Tech Brew Ride Home Sam Altman’s Financial Engineering
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Oct 14, 2025 The Dutch government has taken control of a Chinese-owned chipmaker, highlighting tensions in the tech supply chain. OpenAI's new multibillion-dollar partnership with Broadcom for custom AI chips has sparked significant market interest. Meanwhile, NVIDIA launches a powerful new AI desktop workstation. In a surprising career move, a co-founder of Thinking Machines joins Meta. Finally, Matt Levine shares insights on Sam Altman's knack for financial engineering, emphasizing how he cultivates perceived value in the AI landscape.
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Europe Secures Strategic Chip Supply
- The Dutch government seized Nexperia to safeguard chip supply and technological know-how in Europe.
- The move escalates geopolitical tensions over advanced semiconductors and supply continuity.
Broadcom Joins OpenAI's Compute Buildout
- OpenAI and Broadcom will co-develop custom AI chips and infrastructure totaling 10 gigawatts over four years.
- The deal expands OpenAI's committed capacity and underscores the industry's massive compute demand.
Deals Move Markets Like Holiday Gifts
- Brian jokes that OpenAI deals act like gifts that send partner stocks soaring, dubbing Sam Altman "Santa Sam."
- He quips that even an absurd OpenAI tie-up announcement could spike a company's market value.