AMD And OpenAI | The Brainstorm EP 104
AMD(US:AMD) ARK Investยท2025-10-10 12:54Welcome to the brainstorm episode 104. We're continuing on the AI bubble and is it uh selling to your customers and funding it yourself. We've got how to make money on the way to AGI and we've got some new benchmarks that are they showing us the future or are they just other things that we're going to measure incorrectly and then saturate until new benchmarks come out? Uh Brett, why don't you tee up the first one? Uh AMD, OpenAI, how are they uh feeding each other? Yeah. So, kind of similar to the Nvidia de ...