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OpenAI's AI Hardware Land Grab: Bubble or Breakthrough?

OpenAI's AI Hardware Land Grab: Bubble or Breakthrough?

Update: 2025-10-13
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OpenAI's power play: a $500 billion startup is forging its own AI hardware future with Broadcom and AMD deals worth gigawatts, sending shockwaves through Silicon Valley and raising questions about an AI bubble.

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OpenAI's AI Hardware Land Grab: Bubble or Breakthrough?

OpenAI's AI Hardware Land Grab: Bubble or Breakthrough?