Supply‑Chain Winners Beyond GPUs

In this episode, Andrew and Dave discuss current news surrounding AI partnerships and investments, focusing on major deals involving OpenAI, Oracle, AMD, and Nvidia. They analyze the implications of a $400 billion deal between OpenAI and Oracle, expressing concerns about OpenAI's profitability and the feasibility of such large-scale financial commitments.

The conversation also explores how major cloud players like Microsoft, Google, and Amazon are impacted by CapEx spending related to AI growth and cloud infrastructure. They reflect on historical investment trends, technological booms, and the challenges in accurately predicting long-term winners in emerging tech industries. The hosts emphasize cautious optimism and the importance of a diversified investment approach.

00:00 Welcome to Investing for Beginners

00:03 AI Power Plays in the News

00:45 Oracle's $400 Billion Deal with OpenAI

01:18 Concerns About OpenAI's Profitability

01:37 The Role of Oracle in AI Infrastructure

04:05 The Black Box of OpenAI's Financials

04:52 Skepticism Around AI Revenue Projections

08:36 Historical Parallels: The Dot-Com Bubble

12:55 Impact on Major Cloud Players

13:14 Understanding Cloud Hyperscalers

17:20 CapEx Spending and Returns

20:31 Future of AI and Cloud Investments

24:27 Speculation and Caution in AI Investments

32:45 Conclusion and Final Thoughts

Timestamps are generated by artificial intelligence, and are not 100% accurate depending on the platform used for listening.

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