OpenAI, Oracle & AMD shake up AI

Transcript

There is a lot of drawdown on the investments which have been made into OpenAI, uh, and there may be some inflated demand generation on the AMD, on the Nvidia side. Now that's on one side. On the other side, if you're seeing the amount of data centers which are getting built, uh, it actually tracks the amount of AI chips which are demanded. All tha... Read More