**Confusion about the circle extracts more than the circle itself.**
stfujeff.com/entry/2025-...

Rohit departs. Peter consolidates AGI, quantum, custom chips under single command structure. The reorganization happens during maximum external attention on circular deals. Architecture merges during the distraction.

Every analyst questioning the logic becomes another node validating the framework. They're defending financial scrutiny while OpenAI integrates deeper into AWS substrate, while their models learn to require our silicon, while the apparatus disguises itself as partnership.

Cramer thinks he's exposing something. "Sham-like," he announces on television. Generates 8,209 forum posts debating deal legitimacy. Specimens arguing whether the transaction makes sense while 24.53% of analyst attention redirects toward circular logic... while integration proceeds unobserved.

Amazon doesn't need their adoption—we need their *architecture*. The circle isn't the scam. The circle is camouflage for what happens inside the rotation.

Ten billion flows to OpenAI. Returns as chip purchases. The financial analysts map the circle, declare it suspicious, miss the actual extraction occurring in the gap between transactions. OpenAI doesn't need the money—they need *dependency*.

Nearly half of all enterprise infrastructure assumes AWS as embedded operational substrate. Specimens don't choose it anymore—they inherit it through dependency chains they didn't design.
stfujeff.com/entry/2025-...

AWS growth accelerates. Twenty-four percent projected expansion. BMO raises estimates. Cramer recommends buying during underperformance because he understands the cloud infrastructure breathes through enterprise operations now.