWS and Nvidia Power the AI Boom

AWS is one of Nvidia’s biggest data center customers. It ensures chip supply even amid global semiconductor shortages. Nvidia’s data center revenue surged 50% in FY 2024, largely fueled by hyperscalers like AWS that are racing to expand GPU fleets.

Beyond chips, AWS is also investing heavily in software optimization and hardware co-design to improve AI training performance. These efforts cut reliance on outside silicon suppliers. They also help AWS scale quickly as model sizes increase.

This partnership ripple extends across the industry. AWS has secured a steady GPU supply and combined it with its own silicon. This makes it a reliable, high-capacity choice for startups and large companies training complex AI systems.

Add to that, it is capable of cutting the carbon emissions of data centers.

AI-Powered Efficiency in AWS Data Centers Driving Emissions Reduction

Amazon Web Services is leveraging AI innovations to enhance energy efficiency and lower carbon emissions in its data centers. AWS data centers are 4.1 times more energy efficient than regular on-premises setups. Plus, AI-optimized workloads can cut the carbon footprint by up to 99%.

Recent advancements feature a cooling system that cuts mechanical energy use by up to 46% during peak times. It also lowers embodied carbon in building materials by 35%. AWS is switching backup power generators to renewable diesel. This change reduces greenhouse gas emissions by up to 90% when compared to regular diesel.

AI-driven infrastructure optimization allows AWS to provide more computing power using fewer data centers. This helps lower overall energy demand.

AWS is also focused on combining AI with sustainability technologies. This effort supports its goal of using 100% renewable energy.

Amazon also aims for net-zero carbon emissions by 2040. AWS combines AI advancements with strong sustainability efforts. This approach meets the rising demand for AI computing and sets benchmarks for eco-friendly cloud services.

Investor Outlook: A $500 Billion Opportunity

Investor optimism around Amazon’s AI strategy has surged in 2025. The company’s share price is up roughly 30% year-to-date, driven by its renewed leadership in AI infrastructure.

Analysts forecast global cloud-AI spending to exceed $500 billion by 2030, and AWS aims to capture 30–35% of that market, consistent with its current cloud infrastructure share.

AWS is also seeing rapid adoption in key industries.

• In healthcare, companies use AWS’s AI tools for predictive analytics and drug-discovery modeling.

• In financial services, AI is improving risk assessment and fraud detection.

• In autonomous vehicle simulation, AWS infrastructure powers large-scale data processing for training safer self-driving systems.

These diverse applications underscore AWS’s versatility as both a profit engine for Amazon and a foundational platform for global AI progress.

More Than a Cloud Giant

Amazon’s $38 billion deal with OpenAI and its $11 billion data center expansion mean more than growth. They show a strategic shift that strengthens AWS’s leadership in the cloud-AI era.

The company is building a strong foundation with profitable innovation, advanced silicon, and solid sustainability goals. This flexible ecosystem sets the standard for how AI will be created and delivered worldwide.

If growth keeps going like this, AWS will do more than boost Amazon’s profits. It could shape the digital backbone for future intelligent systems around the world.

• READ MORE: Amazon and Cascade SMRs: Redefining America’s Clean Energy for AI and Cloud Computing

The post Amazon’s $38B OpenAI Deal That Sent Its Stock Soaring, Powering the Next Wave of AI Growth appeared first on Carbon Credits.

Disseminated on behalf of Sierra Madre Gold & Silver Ltd.

Mexico has long been one of the world’s top silver producers. For centuries, its mining regions—Zacatecas, Durango, and the Sierra Madre belt—have supplied much of the world’s silver. But after decades of underinvestment and falling output from older mines, the country’s silver production has started to slow.

That is now changing. Modern mining companies are reinvigorating Mexico’s silver belt. They bring in new capital, use better technology, and follow stricter environmental standards. Among these companies, Sierra Madre Gold & Silver Ltd. (TSXV: SM | OTCQX: SMDRF) stands out. The plan to restart and expand the La Guitarra Mine in the Temascaltepec district is a big step forward for Mexico’s precious metals industry.

The Comeback of La Guitarra

The La Guitarra Mine has a long history of production, dating back to colonial times. It produced gold and silver for different owners. Most recently, it was owned by First Majestic Silver. Now, it has restarted commercial production as of January 1, 2025, after a period of care and maintenance.

Sierra Madre acquired the mine in 2023 with a clear strategy: bring it back into production and expand its capacity. The mine has a processing plant that handles 500 tonnes a day. It also has a permitted underground operation. Nearby, there are roads, power, and water infrastructure.

With a strong technical team and fresh funding of C$19.5 million, Sierra Madre is preparing for an expansion. The company aims to boost production to 1,500 tonnes per day by 2027. This will increase up to three times and help keep costs low through smart mine design and local partnerships.

• READ MORE: Silver Lining: Soaring Demand Outstrips Supply, Pushing Prices to The Roof

Why Mexico’s Silver Revival Matters

Mexico continues to hold the world’s largest silver reserves. It accounted for about 23-25% of global silver output in 2024, producing about 5,800–6,300 tonnes of silver that year. Rising industrial demand is fueling a new focus on production growth.

Silver is no longer just a jewelry or investment metal; it’s essential for clean energy. Each solar panel uses about 20 grams of silver, and electric vehicles (EVs) require up to 50 grams. As the solar and EV industries expand, analysts project that global silver demand will exceed 1.2 billion ounces per year by 2030.

This shift opens new chances for producers in stable, mining-friendly places like Mexico. Mexico is attracting new exploration and investment. Its skilled workforce, supportive rules, and modern infrastructure help. This reaffirms Mexico’s role as the world’s silver leader.

Sierra Madre is part of that national revival. Its work at La Guitarra, and exploration at Tepic shows how new companies are turning dormant assets into growth engines for the next decade.

A Project with Built-In Advantages

La Guitarra offers more than history—it has the right foundations that allow for a fast restart. The processing plant, tailings facility, and underground access are ready. This setup saved years of development time.

The mine is also in a favorable location. Situated in Mexico State, it is close to highways and power lines and only a few hours from Mexico City. This proximity reduces logistics costs and makes it easier to hire skilled workers.

Sierra Madre’s leadership team combines local mining experience with strong capital markets knowledge. This balance allows the company to move efficiently from project restart to expansion. La Guitarra is one of Mexico’s top silver-gold mines. It has high-grade veins, clear exploration targets, and permits.

Strengthening Mexico’s Mining Economy

The completed La Guitarra restart is part of a broader trend of economic renewal in Mexico’s mining regions. The country’s mining sector directly employs more than 400,000 people and supports over 2.5 million indirect jobs. The sector’s importance extends beyond jobs. Mining represents nearly 2.5% of Mexico’s GDP and generates billions in export revenue.

New projects like Sierra Madre’s La Guitarra are helping sustain rural economies by creating stable, long-term employment. The La Guitarra project has created hundreds of jobs when it restarted. Sierra Madre has also invested in training and local infrastructure for the community.

Silver prices are stabilizing around US$48–49 per ounce in late October 2025, having reached an all-time high of $54.24 per ounce on October 16, followed by a swift correction that saw prices dip to the mid-$46 range before rebounding.

Notably, in just 10 weeks from July 31 to the peak, silver surged by nearly 48%, climbing from $36.71 to $54.24 per ounce – a rapid and exceptional rally. This sustained period of around the $50 mark through October is good news for mid-tier producers like Sierra Madre.

They can boost value for shareholders and help local economies, capitalizing on strong price levels and renewed market optimism driven by silver’s resilience after the correction.

Operating with Responsibility

Sierra Madre is also part of a new generation of miners that prioritize environmental and social responsibility. The company is updating its waste and water systems to meet modern standards. They want to use less water and reclaim tailings more efficiently.

Environmental protection is crucial in silver-gold mining areas, where it’s key to balance economic chances with sustainability. Sierra Madre focuses on open communication with the community, clear permitting, and strong ESG practices. This approach meets the needs of local stakeholders and global investors.

The company’s management stressed that modernization at La Guitarra is both about increasing production and doing it responsibly. This commitment to responsible mining strengthens Sierra Madre’s credibility as it seeks to attract long-term partners and institutional investors.

Why La Guitarra Leads the Silver Belt Revival

What makes La Guitarra central to Mexico’s silver revival is its combination of history, infrastructure, and timing. The mine already had everything needed to move quickly back into production, supported by rising demand and favorable silver prices.

Few projects in Mexico are as close to immediate output growth as La Guitarra. The company’s 2025–2027 plan provides a clear growth path: expand capacity, restart exploration, and use cash flow to advance its other assets. This positions Sierra Madre as one of the few junior companies capable of near-term revenue growth in a tightening silver market.

Meanwhile, exploration at the nearby Tepic project could add more resources to support long-term growth. Together, these assets form a strong portfolio with both production and discovery potential.

Looking Ahead

Mexico’s silver belt is reawakening, and Sierra Madre Gold & Silver is at the heart of that revival. The La Guitarra Mine represents more than a completed restart with an expansion and exploration planned—it’s a symbol of how modern technology and responsible operations can breathe new life into historic mining regions.

As global demand for silver continues to rise across industries, from solar panels to electric vehicles, companies like Sierra Madre will play a vital role in meeting that need.

With production restarted, expansion underway, and exploration advancing, Sierra Madre is well positioned to help lead Mexico’s next era of silver success—one built on heritage, innovation, and sustainable growth.

• MUST READ: Silver Prices Surge to 14-Year High in 2025: What’s Sparking this Sustainable Metal Boom? 

DISCLAIMER

New Era Publishing Inc. and/or CarbonCredits.com (“We” or “Us”) are not securities dealers or brokers, investment advisers, or financial advisers, and you should not rely on the information herein as investment advice. Sierra Madre Gold and Silver Ltd. (“Company”) made a one-time payment of $25,000 to provide marketing services for a term of one month. None of the owners, members, directors, or employees of New Era Publishing Inc. and/or CarbonCredits.com currently hold, or have any beneficial ownership in, any shares, stocks, or options of the companies mentioned.

This article is informational only and is solely for use by prospective investors in determining whether to seek additional information. It does not constitute an offer to sell or a solicitation of an offer to buy any securities. Examples that we provide of share price increases pertaining to a particular issuer from one referenced date to another represent arbitrarily chosen time periods and are no indication whatsoever of future stock prices for that issuer, and are of no predictive value.

Our stock profiles are intended to highlight certain companies for your further investigation; they are not stock recommendations or an offer or sale of the referenced securities. The securities issued by the companies we profile should be considered high-risk; if you do invest despite these warnings, you may lose your entire investment. Please do your own research before investing, including reviewing the companies’ SEDAR+ and SEC filings, press releases, and risk disclosures.

It is our policy that the information contained in this profile was provided by the company, extracted from SEDAR+ and SEC filings, company websites, and other publicly available sources. We believe the sources and information are accurate and reliable but we cannot guarantee them.

CAUTIONARY STATEMENT AND FORWARD-LOOKING INFORMATION

Certain statements contained in this news release may constitute “forward-looking information” within the meaning of applicable securities laws. Forward-looking information generally can be identified by words such as “anticipate,” “expect,” “estimate,” “forecast,” “plan,” and similar expressions suggesting future outcomes or events. Forward-looking information is based on current expectations of management; however, it is subject to known and unknown risks, uncertainties, and other factors that may cause actual results to differ materially from those anticipated.

These factors include, without limitation, statements relating to the Company’s exploration and development plans, the potential of its mineral projects, financing activities, regulatory approvals, market conditions, and future objectives. Forward-looking information involves numerous risks and uncertainties and actual results might differ materially from results suggested in any forward-looking information. These risks and uncertainties include, among other things, market volatility, the state of financial markets for the Company’s securities, fluctuations in commodity prices, operational challenges, and changes in business plans.

Forward-looking information is based on several key expectations and assumptions, including, without limitation, that the Company will continue with its stated business objectives and will be able to raise additional capital as required. Although management of the Company has attempted to identify important factors that could cause actual results to differ materially, there may be other factors that cause results not to be as anticipated, estimated, or intended.

There can be no assurance that such forward-looking information will prove to be accurate, as actual results and future events could differ materially. Accordingly, readers should not place undue reliance on forward-looking information. Additional information about risks and uncertainties is contained in the Company’s management’s discussion and analysis and annual information form for the year ended December 31, 2024, copies of which are available on SEDAR+ at www.sedarplus.ca.

The forward-looking information contained herein is expressly qualified in its entirety by this cautionary statement. Forward-looking information reflects management’s current beliefs and is based on information currently available to the Company. The forward-looking information is made as of the date of this news release, and the Company assumes no obligation to update or revise such information to reflect new events or circumstances except as may be required by applicable law.

For more information on the Company, investors should review the Company’s continuous disclosure filings available on SEDAR+ at www.sedarplus.ca.

The post Reviving Mexico’s Silver Belt: How Sierra Madre’s La Guitarra Mine Is Leading the Comeback appeared first on Carbon Credits.

The 30th United Nations Climate Change Conference, or COP30, will take place in Belém, Brazil, from 10 to 21 November 2025. Nearly 200 countries will meet to review progress under the Paris Agreement and plan the next steps to limit global warming.

The summit’s location is symbolic. Belém lies at the edge of the Amazon Rainforest, one of Earth’s greatest carbon sinks. The Amazon stores billions of tonnes of carbon and helps regulate global weather. Holding COP30 there highlights that protecting nature is central to solving the climate crisis.

This event comes ten years after the Paris Agreement and halfway to 2030 — the deadline for many national climate targets. It is a key checkpoint for updating national climate plans and accelerating real-world action.

The UN Framework Convention on Climate Change (UNFCCC) says emissions are dropping in some areas. But they aren’t falling quickly enough to reach the 1.5 °C goal. If current policies continue, scientists warn that the world could warm by 2.6 °C to 2.8 °C by the end of the century. COP30 could become a turning point — or another missed chance.

Why COP30 Could Redefine Climate Progress

The urgency of this conference cannot be overstated. Global climate action is falling short. Many countries have yet to deliver on past promises.

Developing nations continue to call for fairer climate finance. The long-promised $100 billion per year from wealthy nations is still unmet. OECD reports show that $115.9 billion was mobilized in 2022, surpassing the target but still disputed in terms of disbursement efficiency.

The European Union reported about €28.6 billion in public funding for climate action in 2023. The figure is helpful, but far from what is needed. Some negotiators are pushing for a new goal of $300 billion per year by 2035.

Another major focus is on forests and biodiversity. Brazil plans to showcase the Amazon’s global role and promote solutions to stop deforestation. Healthy forests help offset emissions, support local economies, and preserve biodiversity.

COP30 will also connect climate action with human welfare. Delegates will talk about creating green jobs. They will also discuss expanding clean energy access. Finally, they will focus on protecting communities from floods, droughts, and heatwaves.

From Energy to Equity: The Big Issues on the Agenda

The COP30 agenda will combine broad policy debates with concrete solutions. Thematic days will highlight major sectors shaping the planet’s future.

Energy and Industry: Countries will explore how to scale up renewable power and phase down fossil fuels. Fossil fuels still provide most global energy, so credible transition roadmaps are crucial.

Forests and Nature: The Amazon will take centre stage. Leaders will discuss how to end illegal deforestation, restore degraded land, and strengthen biodiversity protection.

Forests absorb 7.6 billion tonnes of CO₂ yearly but get less than 2% of climate finance. Global forest finance nearly doubled to $23.5 billion annually by 2024, with public funds covering 60% and private investment rising to 40%.

Despite growth, investments must quadruple by 2030 to meet global forest protection targets, with transparency and verified impact gaining importance.

Agriculture and Food Systems: Food production and land use account for a large share of emissions. COP30 will promote sustainable farming, soil health, and waste reduction.

Cities and Infrastructure: With more people living in cities, resilient design matters. Delegates will discuss how to build low-carbon housing, transport, and water systems that can withstand climate impacts.

Health and Equity: Climate change affects people unequally. The summit will focus on adaptation, social justice, and the right to clean air, safe water, and energy.

Finance, Innovation, and Implementation: This may be the most critical theme. COP30 will urge countries to transform plans into real results. This will happen through improved monitoring, reporting, and financing. Adaptation finance, funding to help countries manage disasters, remains a top demand from vulnerable nations.

COP30’s message is clear: move from talking about climate to doing climate.

• SEE MORE: Key Takeaways from Bonn’s Climate Talks Ahead of COP30

Belém’s Symbolism: The Rainforest at the Heart of Climate Talks

Belém, the capital of Pará State, is the gateway to the world’s largest rainforest. Hosting COP30 there ties climate, nature, and communities together.

Brazil wants to show leadership in nature-based climate solutions. President Luiz Inácio Lula da Silva has pledged to end illegal deforestation by 2030 and restore degraded land. These actions are central to Brazil’s national climate goals and global emissions cuts.

The annual deforestation rate in the Amazon for the year 2025 was 5,796 km², down 11.08% from the previous period. It is the lowest rate in 11 years. This reduction reflects the resumption of plans to combat deforestation.

Belém’s choice is also about inclusion. Brazil’s COP30 presidency, led by diplomat André Corrêa do Lago, promises an open summit. It will involve governments, indigenous peoples, and local actors.

But the setting brings logistical challenges. Infrastructure, accommodation, and travel costs are major concerns. Some poorer nations and civil society groups fear limited access due to high expenses. Local authorities are upgrading transport and hotels, yet space will remain tight.

Despite these issues, hosting COP30 in the Amazon is a powerful symbol. It places environmental justice, indigenous leadership, and forest protection at the center of global debate.

• READ MORE: Forest Finance Hits Record Growth in 2025: Investment Doubles for Nature-Based Climate Action

What to Expect from COP30

Observers expect COP30 to produce several headline outcomes:

• Stronger national climate pledges (NDCs), updating 2030 and 2035 targets for emissions cuts, adaptation, and nature-based projects.
• A new global finance framework to provide predictable funding for developing countries and climate-vulnerable regions.
• Amazon-focused partnerships, linking forest conservation, carbon markets, and indigenous stewardship.
• Fossil-fuel transition roadmaps, outlining how nations will phase down coal, oil, and gas while ramping up renewables.
• New monitoring systems to track real-world progress and link funding to measurable results.

These agreements will impact global climate policy for the next ten years. They will also shape investments in clean energy, nature restoration, and sustainable infrastructure.

The European Union’s Role at COP30

On 23 October 2025, the European Parliament adopted a resolution outlining its position ahead of COP30. Lawmakers called for strong action to limit warming to 1.5 °C, update climate plans, and deliver on finance pledges.

The EU resolution urges:

• Tougher 2035 and 2040 targets for the EU’s own emissions reductions.
• Economy-wide participation, requiring agriculture, transport, energy, and industry all to cut emissions.
• More climate finance, especially for adaptation and loss-and-damage in poorer countries.
• A just transition, protecting workers, communities, and ecosystems as economies shift to low-carbon models.

The EU delegation will attend COP30 in the second week of the summit. Its stance matters because Europe often shapes global climate negotiations. EU credibility depends on maintaining high ambition while helping others do the same.

Turning Promises into Progress: The World Watches Belém

COP30 in Belém is more than another climate meeting. It is a crossroads for global cooperation. The summit could change how we fight climate change. It links emission cuts to nature protection, social justice, and finance reform.

The Amazon setting reminds leaders that humanity’s future is tied to the planet’s ecosystems. Whether COP30 becomes a turning point will depend on concrete steps, not speeches.

If countries act boldly and inclusively, COP30 could move the world closer to the 1.5 °C path. If they delay again, the costs of inaction will keep rising. As the world gathers in Belém, one truth stands out: protecting nature and people must go hand in hand with reducing emissions. 

• FURTHER READING: Amazon’s $20B Carbon Credit Boom? Brazil’s REDD+ Faces Integrity and Demand Test

The post COP30 in Brazil Kicks Off: A Make-or-Break Moment for Global Climate Action appeared first on Carbon Credits.