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AMD, every mention

1 scene (said by Ranjan Roy) · ← back to AMD

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Verbatim, from the transcripts: the passages where AMD comes up

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AGI or Bust, OpenAI’s $1 Trillion Gamble, Apple’s Next CEO? Oct 13, 2025 · 1 mention

  • ▶ 4:48 Ranjan Roy I've been looking at this a lot over the last couple of weeks around the Oracle deal, the AMD deal, all these deals are focused on CapEx and not product.
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