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

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Manage episode 512469225 series 2484320
Content provided by Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors, Hosts Justin Klein, Luke Guerrero, CFA | Wealth Managers, and Investment Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors, Hosts Justin Klein, Luke Guerrero, CFA | Wealth Managers, and Investment Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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
  continue reading

1949 episodes

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iconShare
 
Manage episode 512469225 series 2484320
Content provided by Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors, Hosts Justin Klein, Luke Guerrero, CFA | Wealth Managers, and Investment Advisors. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors, Hosts Justin Klein, Luke Guerrero, CFA | Wealth Managers, and Investment Advisors or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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
  continue reading

1949 episodes

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