Why OpenAI's AMD Deal Could Be Bigger News than DevDay
The AI Daily Brief: Artificial Intelligence News and Analysis
CEOs Expect Faster AI ROI
Nathaniel summarizes KPMG's survey showing CEOs plan substantial AI spending and expect quicker returns, plus workforce changes.
OpenAI’s massive new deal with AMD could reshape the AI hardware race — and may prove even more significant than DevDay itself. The episode explores the implications for OpenAI's relationship with Nvidia, the detials of a 6-gigawatt chip buildout, and why the deal’s stock-option structure is raising eyebrows across Silicon Valley. It also examines market reactions, renewed bubble debates, and what the DevDay “apps and agents” rollout signals for the next era of AI platforms.
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