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Oct 7
18m 18s

One deal closer in the AI capex endgame

SAXOSTRATS
About this episode
Today, a fresh burst of speculative energy in the AI space on the OpenAI - AMD deal, which has generated some of the funnier takes from market observers as the level of absurdity is getting worse here. The deal is the latest step forward in what one observer has called the "AI capex endgame". We also talk the latest geopolitical bits and pieces, a series of ... Show More
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