Limitless Podcast This Week in AI: NVIDIA's $2B Elon Deal | OpenAI's Huge User Base
10 snips
Oct 9, 2025 NVIDIA's ambitious $2 billion investment in Elon Musk's xAI is set against a massive $10 trillion forecast. OpenAI boasts an impressive 800 million weekly users and secures a major deal with AMD for GPU supplies. Sora's meteoric rise to the top of the app charts leaves everyone intrigued, while discussions about Apple's potential pivot from Vision Pro to AR glasses add intrigue to tech giants' strategies. Dive into the transformative shifts shaping the AI landscape this week!
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AMD-OpenAI Vertical Bet
- AMD struck a deal to supply OpenAI up to six gigawatts of GPUs and offered warrants for up to 10% equity contingent on milestones.
- The market treated this as vertical integration that could generate ~ $100B revenue for AMD if executed.
GPUs As Collateral And Currency
- NVIDIA committed up to $2B into an SPV backing Elon Musk's xAI, funding largely tied to GPUs rather than cash.
- Hosts argue this signals GPUs becoming an asset class and a new financing model for AI buildouts.
Treat Compute Investment As Strategic
- Don't dismiss heavy compute investment as a bubble; leaders are intentionally scaling GPU capacity now.
- Expect industry players to keep doubling down on compute to meet underestimated demand.