Welcome to the TechBoo ride home from Monday, October 6, 2025. I'm Brian McCullough today.

Another huge open AI deal this time with AMD.

The huge amount of chips Elon is buying for his Colossus 2.

And it's not just compute how the AI boom is driving up prices for memory and storage chips.

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Folks, today is basically all about the AI horse race because a lot of big moves have

been happening, a lot of literal jockeying for a position is going on.

First up, OpenAI and AMD have announced a deal as part of which OpenAI could take

a 10% stake in AMD. The deal is largely to deploy up to

6 gigawatts of AMD's instinct GPUs over multiple years. AMD's stock is up over 30% at the time

of this writing on this news. Quoting CNBC, OpenAI will deploy six gigawatts of AMD's instinct graphics processing units over

multiple years and across multiple generations of hardware. The companies said Monday, it will kick off

with an initial one gigawatt rollout of chips in the second half of 2026. As part of the tie-up,

AMD has issued OpenAI a warrant for up to 160 million shares of AMD common stock with

vesting milestones tied to both deployment volume and AMD's share price. The first tranche vests

with the first full gigawatt deployment, with additional tranches unlocking as OpenAI scales

...