Lisa Su, CEO of AMD, discusses the groundbreaking agreement with OpenAI for a six-gigawatt AI infrastructure deployment, highlighting its revenue potential and production roadmap. David Sacks, US AI policy advisor, analyzes the implications of this deal for global AI competitiveness, including energy infrastructure and export strategies toward China. They also explore the advantages of AMD's MI450 chips over NVIDIA's, impact on market shares, and the evolving role of partnerships in tech financing. Creativity's role in an AI-driven market is also brought to light.
