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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.
