What does the AMD & OpenAI deal really mean?
Update: 2025-10-09
Description
The big news this week was OpenAI’s deal with AMD, which sent the stock soaring over 24% in a single day. In this video we break down what the deal means for AMD, what it means for Nvidia (NVDA) and what it means for the AI trade as a whole.
00:00 AMD and OpenAI’s deal
04:46 How is it different from NVDA’s deal?
13:35 What does it mean for AMD, NVDA, and OpenAI?
15:44 What does it mean for the AI trade overall?
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