【4/29 23時】OpenAI Microsoft→Amazon aggressive shift・Oracle Larry Ellison risky datacenter bet

4月29日 23時のAI速報をお届けします。

▼ トピック
1. OpenAI Microsoft→Amazon aggressive shift
https://www.cnbc.com/2026/04/29/openai-drift-from-microsoft-to-amazon-turns-aggressive-after-subtlety.html
2. Oracle Larry Ellison risky datacenter bet
https://www.theverge.com/ai-artificial-intelligence/920378/oracle-openai-datacenter-buildout
3. Cambricon Q1 revenue jumps China AI chip
https://www.bloomberg.com/news/articles/2026-04-29/cambricon-s-revenue-jumps-on-strong-ai-chip-demand-in-china
4. PayPal invisible storefront agentic commerce
https://www.fastcompany.com/91533742/paypal-says-ai-shopping-agents-are-creating-an-invisible-storefront-economy
5. South Africa AI policy withdrawn hallucination
https://www.semafor.com/article/04/29/2026/south-africa-withdraws-ai-policy-over-ai-generated-sources