About this episode
Another huge OpenAI deal, this time with AMD. The huge amount of chips Elon is buying for his Colossus II. It’s not just compute! How the AI boom is driving up prices for memory and storage chips. And does the math work out for those new fangled small nuclear reactors?
AMD stock skyrockets 30% as OpenAI looks to take stake in AI chipmaker (CNBC)
Elon Musk Gambles Billions in Memphis to Catch Up on AI (WSJ)
AI data centers are swallowing the world's memory and storage supply, setting the stage for a pricing apocalypse that could last a decade (Tom's Hardware)
OpenAI and Jony Ive grapple with technical issues on secretive AI device (FT)
US and investors gambling on unproven nuclear technology, warn experts (FT)
Get every episode summarized
Each time Tech Brew Ride Home publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
