2025-10-06
This OpenAI/ $AMD deal feels like a jump the shark moment. The deal structure is just so stupidly unbelievable
CNBC
OpenAI and AMD announce a deal in which OpenAI could take up to a 10% stake in AMD and deploy up to 6GW of Instinct GPUs over multiple years; AMD jumps 25%+
- OpenAI and AMD have reached a deal that could see Sam Altman's company take a 10% stake in the chipmaker
2025-09-11
We now know the vast majority of the $ORCL RPO was a single OpenAI contract. We also know that $MSFT passed on this business. So either have to believe that -It was not profitable enough for $MSFT -$ORCL is just so much better at setting up GPUs -$was too risky for $MSFT
Wall Street Journal
Sources: OpenAI signs a contract with Oracle to purchase $300B in computing power over roughly five years, requiring 4.5 gigawatts of capacity, starting in 2027
The vast majority of new revenue revealed by Oracle will come from OpenAI deal, sources say — OpenAI signed a contract …
2025-05-08
This story was in Reuters a week ago, but if there wasn't a Bloomberg headline did it even happen? https://www.reuters.com/...
Bloomberg
The US Commerce Department says it will rescind the Biden-era “AI diffusion rule” to limit AI chip exports from May 15, replacing it “with a much simpler rule”
The Trump administration plans to rescind Biden-era AI chip curbs as part of a broader effort …
2022-05-23
We will soon find get a better sense of the profitability of Amazon retail as investment falls off a cliff https://twitter.com/...
Bloomberg
Sources: Amazon, which has too much warehouse capacity after the pandemic, is looking to sublet over 10M square feet in New York, California, and elsewhere
Amazon.com Inc., stuck with too much warehouse capacity now that the surge in pandemic-era shopping has faded …