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
NOW PLAYING
The Billion-Dollar Gamble: Why OpenAI’s Massive Deals with AMD and Nvidia Carry Systemic Risk
No transcript for this episode yet
Similar Episodes
Jun 24, 2026 ·46m
May 14, 2026 ·41m
May 13, 2026 ·46m