OpenAI and other leading artificial intelligence (AI) companies are using AMD's data center chips. The stock has nearly doubled year to date, but still offers value.

Only a tiny sliver — roughly five percent — of the 800 million people using ChatGPT are actually paying for a subscription.

Brad and Bill on the BG2 Podcast describe the AI CapEx bubble. The explosive growth in AI investment—especially in data centers, chips, and model

Over the past three years, as OpenAI swelled from a tiny research lab into the world’s most valuable startup, one company has captured nearly all of its billions of dollars in annual spending on the servers needed to power OpenAI’s artificial intelligence: Microsoft.

OpenAI has announced a collaboration with chipmaker Broadcom to design its own AI computer chips. The companies plan to start deploying customized "AI accelerators" next year.

Currently, OpenAI is valued at $500 billion even as the company is projected to generate $13 billion in revenue for 2025.

The deal whisperer for Sam Altman’s OpenAI has arrived down under as the tech giant looks to strike deals, but there may be some hoops to jump through along the way.

The companies said OpenAI would design the chips, which Broadcom will develop and deploy starting in the second half of 2026. AMD agreed to supply artificial intelligence chips to OpenAI in a multi-year deal that would also give the ChatGPT creator the option to buy up to roughly 10% of the chipmaker.