AMD

“You know, we're also going to be a foundry. We're going to be the manufacturer for many of those chips as well. So we want to be the manufacturer for Nvidia, for AMD, for Google, for Amazon. We want to be their manufacturing partner, even if we're not using ou…”

“There's going to be those that build their own, you know, and that's what you see Amazon, Microsoft, Google are doing. They're going to say, hey, I'm going to own this and do this myself. And then there's going to be the general providers in the marketplace, a…”

“Part of this, OpenAI will receive warrants for up to a hundred sixty million AMD shares worth roughly 10% of the chip company at one cent per share awarded in phases if OpenAI hits certain milestones for deployment.”

“Under the terms of the deal, OpenAI committed to purchasing six gigawatts worth of AMD chips starting next year.”

“Like this exuberance in the stock market is based off of infrastructure spend and not revenue. It's all based off of revenue projections. And those rep revenue projections are extremely aggressive, especially when you consider the fact that enterprises are mov…”

“If a slowdown happens in, in several of, on several of these fronts on any number of, sorry, I should say on any one of these, like several fronts that are going right now, it can start like, it seems like it would start a cascading effect that would potential…”

“So it's like, it all feels like the same sort of general playbook, just being executed in different ways where it's like now all of a sudden ownership is sort of table stakes to these deals, right? Even when it's a company that's a, that's technically still a …”