On this episode of Infrastructure Matters, or for $100 billion we'll call it OpenAI Matters, Keith Townsend and Dion Hinchcliffe discuss the rise in Intel stock due to TSMC's involvement in helping Intel's foundry business. DataRobot acquires Agnostiq. Elon Musk and team offer $100 billion for OpenAI. Europe commits $200 billion to compete with the U.S and China in AI. Larry Ellison wants all American data in a master database for AI. Our Signal65 team benchmarks the Intel Gaudi 3 AI. SAP teams with Databricks to offer cloud-based analytics.