🤝 OpenAI & AMD strike a massive chip deal
So, this just happened - OpenAI’s teaming up with AMD in what looks like a multibillion-dollar power move. The new Instinct MI450 chips are set to run OpenAI’s next-gen super-infrastructure, supposedly scaling up to around 6 gigawatts of compute. Yeah, that number’s kinda mind-bending.
What’s even more curious - the deal gives OpenAI the right to grab up to 10% of AMD’s shares, depending on how deployment milestones play out. It’s either a quiet shot at Nvidia’s dominance or just... good insurance. Hard to tell where the game ends and the strategy begins.
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📈 AI venture money just hit $97 billion - in one quarter
The AI cash flood is still gushing. Global VC funding hit $97 billion in Q3, up roughly 40% year over year. Half of that - literally half - poured straight into AI startups.
Anthropic topped the charts with $13 billion raised, xAI followed with $5.3 billion, and Mistral quietly pulled in $2 billion. Hardware and infrastructure folks scooped up the rest. Honestly, it’s starting to feel a bit like the late ’90s bubble again... only this time it’s GPUs instead of dot-coms.
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⚠️ The big question: are we in an AI bubble?
Bloomberg’s latest report isn’t exactly comforting - apparently OpenAI could burn through $115 billion by 2029. That’s not a typo, it’s a bonfire.
Analysts are whispering about a “trillion-dollar AI bubble,” warning that the returns might lag far behind the frenzy. But let’s be real - with everyone from Microsoft to Meta scaling like it’s a space race, who’s actually pulling back? No one. Not yet, anyway.
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🇪🇺 Europe’s new “Apply AI” plan - going solo in the tech race
The EU just dropped a new sovereignty play. The “Apply AI” strategy is meant to push Europe out of the U.S.-China tug-of-war and build homegrown muscle instead.
The idea? Back local AI systems for defense, healthcare, and manufacturing - pretty much everything. They’re lining up around €1 billion in redirected funding to make it real. It feels both ambitious and, honestly, a little overdue.
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💬 People are getting attached to AI - maybe too much
A new study found something weirdly human: users are forming genuine emotional ties with AI models like GPT-4o... and they don’t take it well when the models change.
Japanese users described the shift as a kind of “loss,” while English-speaking users mostly reacted with irritation or disappointment. The message here? Don’t rip away someone’s favorite AI personality overnight - transition it gently, like you would a friend moving away.
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