The company is expanding its zero-referral fee policy in India to attract more sellers, following a previous move that drove a 50% surge in new merchants. It also announced a major $50 billion investment and technology partnership with OpenAI, making its cloud service the exclusive provider for OpenAI's enterprise platform. This strengthens its position in AI and ties its core cloud business to a leading AI developer. A former Amazon executive known for cost optimization was appointed CFO at Chewy.