Digital Currents

The AI Funding Frenzy: OpenAI, AMD & the Battle for Compute Power


Listen Later

In this episode of the ABCDs Roundup, we break down OpenAI's massive $40 billion funding round, led by SoftBank, and its impact on AI infrastructure. We explore AMD's $4.9 billion acquisition of ZT Systems as it challenges Nvidia in the AI data center wars and take a broader look at tariffs affecting the AI and blockchain industries. We also cover the latest developments in TikTok's U.S. ownership battle and Fidelity's Bitcoin market update, which predicts a potential acceleration phase in this week's chart.

Remember to Stay Current!

To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email [email protected]

Legal Disclaimer

This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.

...more
View all episodesView all episodes
Download on the App Store

Digital CurrentsBy Morgan Creek Capital Management, LLC

  • 5
  • 5
  • 5
  • 5
  • 5

5

13 ratings


More shows like Digital Currents

View all
Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,077 Listeners

Unchained by Laura Shin

Unchained

1,216 Listeners

TFTC: A Bitcoin Podcast by Marty Bent

TFTC: A Bitcoin Podcast

772 Listeners

The Breakdown by Blockworks

The Breakdown

742 Listeners

The Pomp Podcast by Anthony Pompliano

The Pomp Podcast

1,842 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

359 Listeners

On The Brink with Castle Island by Castle Island Ventures

On The Brink with Castle Island

287 Listeners

What Bitcoin Did by Danny Knowles

What Bitcoin Did

267 Listeners

The Wolf Of All Streets by Scott Melker

The Wolf Of All Streets

244 Listeners

Empire by Blockworks

Empire

167 Listeners

Supply Shock by Blockworks

Supply Shock

110 Listeners

Coin Stories by Natalie Brunell

Coin Stories

440 Listeners

Raoul Pal: The Journey Man by Real Vision Podcast Network

Raoul Pal: The Journey Man

137 Listeners

Forward Guidance by Blockworks

Forward Guidance

276 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

145 Listeners