Closing Bell OpenAI Continues Massive Spending; Breaking Down AppLovin 10/6/25
Oct 6, 2025
Christina Partsinebos, a CNBC technology reporter specializing in semiconductor and AI supply-chain news, dives into OpenAI's significant deal with AMD, highlighting how it boosts AMD and its suppliers. She discusses the implications of OpenAI’s multivendor chip strategy, including partnerships with major players like NVIDIA and Google. The conversation also touches on potential risks and benefits of tech spending, comparing today's market behavior to the dot-com boom, while exploring AppLovin's rise and the impact of SEC probes on tech valuations.
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OpenAI's Big Bet Broadens The Chip Race
- OpenAI agreed to buy six gigawatts of AMD chips, signaling big potential revenue and confidence in AMD for inference workloads.
- The market still sees NVIDIA as dominant in training, so this broad sourcing reduces single-vendor risk.
Equity Deals Create A Compute-Capital Loop
- OpenAI is taking equity in AMD as part of a performance-based structure and may cash out to fund future compute purchases.
- This ties ownership, compute and capital together and makes OpenAI a central orchestrator in the AI infrastructure ecosystem.
Dev Day Focused On Monetizing AI Apps
- OpenAI is building monetization channels like an app store and affiliate integrations to capture developer revenue.
- The company aims to monetize apps and take fees to justify massive infrastructure spending.