Another huge OpenAI deal, this time with AMD. The huge amount of chips Elon is buying for his Colossus II. It’s not just compute! How the AI boom is driving up prices for memory and storage chips. And does the math work out for those new fangled small nuclear reactors?
AMD stock skyrockets 30% as OpenAI looks to take stake in AI chipmaker (CNBC)
Elo ... Show More
Yesterday
Nvidia Buys Hugging Face For A Rabbit?
Nvidia agreed to buy Hugging Face for $12.9B, betting on its $399 Microduck robot as a physical-AI data engine, Meta rolled out Muse Spark 1.3 to rival Fable 5.1 and GPT-5.6 Sol, and Microsoft restructured its reporting into two segments. Nvidia agrees to buy Hugging Face for $12 ... Show More
21m 32s
Oct 2025
OpenAI, Broadcom Ink 10-Gigawatt Chip Deal
Bloomberg’s Caroline Hyde breaks down the latest deal by OpenAI with a chipmaker, this time with Broadcom. Plus, tech stocks bounce back as President Donald Trump signaled openness to a deal with China amid the latest trade showdown. And Warner Brothers Discovery rejects a takeov ... Show More
44m 16s
Oct 2025
OpenAI takes 10% stake in AMD, merger Monday, gold and Bitcoin soar
US stocks rise to new records as OpenAI and AMD (AMD) announce a massive AI computing partnership that includes OpenAI taking a 10% stake in the chipmaker. The deal cements AMD’s position as Nvidia’s (NVDA) top challenger in the race for AI dominance, with OpenAI agreeing to purc ... Show More
24m 4s
Nov 2025
Clio Secures 5B Funding and Acquires vLex, TSMC Surges on AI Demand, OpenAI Targets Health Care, AI Boom Fuels Silicon Race, and more...
(0:10): Clio Secures $5B Funding, Acquires vLex to Revolutionize Legal AI Landscape(2:06): TSMC Hits Record Revenue Amid AI Chip Demand, Faces Challenges with US-China Tensions and Market Volatility(4:14): OpenAI Ventures Into Healthcare with AI-Powered Personal Health Assistant ... Show More
11m 1s