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
Sep 2025
20VC: OpenAI and Anthropic Will Build Their Own Chips | NVIDIA Will Be Worth $10TRN | How to Solve the Energy Required for AI... Nuclear | Why China is Behind the US in the Race for AGI with Jonathan Ross, Groq Founder
<p dir="ltr">Jonathan Ross is the Founder & CEO of Groq, the AI chip company redefining inference at scale. Under his leadership, Groq has raised over $3B from top investors. The company has reached a valuation of nearly $7B, positioning itself as one of NVIDIA's most formidable ... Show More
1h 21m
Sep 2025
Weekly Roundup: Intel Rallies, Oracle Rises, Darden Restaurants Falls
On this episode of Stock Movers, we look at some of the biggest gainers and decliners of the week, including: - Intel (INTC) shares rallied this week on news Nvidia agreed to invest $5 billion in the chipmaker and said the the two will co-develop chips for PCs and data centers, a ... Show More
6m 40s
Feb 2025
Elon Musk's computer coup
Nilay, David, and Richard Lawler take on a big week in confusing news stories. First, they talk through the latest from Elon Musk's DOGE, which is running rampant through government computer systems with little pushback. Then they explain the latest on the US government's tariff ... Show More
1h 36m
Jul 2025
NVIDIA Rising: Will The AI Boom Bust The Planet? | Ep215: Josh Parker
<p><br />In 1849, when the Gold Rush hit California, the people who were certain to make money were not the miners, but the sellers of picks and shovels. Indeed, America's first millionaire, Samuel Brannan, made his fortune by adding huge margins to everyday items that suddenly b ... Show More
52m 58s
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