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Do OpenAI’s multibillion-dollar deals mean exuberance has got out of hand?
Some market watchers are concerned by the circular nature of deals with chip makers Nvidia and AMD
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faz.net
AMD-Aktie nach Deal mit OpenAI auf Rekordhoch
Erst Nvidia, jetzt AMD: Das KI-Unternehmen Open AI schließt einen milliardenschweren Pakt, um sich Chips für den Ausbau seiner Infrastruktur zu sichern. Die Börse reagiert…
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cnbc.com
Another mark-moving AI chip deal: Reason to buy or is this just more 'money going in a circle'?
Wolfe Research analyst Chris Caso discussed OpenAI's AMD investment on CNBC Monday morning.
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fortune.com
AMD stock soars after striking a landmark deal with OpenAI—part of Sam Altman’s bid to loosen Nvidia’s grip on AI | Fortune
The deal represents a major win for AMD in its battle against GPU leader Nvidia, and shows how OpenAI is racing to secure the hardware it needs to scale, even as it navigates its…
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nytimes.com
Is A.I. Investment Getting Too Circular?
Skeptics of a recent investment spree involving OpenAI and others say deals raise questions about the robustness of the artificial intelligence boom.
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Dizzying deal delirium: How the AI bubble bursts | Fortune
At our Yale Chief Executive Leadership Institute CEO Summit in June, we heard similar admonitions from over 150 top CEOs. They've seen this before.
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theguardian.com
Do OpenAI’s multibillion-dollar deals mean exuberance has got out of hand?
Some market watchers are concerned by the circular nature of deals with chip makers Nvidia and AMD
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Bank of England on AI mania: ‘Stretched’ stock valuations ‘comparable to the peak of the dotcom bubble’ | Fortune
The top five members of the S&P 500 command nearly 30% of market share, a record high for any point over the past 50 years.
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techcrunch.com
Even after Stargate, Oracle, Nvidia, and AMD, OpenAI has more big deals coming soon, Sam Altman says | TechCrunch
By some estimates, OpenAI has this year inked $1 trillion worth of infrastructure deals. Altman says to expect even more.
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forbes.com
Here Are Some Of The Biggest Winners Of This Year’s AI Infrastructure Boom
These founders, CEOs and investors—from OpenAI, Oracle, Nvidia, AMD and others—keep getting richer while critics condemn their “circular deals.”
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bbc.com
A tangled web of deals stokes AI bubble fears in Silicon Valley
Some are worried that the rapid rise in the value of AI tech companies may be a bubble waiting to burst.