{"id":20505,"date":"2025-10-14T15:50:48","date_gmt":"2025-10-14T07:50:48","guid":{"rendered":"https:\/\/battery9999.com\/en\/?p=20505"},"modified":"2025-10-14T15:50:48","modified_gmt":"2025-10-14T07:50:48","slug":"openais-latest-ai-infrastructure-deal-raises-the-question-when-is-enough-enough","status":"publish","type":"post","link":"https:\/\/battery9999.com\/en\/openais-latest-ai-infrastructure-deal-raises-the-question-when-is-enough-enough\/","title":{"rendered":"OpenAI’s latest AI infrastructure deal raises the question: When is enough enough?"},"content":{"rendered":"

Oct 7, 2025<\/p>\n

<\/p>\n

He’s not done yet!<\/strong>\u00a0Warren Buffett might be stepping down as CEO of Berkshire Hathaway, but he’s still got some tricks up his sleeve. Experts of the Oracle of Omaha explain\u00a0why they’re excited about his recent $9.7 billion deal<\/u><\/a>.<\/p>\n

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In today’s big story, OpenAI\u00a0announced another deal<\/u><\/a>\u00a0focused on securing more compute power, as the tech world’s big bet on AI infrastructure\u00a0continues to swell<\/u><\/a>. But there’s also a\u00a0key missing piece<\/u><\/a>.<\/div>\n
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Markets:<\/strong>\u00a0The bullish case for how gold could rise 150%\u00a0by the end of the decade<\/u><\/a>.<\/p>\n

Tech:<\/strong>\u00a0Tesla has been teasing\u00a0a big announcement coming today<\/u><\/a>.<\/p>\n

Business:<\/strong>\u00a0CBS News\u00a0has a new leader<\/u><\/a>. And it’s a sign of David Ellison’s era as a media mogul.<\/p>\n

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The high-profile startup announced a multi-billion-dollar\u00a0partnership with AI chipmaker AMD<\/u><\/a>\u00a0as part of OpenAI’s ongoing quest to accumulate as much AI infrastructure as possible.<\/p>\n

For AMD, it’s a huge win in its fight to gain ground against Nvidia, the dominant player in the space. With its stock surging almost 40% on news of the deal, AMD investors\u00a0are surely cheering the move<\/u><\/a>. (Fun fact: Nvidia CEO Jensen Huang and AMD CEO Lisa Su\u00a0are actually related<\/u><\/a>! You can read more about Su\u00a0here<\/u><\/a>.)<\/p>\n

For OpenAI, it adds to the\u00a0long list of deals<\/u><\/a>\u00a0it has recently announced. The news follows\u00a0a $100 billion deal with Nvidia<\/u><\/a>\u00a0and $300 billion deal with Oracle, both of which came last month.<\/p>\n

If you’re wondering why OpenAI is partnering up with every chipmaker under the sun, BI’s Emma Cosgrove and Robert Scammell\u00a0have you covered<\/u><\/a>.<\/p>\n

Still, as BI’s Ellen Thomas smartly points out, there is a key piece of the AI puzzle that’s missing. OpenAI’s massive collection of computing power is useless\u00a0unless it has the electricity to power it<\/u><\/a>.<\/p>\n

The OpenAI-AMD deal also raises a question: When is enough enough?<\/strong><\/p>\n

The mad dash among tech giants to secure AI infrastructure has created the kind of spending spree rarely seen in US history. And it all comes\u00a0without a clear sign of significant revenue flowing in<\/u><\/a>, writes BI’s Dakin Campbell.<\/p>\n

The argument in favor of massive bets on AI infrastructure comes down to a feeling we can all relate to: FOMO (fear of missing out).<\/p>\n

If AI changes the world like these tech executives believe it will, that requires an incredible amount of compute power. And if that’s the case, executives want to be well prepared, lest they risk not having enough. OpenAI President Greg Brockman said as much\u00a0when talking through the AMD deal<\/u><\/a>.<\/p>\n

Source:OpenAI’s AI Infrastructure Deals Highlight Big Spend on Compute Power – Business Insider<\/a><\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

Oct 7, 2025<\/p>\n","protected":false},"author":12,"featured_media":20447,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[113],"tags":[],"class_list":["post-20505","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-industrial-news"],"yoast_head":"\nOpenAI's latest AI infrastructure deal raises the question: When is enough enough? - \u660c\u8467\u80a1\u4efd\u6709\u9650\u516c\u53f8<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/battery9999.com\/en\/openais-latest-ai-infrastructure-deal-raises-the-question-when-is-enough-enough\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"OpenAI's latest AI infrastructure deal raises the question: When is enough enough? 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