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

EPISODE · Oct 9, 2025 · 47 MIN

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

from InvestTalk · host Investtalk

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 TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.com Advertising Inquiries: https://redcircle.com/brands

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

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This episode was published on October 9, 2025.

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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...

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