The big news this week was OpenAI’s deal with AMD, which sent the stock soaring over 24% in a single day. In this video we break down what the deal means for AMD, what it means for Nvidia (NVDA) and what it means for the AI trade as a whole.

00:00 AMD and OpenAI’s deal

04:46 How is it different from NVDA’s deal?

13:35 What does it mean for AMD, NVDA, and OpenAI?

15:44 What does it mean for the AI trade overall?

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