Benzingaยท2025-10-06 18:21Core Insights - The partnership between AMD and OpenAI is expected to significantly impact AMD's revenue, with projections of tens of billions of dollars over the next five years due to the sale of AMD chips for AI applications [14] - The deal positions AMD as a competitor to Nvidia in the AI space, particularly in inference tasks, while Nvidia remains dominant in training AI models [14] - The Japanese stock market has reacted positively to the political changes in Japan, with the Nikkei 225 index rising over 4.75% following the leadership of Sanae Takaichi [5] AMD and OpenAI Partnership - OpenAI will purchase 6 gigawatts of AMD chips starting next year for AI data centers, which will not use Nvidia chips [14] - OpenAI will receive warrants for up to 160 million shares of AMD stock at $0.01 per share, representing approximately 10% of AMD [14] - The partnership is seen as a challenge to Nvidia's dominance in the AI sector, with AMD expected to make significant inroads in inference capabilities [14] Market Trends - Money flows in early trading show positive trends for Amazon, Microsoft, and Tesla, while Apple, Alphabet, Meta, and Nvidia show negative flows [7][8] - The U.S. government shutdown is driving investments into gold and bitcoin, with gold approaching $4000 and bitcoin reaching an all-time high over $125,000 [10][14] - The concentration of portfolios in the "Magnificent Seven" stocks necessitates a deeper analysis of money flows to identify potential investment opportunities [6]