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Oct 2025
21m 44s

OpenAI’s Big AMD Deal

Morning Brew
About this episode
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
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Yesterday
Is Musk Merging Tesla and SpaceX?
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