DiscoverInvestTalkThe Billion-Dollar Gamble: Why OpenAI’s Massive Deals with AMD and Nvidia Carry Systemic Risk
The Billion-Dollar Gamble: Why OpenAI’s Massive Deals with AMD and Nvidia Carry Systemic Risk

The Billion-Dollar Gamble: Why OpenAI’s Massive Deals with AMD and Nvidia Carry Systemic Risk

Update: 2025-10-09
Share

Description

OpenAI's strategy of striking enormous, multi-year hardware deals with both AMD and Nvidia to secure its AI infrastructure and prevent a chip monopoly introduces new financial risks. We will dig into this story. 

Today's Stocks & Topics: Denison Mines Corp. (DNN), Market Wrap, Sprouts Farmers Market, Inc. (SFM), The Billion-Dollar Gamble: Why OpenAI’s Massive Deals with AMD and Nvidia Carry Systemic Risk, Gevo, Inc. (GEVO), Rio Tinto Group (RIO), Taking Social Security, Valterra Platinum Limited (ANGPY), Fixed Income, Novo Nordisk A/S (NVO).



Our Sponsors:
* Check out Anthropic: https://claude.ai/INVEST
* Check out Gusto: https://gusto.com/investtalk
* Check out Progressive: https://www.progressive.com
* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.com


Advertising Inquiries: https://redcircle.com/brands
Comments 
00:00
00:00
x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

The Billion-Dollar Gamble: Why OpenAI’s Massive Deals with AMD and Nvidia Carry Systemic Risk

The Billion-Dollar Gamble: Why OpenAI’s Massive Deals with AMD and Nvidia Carry Systemic Risk

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors